Linking Personal Data to Relationships in Bulk

Using Data Mapping Automation, you can link personal data to inventory relationships in bulk to capture the data involved in your transfers.

To link personal data to relationships in bulk

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the Export button. An export notification appears in the Notifications popover.
  3. Click the Notifications icon .
  4. Click Download on the export notification to download the Microsoft Excel spreadsheet.
  5. Repeat this process for each type of inventory to which you want to include in your import template.
  6. Click the gear icon in the upper right-hand corner to access Global Settings.
  7. On the Global Settings menu, select Import Templates from the Data Import section. The Import Templates screen appears.

  8. Click the Download button of the Link Personal Data to Inventory Relationship tile. An Excel template downloads to your device.
  9. In Microsoft Excel, use your exported data to complete the downloaded template. For more information, see Link Personal Data to Relationships Import Fields
    Important:

    You must add a new row and fill out all columns for each data subject-data element pair you want to capture.

    Note:

    The bulk import process does not support the following characters: /, |, and ;.

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


  11. Enter the name of the import.
  12. Enter a brief description of the import.
  13. Select the type of import you are uploading.
  14. Click the Upload File button.
  15. Use the file explorer to select the spreadsheet you want to import.
  16. Click the Submit button.

Link Personal Data to Relationships Import Fields

Field
Description
Relationship ID

Enter the relationship ID.

Source ID

Enter the source inventory ID.

Source Name

Enter the name of the source inventory.

Source Type

Enter a valid label for the source type. See About Inventory Linking and Relationships.

Relationship Label

Enter a valid label for the relationship type. See About Inventory Linking and Relationships.

Target ID

Enter the target inventory ID.

Target Name

Enter the name of the target inventory.

Target Type

Enter a valid label the target type. See About Inventory Linking and Relationships.

Context Processing Activity ID

Enter the inventory ID for the context processing activity.

Context Processing Activity Name

Enter the name of the context processing activity.

Data Element Name

Enter the name of data element relevant to the transfer.

Note:

Refer to the Options tab in the import template for valid data element values.

Data Subject Type Name

Enter the name of the data subject type relevant to the transfer.

Note:

Refer to the Options tab in the import template for valid data subject type values.