Creating Vendor Record Tasks in Bulk

You can create vendor record tasks in bulk using the Create Inventory Task Import template. This template allows you to bulk create tasks for inventory items using a Microsoft Excel spreadsheet that can be imported into OneTrust.

To bulk create vendor tasks

  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 Inventory Task Import tile.
  4. Open the downloaded file in Microsoft Excel.
  5. Complete the downloaded template for the tasks you want to create.


    Field
    Description
    Task Name

    Enter a name for the task.

    Note:

    Max of 500 characters.

    Assignee

    Enter the email address of the user responsible for completing the task. This must be an existing user.

    Deadline

    Enter the date by which the task should be completed. The Deadline column must be formatted as YYYY-MM-DD.

    Description

    Enter a brief description of the task.

    Inventory ID

    The inventory GUID from the URL of the vendor in which you would like to add these tasks.



    Note:

    The Inventory ID can also be retrieved by exporting the inventory list.

  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 to add the tasks to the vendor record.
  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.

New Import Screen Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the contents of the import.

Import Type

Select Create Inventory Task Import.

File

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

Note:

Verify that the spreadsheet is saved as a .xlsx file.