Creating Inventory Parent/Child Relationships in Bulk

Note:

Asset hierarchies are currently under preview. If your organization would like to enable access to any of the preview features listed below, please contact OneTrust Support to submit the request.

You can create relationships in bulk using the Create Inventory Relationship import template in Global Settings.

This template allows you to bulk create inventory relationships for assets in the IT & Security Risk Management module using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To open the bulk create templates

  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 for the Create Inventory Relationships tile.
    The Download Import Template modal appears.

  4. Select Parent/Child and click the Download button to download the template.
  5. Open the downloaded file in Microsoft Excel.
  6. Complete and save the downloaded template.


    Field
    Description
    Inventory ID

    Enter the GUID for the source inventory record.

    Note:

    The Inventory ID must be entered as GUIDs. The GUID can be found by navigating to the IT & Security Risk Management menu, selecting Assets, and clicking the Export button on the list screen to download the report. Copy the details in the Inventory ID column for the inventory you would like to update and paste the text into the bulk create relationships Excel template.

    Inventory Type

    Enter Assets.

    Relationship Label

    Select from the options available on the Options tab.

    Linked Inventory ID

    Enter the GUID for the linked inventory record.

    Note:

    The Linked Inventory ID must be entered as GUIDs. The GUID can be found by navigating to the IT & Security Risk Management menu, selecting Assets, and clicking the Export button on the list screen to download the report. Copy the details in the Inventory ID column for the inventory you would like to update and paste the text into the bulk create relationships Excel template.

    Linked Inventory Type

    Enter Assets.

  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 Create Inventory Relationships.

Relationship Type

Select Parent/Child.

File

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