Safexpert import: switch without re-entering data

You migrate existing Safexpert projects into CE-Copilot via the Excel data export of the risk assessment: upload, check the preview and the import report, import. Every entry is marked “Imported, to be reviewed” until a competent person confirms it. Available from the Professional plan.

CE-Copilot is AI-assisted, cloud-native software for CE marking in mechanical engineering with which SMEs produce the risk assessment, standards research, technical documentation and declaration of conformity themselves. The most common reason to stay with a CE software once it has been introduced is the existing projects. That is exactly what the Safexpert import is for.

The process in four steps

  1. 1. Create the data export in Safexpert

    Export the risk assessment of your Safexpert project as an Excel data export (tabular form). No changes to the file are needed.

  2. 2. Upload the file to CE-Copilot

    Upload the file in your project. CE-Copilot detects the columns automatically and shows a preview before anything is imported.

  3. 3. Run the import with an import report

    Hazards, measures (three-step method), hazard zones, life phases and references to standards land in the right places. The risk evaluation is transferred to the 2D matrix (severity × probability) in a documented way; the original values are preserved in the import report.

  4. 4. Confirm professionally and carry on working

    All imported entries carry the marker “Imported, to be reviewed” until a competent person has confirmed them. After that you continue working in the normal CE-Copilot workflow.

Screenshot of the import dialogue to follow

Who benefits from the Safexpert import?

SMEs & machine builders

Switching costs no re-entry: existing assessments migrate in minutes instead of days, including a checklist of what needs professional confirmation.

Series machinery & product lines

Import the documentation of a product series once, then continue with project templates. The imported standards go straight into the standards checklist and the standards tracker.

Special-purpose machinery

Even extensive assessments of one-off machines with hundreds of hazards are migrated in full, with the import report as evidence of the transfer.

External CE consultants

Take over client projects independently of the legacy system and maintain them uniformly; the import report serves as handover documentation.

In detail per audience: CE software by audience

The Safexpert import is included in the Professional and Business plans. And the way back? You export your project data at any time in structured form as Excel or JSON; there is no lock-in. Background and comparison: Safexpert alternative at a glance.

Test the import with your real data

Start for free and check with one of your own Safexpert exports how cleanly your projects come across.