Creating Issues in Bulk

You can create issue records in bulk using the Create Issues import template. The template allows you to bulk create issues using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To complete a bulk import template

  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. Click the Download button on the Create Issues tile.
    The Download Import Template modal appears.

  4. In the Issue Type field, select Issues.
  5. Click the Download button to download the bulk import template.
  6. Open the downloaded file in Microsoft Excel.

    The Instructions tab of the spreadsheet appears.

  7. Update the fields for the downloaded template as needed. For more information, see Bulk Import Template Fields.
    Tip:

    Use the information on the Instructions tab to ensure the import is successful.

  8. Save the template to your computer.

Bulk Import Template Fields

The templates will list the active default and custom attribute fields that the user can edit. The Options tab displays all single-select and multi-choice attribute options.

Note:

All fields are optional unless noted otherwise. If a required field is left blank, the import will fail. If an optional field is left blank, the current data in OneTrust will be overwritten as blank.

The fields listed in the table below include system attributes only. If you have custom attributes enabled, these fields will appear after the Source Type column in the spreadsheet. Use the Attribute Manager to manage your custom attributes. For more information, see Adding, Editing, and Deactivating Issue Attributes.

Create Issues in Bulk Template



Field
Description
Name of Issue Required

Enter a name that describes the issue.

Workflow|Stage Required

Select the workflow and stage in which the issue will be assigned.

Note:

Workflow stage options can be found on the Options tab.

Organization Required

Select the organization related to the issue.

Note:

Organization options can be found on the Options tab.

Description

Enter a brief description of the issue.

Deadline

Enter the date by which the issue must be resolved.

Note:

The Deadline column must be formatted as formatted as YYYY-MM-DD.

You cannot enter dates in the past.

Closure Note

Enter any notes related to resolving the issue if you are creating historical issues.

Source ID

Enter the GUID/ID of the object in which you would like the issue to be created. GUIDS are unique identifiers required when creating or updating records in bulk using the import templates.

Tip:

Navigate to the object list screen and click the Export button to download the object information. Once downloaded, copy the GUID for the record in which you'd like to include in the bulk import template. This will be located in the first column.

Action Plan

Enter a plan to remediate the issue.

Priority Required

Select the priority level of the issue.

Note:

Priority options can be found on the Options tab.

Action Plan Status

Select the current status of the action/remediation plan for the issue.

Note:

Action plan status options can be found on the Options tab.

Approvers

Enter the email of the user(s) who will oversee remediation of the issue.

Note:

You can separate multiple issue owners by using a | symbol. For example, cleclair@ghughes.com|cgreen@ghughes.com.

Owners

Enter the email address of the issue owner(s) who will remediate the issue.

Note:

You can separate multiple issue owners by using a | symbol. For example, cleclair@ghughes.com|cgreen@ghughes.com.

Reason for Closure

If you are creating historical issues, enter the reason or rationale for closure.

Note:

Reason for closure options can be found on the Options tab.

Source Type

Enter the type of object in which you would like the issue to be created.

Note:

Source type options can be found on the Options tab.

To import a completed bulk import template

  1. On the Import Templates screen, click the New Import button.

    The New Import modal appears.

  2. Complete the fields. For more information, see New Import Modal Reference.
  3. Click the Submit button.
  4. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settingsmenu.
    Note:

    If there was an error with the upload, click the error link in the Result column to download a report indicating the errors.

New Import Modal Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create Issues.

Issue Type

Select Issue.

File

Click the Select File button to select the file you want to import.