Creating Project Records in Bulk

You can leverage the Create Objects template to easily to bulk import Project objects to support Privacy by Design initiatives with Global Data Manager.

To create Project Records in bulk with templates

  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. Locate the Create Object template.

    Create objects template
  4. Click the Download button.

    The Download Import Template modal appears.

  5. In the Object Type field, select Projects.

    Download import template - Object type
  6. Click the Download button.
  7. Open the downloaded file in Microsoft Excel.
  8. Complete the downloaded template for the records you want to import. The following columns are included:

    • Name

    • Workflow | Stage

    • Organization

    • Deadline

    • Description

    • Project Link

    • External ID

    • Intended Use(s)

    • Project Owner

    • Status

    • Type

    Note:

    The bulk import process does not support the following characters when creating multiple inventory records: /, |, and ;. A new row is needed for each record.

    In addition, allow the bulk import to complete before uploading more files. Files larger than 64 MB are not supported.

To import the template

  1. Navigate to the Data Import > Bulk Import menu.
  2. Click the New Import button.

    The New Import modal appears.

  3. In the Import Name field, enter a name for the import.
  4. In the Import Description field, enter a brief description of the contents of the import.
  5. In the Import Type field, select Create Objects.

    The Object Type field appears.

  6. In the Object Type field, select Projects.
  7. In the File field, click the Upload File button.
  8. Use the file explorer to select the spreadsheet you want to import.
    Note:

    Verify that the spreadsheet is saved as a .xlsx file.

  9. Click the Submit button. 

    New import modal
  10. 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 in the upload, click the link in the Result column for the import to download a report indicating the errors.