Importing Questions to Answer Libraries in Bulk

You can import questions to answer libraries in bulk. The Add to Answer Libraries template is available on the Import Templates screen which allows you to bulk add questions and answers to your Answer Libraries in bulk using a spreadsheet that can be uploaded into OneTrust.

To import questions and answers in bulk

  1. On the Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Click the Bulk Create button. The Import Templates screen appears.

  3. Click the Download button on the Add to Answer Libraries tile.
  4. Open the downloaded file in Microsoft Excel.
    Note:

    The system can automatically create libraries that have not been created by adding them to the Excel file. You can add multiple tags by separating them by a bar delimiter (|).

  5. Complete the downloaded template for the questions and answers you want to import. For more information, see Bulk Import Fields.
  6. On the Import Templates screen, click the New Import button. The New Import modal appears.

  7. Complete the fields, for more information, see New Import Screen Reference.
  8. Click the Submit button.
  9. 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 in the upload, click the link in the Result column for the import to download a report indicating the errors.

Bulk Import Fields

Field
Description
Question

Enter the questions that you would like to appear in your Answer Library.

Answer

Enter Yes, No, or Not Applicable. You can also create blank answers to questions that Yes, No, and Not Applicable do not apply, for example, "What is your address?", then provide an answer in the Supporting Answer field.

Supporting Answer

Enter a supporting answer that helps explain the answer or provide justification.

Library

Enter the name of the answer library in which you would like to bulk import questions.

Tags

Enter tag names to help identify the question and answer.

Internal Notes

Add internal notes to a question that will not be visible to customers.

New Import Screen Reference



Field
Description
Import Name

Enter a name for the bulk import.

Import Description

Enter a brief description of the bulk import.

Import Type

Select Add to Answer Libraries.

File

Click the Select File button and use the file explorer to select the spreadsheet you want to import.