Bulk Importing Personal Data

You can import and update personal data options in bulk.

To bulk import personal data

  1. On the Global Settings menu, select Import Templates from the Data Import section. The Import Templates screen appears.
    Note:

    You can also access this screen by clicking the Context Menu icon button on the Personal Data screen and selecting Bulk Create.

  2. Click the Download button of the Create/Configure Personal Data Options card.
  3. In Microsoft Excel, complete the downloaded template fields. For more information, see Personal Data Import Fields.
    Note:

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

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


    Note:

    Fields in bold are required.

    Field
    Description
    Import Name

    Enter the name of the import.

    Import Description

    Enter a brief description of the import.

    Import Type

    Select the type of template you are importing.

    File

    Click the Upload File button.

    Use the file explorer to select the spreadsheet you want to import.

    Note:

    Be sure the spreadsheet is saved as an XLSX file (Microsoft Excel).

  5. Click the Submit button.
    Note:

    To view the status and result of your bulk import, go to the Bulk Import screen.

    If there is an error in the upload, click in the Result column for the import to download a report indicating the error(s).

Personal Data Import Fields

Data Categories

Field
Description
Data Category Name

Enter the name of the data category.

Description

Enter a brief description of the data category.

Data Classifications

Field
Description
Data Classification Name

Enter the name of the data classification.

Description

Enter a brief description of the data classification.

Data Elements

Field
Description
Data Element Name

Enter the name of the data element.

Data Category

Enter the data category into which the data element fits.

Note:

If this category is not available in OneTrust or in this template, then the import will result in an error.

Data Classification

Enter the data classification into which the data element fits.

Note:

If this classification is not available in OneTrust or in this template, then the import will result in an error.

Description

Enter a brief description of the data subject.

Data Subject Types

Field
Description
Data Subject Type Name

Enter the name of the data subject type.

Description

Enter a brief description of the data subject.

Personal Data Configuration

Important:

If you want your data elements to be configurable on inventory records upon import completion, this tab of the template must be completed to link the data elements to data subject types.

Field
Description
Data Subject Type Name

Enter the data subject type to which you want to assign a data element.

Note:

If this data subject type does not already exist in your account or has not been entered in the Data Subject Types tab of the template, then the import will result in an error.

Data Element Name

Enter the name of the data element that you are assigning.

Note:

If this data element does not already exist in your account or has not been entered in the Data Elements tab of the template, then the import will result in an error.