Importing Historic Requests Into OneTrust

Using Privacy Rights Automation, you can leverage import templates to import historic data subject or consumer rights requests into OneTrust. Importing historic data subject requests enables you to continue administration and oversight of your organization's request fulfillment.

To import historic requests in bulk

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

  2. Click the Download button of the Import Historic Data Subject Requests tile. An Excel import template downloads to your device.
  3. In Microsoft Excel, complete the downloaded template fields.
    Fields in bold are required.

    • Web Form

    • Workflow

    • Subject Type

    • Request Type

    • First Name

    • Last Name

    • Email

    • Country

    • Address

    • City

    • State

    • Zip

    • Phone Number

    • Request Details

    • Preferred Language

    • Created Date

    • Last Updated

    • Completed Date

    • Extended

    • Days Extended

    • Organization

    • Stage

    • Resolution

    • Approver

    Tip:

    Enter the information in the Options tab of the spreadsheet when populating the fields for an accurate and successful import.

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


    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).

    Once complete, your historic requests populate on the Requests list screen.

To convert date formats

The correct format for importing data is YYYY-MM-DDThh:mm:ss.SSSZ, whereas the commonly used Excel format is DD-MM-YYYY h:mm. It is crucial to convert dates to the appropriate format to avoid import errors.

Example converted dates:



  1. Create a new Excel sheet.
  2. Use the formula to convert your date to the required format:
    CODE 
    =TEXT(A2, "yyyy-mm-ddThh:mm:ss.000Z")

    Replace A2 with the cell that contains your original date.

  3. After converting, copy the formatted date and use the Paste Special function in Excel to paste the values into your historic request sheet.