Importing Privacy Requests into Transcend
Transcend's bulk import tool allows for uploading privacy requests into Transcend from another source. This is helpful to bring a backlog of DSRs into Transcend or take bulk action on existing DSRs.
You can use the upload functionality to create and initiate a privacy request in Transcend to support many use cases, but here are some common examples:
- Upload new requests that were received from another source (ex: a privacy@ email inbox). If you regularly receive privacy requests to a destination outside of Transcend like a team email or a ticketing system, you can bulk import them into Transcend for automated processing.
- Migrate outstanding requests, or a record of past requests to Transcend from another system. If you have a historical record of completed DSRs in another system, you can import them to Transcend to keep a complete record in Transcend. Additionally, if you have outstanding requests in another system, they can be imported to Transcend for automated processing.
- Initiate past, completed privacy requests to a newly integrated data silo. In some cases, you may want to process completed requests against a new integration in Transcend. You can export the applicable DSRs from the Transcend Request Dashboard and re-import them to process against a specific data silo.
- Bulk restart a group of requests.
There are a few required fields and several optional fields you can include when importing a CSV of privacy requests into Transcend. This allows for specifying core information about the request like the data subject type, action type and the data subject identifiers for the request, as well as configuring the request behavior which includes things like email verification, email communications to the data subject, data silos to include, etc. When importing privacy requests to Transcend via CSV, there are validations in place
A note on column names
When a CSV is uploaded to Transcend, a match will be made from the column title to the respective field or entity in Transcend. For example, a column titled ‘email’ will map to the email address identifier on the privacy request in Transcend. It’s important to ensure each column is named and formatted in a way the import will recognize. Please see the
Column Name column in the table below for the exact column titles to use in the CSV upload.
Here is a sample template that can be used as a reference.
|Data Subject Type||Request Type||Core Identifier||Email Is Verified||userID|
|(required)||(required)||(required)||(required)||(optional)||(custom identifier - optional)|
Once you have a formatted CSV listing all requests that need to be uploaded, use the following steps to import the CSV into Transcend.
- Navigate to Privacy Requests → Incoming Requests in the Transcend Dashboard
- Use the “Upload Requests from CSV” button to initiate the import
- Select the CSV to upload
- Preview all the columns for upload. If all columns are green and the “Upload Status” is Pending the upload can proceed.
- If there is an error, or any of the columns are red, there is a formatting error in the name of one of the columns or with a field value itself. You can use the “Download errors” button to see the specific error(s) and how to resolve them. Once the errors are resolved, you can re-upload the CSV and proceed with the import.
- Once the upload preview is error-free, use the “Submit Privacy Requests” button to upload the requests to Transcend.