Managing Privacy Notices in Bulk

You can create privacy notice records in bulk using the Create Privacy Notices import template. The template allows you to bulk create privacy notices using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To complete a bulk import template

  1. Click the Gear icon in the upper right-hand corner to access Global Settings.
  2. On the Global Settings menu, select Data Import > Import Templates. The Import Templates screen appears.

  3. Click the Download button on the Create privacy notices or Update privacy notices tile to download the bulk import template.
  4. Open the downloaded file in Microsoft Excel.
  5. Update the fields for the downloaded template as needed. For more information, see Bulk Import Template Fields.
  6. Save the template to your computer.

Bulk Import Template Fields

The templates will list the active default and custom attribute fields that the user can edit.

Create privacy notices in Bulk Template



Field
Description
Privacy Notice Name

Enter the name of the policy notice.

Description

Enter a brief description of the policy notice.

Managing Organization

Select the organization to which the privacy notice belongs.

Note:

Managing organization options can be found on the Options tab.

Default Language

Select the default language of the privacy notice.

Note:

Default language options can be found on the Options tab.

Privacy Notice Owners

Enter the email addresses of the privacy notice owners.

Note:

You can add multiple email addresses by using the | symbol. For example, tcambel@ghughes.com | cleclair@ghughes.com.

Privacy Notice Approvers

Enter the email addresses of the privacy notice approvers.

Note:

You can add multiple email addresses by using the | symbol. For example, tcambel@ghughes.com | cleclair@ghughes.com.

Effective Date

Enter the start date of when the privacy notice becomes effective.

Note:

The Effective Date column must be formatted as MM/DD/YYYY. For example, 04/21/2023.

Expiration Date

Enter the date in which the privacy notice expires.

Note:

The Expiration Date column must be formatted as MM/DD/YYYY. For example, 04/21/2023.

Update privacy notices in Bulk Template



Field
Description
ID (GUID)

Enter the ID (GUID) of the privacy notice.

Tip:

To locate the GUIDS, export the priavcy notice list screen. The GUID values will be in the first column. You can also navigate to the Privacy notice details screen and copy the GUID from the URL field.



Privacy Notice Name

Enter the name of the policy notice.

Description

Enter a brief description of the policy notice.

Managing Organization

Select the organization to which the privacy notice belongs.

Note:

Managing organization options can be found on the Options tab.

Default Language

Select the default language of the privacy notice.

Note:

Default language options can be found on the Options tab.

Privacy Notice Owners

Enter the email addresses of the privacy notice owners.

Note:

You can add multiple email addresses by using the | symbol. For example, tcambel@ghughes.com | cleclair@ghughes.com.

Privacy Notice Approvers

Enter the email addresses of the privacy notice approvers.

Note:

You can add multiple email addresses by using the | symbol. For example, tcambel@ghughes.com | cleclair@ghughes.com.

Effective Date

Enter the start date of when the privacy notice becomes effective.

Note:

The Effective Date column must be formatted as MM/DD/YYYY. For example, 04/21/2023.

Expiration Date

Enter the date in which the privacy notice expires.

Note:

The Expiration Date column must be formatted as MM/DD/YYYY. For example, 04/21/2023.

Workflow | Stage

Enter the name of workflow and stage.

To import a completed bulk import template

  1. On the Import Templates screen, click the New Import button. The New Import modal appears.

  2. Complete the fields. For more information, see New Import Modal Reference.
  3. Click the Submit button.
  4. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settings menu.
    Note:

    If there was an error with the upload, click the error link in the Result column to download a report indicating the errors.

New Import Modal Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create rrivacy notices or Update privacy notices.

File

Click the Select File button to select the file you want to import.