Importing Request Data Using CSV

This feature allows the user to mass upload closed historical Data Subject Requests from DSR systems to IRM using a .csv file. Admins can download CSV file format for a particular intake form and then upload the same file with data populated. The upload feature validates the file and catches any errors when a file is imported. These are the validations set:

  • File must be a valid .csv file type
  • File must not exceed 100MB
  • Single file upload only
  • The date format should be YYYY-MM-DD

NOTE: When adding a comma-separated value in the template (e.g. 123 Any Street, Bakersfield Field, CA 1233), the value should have a Delimiter by using quotation marks (e.g. “123 Any Street, Bakersfield Field, CA 1233”).

To download the CSV format and then upload the file with Data Subject Requests, follow these steps:

  1. On the Requests page, click the Import .csv Request Data icon.

  1. Select the appropriate Intake Form from the drop-down menu and click Download Form. Use the downloaded CSV file as a reference format to populate historical request data.

  1. Upload the CSV file with DSR data in the Import request field and click Import.