DASTRA
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  • What is Dastra
  • 🇪🇺USEFUL REMINDERS
    • What is GDPR ?
    • GDPR key concepts
      • Personal data
      • Record of processing activities (ROPA)
      • Privacy impact assessment
      • Data retention period
      • Data Subject Rights (DSR)
      • Privacy by design and by default
      • Security measures
      • Data breach notifications
    • Risk management
      • Definition of risks
      • Risk assessment
      • Vendor risk management
  • 🧑‍🎓GETTING STARTED
    • Setting up
      • Create and set up a workspace
      • Create and set up organizational units
      • Appointing a DPO
      • Add a lead authority
      • Invite users
      • Managing roles and permissions
      • Create and assign teams
      • Frequently asked questions
    • Tutorial
      • Step 1: Setting up
      • Step 2: Map your personal data processing and draw up a register
      • Step 3: Managing risks
      • Step 4: Prioritize actions
      • Step 5: Implement internal processes
      • Step 6: Document compliance
    • Support
      • The dastronaut's assistant
      • Online help
      • Request support
      • The customer support process
  • ⚙️Features
    • Dashboard
    • General
      • Advanced Filters
      • Import your data (Excel, Csv)
      • Tag management
      • Custom fields
      • AI Assistant
      • Email templates
    • Data Mapping
    • Record of processing activities
      • "Data controller" record
      • "Data processor" record
      • Establish your record
      • Export / import the record
      • Use a processing activity template
      • Declare a processing activity
      • Complete a data processing activity
        • General information
        • Stakeholders
        • Purposes
        • Dataset
        • Assets
        • Data subjects
        • Data subjects rights (DSR)
        • Recipients
          • Data transfers outside the EU
        • Security measures
        • Impact analysis
        • Documentation
      • Create relationships between processing activities
      • Processing freshness
      • Share the record of processing
      • Data visualization
        • View the treatment tree
        • View the record data map
        • View the transfers map
      • Frequently asked questions
    • Audits and DPIA
      • Create or modify an audit template or DPIA
      • Scheduling an audit or a PIA
      • Share an audit report or PIA
      • FAQ
    • Privacy hubs
      • Create a Privacy hub
      • Configure your Privacy hub
        • Homepage and general configuration
        • Questionnaires
        • Data subject requests
        • Record of processing activities
        • Attachments
        • Organizational chart
        • Contacts
        • Security
        • Appearance and design
      • Preview and share your privacy hub
      • Collecting data processing projects from a Privacy hub.
    • Contracts
      • Declare a Contract
      • Structure of a contract
      • Documents
      • Assets
      • Signers
      • Linked users
      • Sign the contract
      • Docusign integration
      • Contract versions
      • Contract templates
    • Risk management
      • Glossary of terms
      • Risk management process
        • 1. Identification
        • 2. Assess
        • 3. Monitor
        • 4. Control
        • Let's recap
      • Dastra / eBios RM comparison
      • Attach a risk to a processing activity
      • FAQ
    • Planning
      • Create your action plan
      • Create or modify a project or an iteration
      • Monitor, screen or export your tasks
      • Customise the task workflow
      • Share as calendar
      • Customise the task workflow
      • Go further with planning
      • FAQ
    • Data subject right request
      • Manage data subject right requests
      • Set up a data subject right request widget
      • Technical integration
      • API integration
    • Manage data breach notifications
      • Report a data breach
      • Export your data breach notifications
    • Manage cookies consent
      • Widget configuration
        • Preliminary study
        • Cookies scanning
        • Classify cookies by consent categories
        • The purposes of cookies
        • Implement a cookie consent widget
        • Collect proof of cookie consent
        • Go further on cookie consent
        • In case of unavailability
      • Technical integration
        • Functioning of the widget
        • Quick start
          • Wordpress
        • Language management
        • Test the integration of a widget
        • Blocking cookies
          • Blocking iframes (twitter/youtube...)
          • Google Tag Manager
        • Advanced Design
        • Manage consent programmatically
        • User identification
        • Mobile applications
          • Hybrid applications
          • Native applications
        • TCF 1.1/2.0
      • RGAA compliance
      • Breakdown service
    • Regular review (freshness)
    • Custom Reporting
      • Integration with data analysis tools (BI)
    • AI Systems
      • Establishing a record of AI systems
      • Risk analysis and business value
      • Transparency notice
      • AI Models repository
    • Advanced configuration
      • SCIM
      • Roles and permissions
      • Single Sign On (SSO)
        • SAML 2
        • OpenId
        • ADFS
        • Active Directory
        • Okta
        • Known problems
      • References
      • API key management
      • Notifications
      • Workflow steps / process flow
      • Incoming mail data collection
      • OneDrive/Google Drive integrations
      • Webhooks
      • SMTP configuration
      • Workflow rules
      • Message templates
      • Email domains
  • PARTNERS
    • Portal
  • 📄API documentation
    • Configuration
    • Authentication
    • API References
    • Integrations
      • Frequently asked questions
  • 🛡️Security
    • Security at Dastra
    • Security roadmap
    • Quality of Service
  • Certifications
  • 🤖Other
    • FAQ
    • Known problems
    • Changelog
  • Referentials
    • CNIL referentials
      • HR referential from CNIL
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  • Importing data into Dastra
  • 1. Preparation of the data file
  • 2. Download the template file
  • 3. Check your data
  • 4. Import the data
  • 5. That's it!

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  1. Features
  2. General

Import your data (Excel, Csv)

Importing data into Dastra

Dastra allows you to easily import your own data in spreadsheet format directly into the application.

Imports are possible in the following modules:

  • import of the record

  • import of actors

  • import of assets

  • import of datasets

  • import of fields

  • import of security measures

  • import of categories of persons concerned

  • import of audit responses

  • import of audit models (to come)

  • import of risk types

  • import of rights exercise requests

  • import of data breaches

  • import of tasks

In each import, the process is the same.

It is done in 4 steps:

1. Preparation of the data file

Dastra supports the following data formats:

  • Excel (.xlsx)

  • Flat files (.csv, .txt) with separator; and UTF-8 encoding (encoding is important to have accents)

  • JSON (Only for the import of the complete record and the treatment models)

To access the data import menu, click on the "import" button under each arrow of the create button.

Select Excel if asked:

2. Download the template file

Then, download a file template by clicking on the "Download file template" button:

The template file is a CSV file that you can easily edit with a Libre Office, Wordpad, Excel or Google Sheet.

This will contain all the necessary columns with sample data.

Example file (for the record):

Fill in the file template

Fill the downloaded file with your data.

For each data file, you will be able to display the expected values on the columns:

Load the file

Once your data file is ready, you may need to specify an organizational unit. All imported files will be placed in this organizational unit.

Only object imports that can be attached to organizational units are concerned. For example, the processing record or data breaches. Actors, measures or datasets are not concerned.

Update data via import

It's proposed to check a box allowing to update the existing data.

This feature allows you to update data in Dastra from the data in the Excel file.

By default, the import will create new objects. If the object already exists (an actor for example), the import will not create a new object.

It's possible to update an existing object (for example an actor). In this case, select the "Update to existing data" box and choose the matching field. This field will be the key to identify the fields to be updated.

By clicking on the "Overwrite matched row" button, the corresponding data will be replaced by the data from the import.

Send the file

Send the file by clicking in the zone:

You can also upload your files by dragging and dropping them into the file upload area

3. Check your data

The following utility allows you to validate and possibly choose the columns of your Excel file on the columns expected in import format.

If everything seems to be in order, you can start the data import.

4. Import the data

Start the data import by clicking on the continue button. The import process will then start.

5. That's it!

Congratulations! You have reached the end of this guide! We recommend that you verify that the data has been imported into the tool.

Dernière mise à jour il y a 4 mois

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⚙️
Preparation of the data file
Downloading the file
Verification of data before import
Importing the data
Line 2 contains example data that must be replaced
Expected values for the record import file