Creating Inventory Links in Bulk

Using Data Mapping Automation, you can create multiple relationships at once between different assets, processing activities, entities, and vendors. These relationships can be reviewed on the Related tab of each specific inventory record.

Creating relationships between inventories allows you to capture how various inventories work together and how data flows between them. For more information, see Transfers and Contextual Relationships: Feature Guide.

To link personal data to inventory records in bulk, see Bulk Linking Personal Data to Inventory Records.

Important:

The Create Inventory Links template allows you to create relationships of any kind but does not allow you to update attribute values.

To create relationships in bulk for a specific relationship type with the ability to update custom relationship attributes, see Bulk Importing Inventory Relationships.

To link inventories 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 record to which you want to create a link.
  6. Click the gear icon in the upper right-hand corner to access Global Settings.
  7. On the Global Settings menu, select Data Import > Import Templates. The Import Templates screen appears.

  8. Click the Download button on the Create Inventory Links tile. An Excel template downloads to your device.
  9. Open the Create Inventory Links template Excel file.
  10. Reference the exported inventory records to complete the downloaded template. For more information, see Bulk Create Inventory Link Fields.
  11. On the Import Templates screen, click the New Import button. The New Import modal appears.

  12. Complete the fields. For more information, see New Import Screen Reference.
  13. Click the Submit button.
  14. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settings menu.

New Import Screen Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the contents of the import.

Import Type

Select the Create Inventory Links import type.

Select File button

Select the spreadsheet you want to import from your device's file explorer.

Note:

Ensure the spreadsheet is saved as an .xlsx file (Microsoft Excel).

Create Inventory Link Fields

Field
Description
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.