Bulk Updating Contracts

You can update contracts in bulk using the Update Contracts template. This template allows you to bulk update contracts using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To complete a bulk import template

  1. On the Third-Party Risk Management menu, select Contracts.
  2. On the Contracts screen, click the Context menu, then select Bulk Update.
  3. Click Download on the Update Contracts tile.
  4. Open the document in Microsoft Excel.
  5. Update the fields for the downloaded template as needed. For more information, see Bulk Import Template Fields.
  6. Save the template to your computer.

Bulk Import Template Fields

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

The fields in the following table and any custom attributes you have added must have complete entries in order to bulk update contracts. You can complete the remaining optional fields as necessary in the Options tab in the Excel document.

Important:

All active attribute fields in your contract's Details are required, even if they are not marked as a required attribute in the UI. All attribute columns must be included in the import template with their existing values. If columns are added but left empty, the corresponding values will be cleared.

Field

Description

Use Values in the Options Worksheet

Contract Name

Enter the name of the contract.

Type

Enter the type of contract.

Contract GUID

Enter the GUID for the contract you would like to update. This information must be pasted from the contract export.

Organization

Enter the name of the managing organization responsible for the vendor. The organization must already exist in OneTrust.

Status

Enter the current status of the contract.

Date Created

Enter the date of the contract agreement date.

Note:

GUIDs, names, and other record information can be found on the Options worksheet and by downloading an export of your inventory records. See To locate GUIDS.

To locate GUIDS

  1. On the Third-Party Risk Management menu, select Contracts.

    The Contracts screen appears.

  2. Click the Export button.
    The Export Contract modal appears.

  3. Select the type of export you would like to use.
  4. Click the Export button to download the inventory.
  5. Click the Task icon and select the export description to open the file in Microsoft Excel.
  6. In the spreadsheet, copy the GUID for the record in which you'd like to include in the bulk import template.
  7. Paste the GUID into the related field of the bulk import template.