Creating and Managing Library Records in Bulk

You can create and update library records in bulk using import templates in Global Settings. These templates allow you to bulk create and update records in libraries using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To open the bulk import template

  1. On the IT & Security Risk Management menu, select Libraries.
  2. Open the library in which you would like to create or update records in bulk.

    The corresponding library screen appears.

  3. Click the Context Menu icon and select the bulk option based on your needs.

    The Import Templates screen appears.

  4. Click the Download button on the appropriate tile to download the bulk import tasks template.
    Tip:

    The tiles available for libraries include:

    • Add to Threats Library

    • Bulk Update Risk Library

    • Add Risks to Risk Library

    • Add to Controls Library

    • Update to Controls Library

    • Add to Vulnerabilities Library

  5. Open the downloaded file in Microsoft Excel.
  6. Complete and save the downloaded template.
  7. On the Import Templates screen, click the New Import button.

    The New Import modal appears.

  8. Complete the fields. See New Import Modal Screen Reference.
  9. Click the Submit button.
  10. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settings menu.
    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 Screen Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select the type of import you are adding to the OneTrust application.

File

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