Creating Issues Relationships in Bulk

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

Note:

You cannot create issues and relationships in a single bulk import template. This template only allows you to add relationships to existing issues.

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 Relationships tile.
  4. Open the downloaded file in Microsoft Excel.

    The Instructions tab of the spreadsheet appears.

  5. 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.

  6. 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 Target 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 Relationships in Bulk Template



Field
Description
Source (GUID)

Enter the source of the issue.

Note:

The Source (GUID) field requires the issue GUID value. To locate the GUID, navigate to the Issues list screen and click the Export button to download the report.

Locate the GUID field in the spreadsheet and copy and paste this into the Source (GUID) column. If you need to create more than one relationship per issue, you will need to copy the issue GUID on the following row.

Target (GUID)

Enter the target source of the issue relationship.

Note:

The Target (GUID) field requires a GUID value. To locate the GUID, navigate to the list screen of the object you would like to relate to the issue and click the Export button to download the report.

Locate the GUID field in the spreadsheet and copy and paste this into the Target (GUID) column.

Target Type

Enter the type of object you are relating to the issue.

Note:

Target 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 Relationships.

File

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