Bulk importing objectives

Bulk import objectives if you need to avoid time-consuming manual data entry or migrate data from another system.

You can also update multiple objectives at once using sessions in Bulk Importer. For more information, see Update existing objectives in bulk.

How it works

You open a new Bulk Importer session and download the Excel template from the Bulk Importer page in the Platform home. You prepare data in the template and then you upload the template in the Bulk Importer page.

Where are the uploaded objectives?

Once you upload objectives, the data is available in:

the Fieldwork tab in the Projects app
the Sections tab in the Frameworks app

Before you start

Before you can import objectives, you need to do one of the following:

Create a project through the Bulk Importer by filling in the Projects worksheet or from the user interface.
Create a framework through the Bulk Importer by filling in the Frameworks worksheet or from the user interface.

Note

Using the Bulk Importer, you can create many Diligent One resources in a single import. You can fill in the worksheets of all the resources required and import them all, in one go.

Workflow

Permissions

Only System Admins can bulk upload Diligent One resources from Bulk Importer.

Upload new objectives in bulk

Note

Interface terms are customizable, and fields and tabs are configurable. In your Diligent One organization, some terms, fields, and tabs may be different.
If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Open a new Bulk Importer session and download the Excel template

Open the Platform home page (www.diligentoneplatform.com).

Note

If your company uses more than one instance in Platform home page, make sure the appropriate instance is active.
Select Platform Settings, and under Organization management, select Organization.
On the page that appears, in the Bulk Importer section, click Manage bulk resources.

A new Bulk Importer session begins, with the session ID appended to the URL.

Caution
Always begin a new session to add new resources, else you may lose previously uploaded data.

Learn more

For example: You want to import 200 entities in two batches (100 +100). If you upload the batches one after the other in the same session, then after you upload the second batch, the data uploaded in the first batch will get replaced with data in the second batch. To avoid this data loss, always upload the first batch in one session and begin a new session for the next batch. Likewise, begin new session to add more new resources.

Note
You can use previous sessions to update previously uploaded data. For more information, see Update functionality in the Bulk Importer.
Under Select resource, select one of the following options in the resource type:
- Projects > Project names To create objectives for a particular project. The template is dynamic and has built-in configurations of the selected project. Using this method, you can create multiple Diligent One resources (objectives, risks, controls, and mitigations) belonging to a particular project.
- Frameworks > Framework names To create objectives for a particular framework. The template is dynamic and has built-in configurations of the selected framework. Using this method, you can create multiple Diligent One resources (objectives, risks, controls, and mitigations) belonging to a particular framework.
- Projects > Project types To create objectives for a project or a framework, based on a project type. The template is dynamic and has built-in configurations of the selected project type. Using this option, you can create multiple Diligent One resources (projects, frameworks, objectives, risks, controls, and mitigations), based on a project type. You can do the same thing using the Frameworks > Project types option too.
- All resources To bulk import all resources at once: projects, frameworks, objectives, risks, controls, mitigations, issues, actions, requests, entities, and compliance maps. The template is static and it takes some effort to complete, as you will have to figure out the configuration of the resources manually.
Click Download .xlsx Template.
The Excel template saves to your local machine.

Prepare data in the template

Open the downloaded template and go to the Objectives worksheet. If it is a dynamic template (adding objectives for a particular project or a framework), the parent resource and its ID is appended to the worksheet name. For example: Objectives-projects-42541.

Copy and paste or enter your data into the template. For help with entering data, see Tips for preparing content.

Note

If you use Add-In for Excel, ensure the ACL Add-In option is disabled before modifying the Excel template. To learn how to do it, see Configuring Add-In for Excel.
Do not change the name of the worksheet or the fields. These are case sensitive and must not be modified.
The maximum number of rows that can be uploaded at once is 2000 (including all the worksheets).

Field	Description
referenceId mandatory	Specifies a unique ID for the resource. This must be unique for each row in the worksheet. It can contain a combination of text and numbers, and the maximum length is 255 characters. This field is the primary key for each row in the template. You will need this key if you want to update this resource again. Important You can use reference IDs to associate resources to one another, on the fly. For example, you can create a new project and a new objective associated to that project in the same upload. You can do this by creating a link between the project and the objective by providing referenceId in the required field. To learn more about associating Diligent One resources in Bulk Importer, see Using reference IDs to link resources in Bulk Importer. Note Reference IDs are required when you add or update resources using the Bulk Importer. They are not available when you add / update resources from the user interface of Diligent One.
parentResourceId mandatory (static template only)	Specifies ID of the parent resource, where you want to place this objective. The parent resource can either be a project or a framework. For example: https://stark.projects.diligentoneplatform.com/audits /90305/dashboard, where 90305 is the parent resource ID. Note Alternatively, in this field, you can provide reference ID of a new project or reference ID of a new framework that you have added in the current template. To learn more about associating Diligent One resources in Bulk Importer, see Using reference IDs to link resources in Bulk Importer.
parentResourceType mandatory (static template only)	Specifies type of the parent resource. They are of two types: `projects` `frameworks` The default is projects. Note Use only English default values for this field. Custom English values and localized (non-English) values are not yet supported in Bulk Importer.
title mandatory	Specifies name of the objective. For information about objectives, see Defining objectives .
reference mandatory	Specifies reference number or code for the objective.
description	Specifies detailed description of the objective. Tip Use HTML tags to format text. For example: <b>, <i>, <ol>, <ul>.
divisionDepartment	Specifies the division or department responsible for the objective.
owner	Specifies the person responsible for the objective.
executiveOwner	Specifies executive owner of the objective.
position	Specifies the value that determines the order in which the objective is displayed. Tip Fill in the values in sequential order, so that the resources appear in the same order after the import.
assignedUserId mandatory	Specifies user ID (UID) or email ID of the user assigned to the objective. You can only specify users with a Professional Manager or Professional User role in the project. Note Ensure the user you want to add to this field has already been assigned to the respective project / framework. To learn about assigning user roles, see Assigning user roles in projects and frameworks Learn how to get the UID of a user.
entities	Specifies entity IDs of the entities that are tagged to the objective. You can find entity ID in the URL when you navigate to an entity. For example: https://stark.projects.diligentoneplatform.com/ auditable_entities/33055, where 33055 is the entity ID. You can provide multiple IDs separated by commas. Note Alternatively, in this field, you can provide reference ID of a new entity that you have added in the current template. This will associate the objective with the entity when you upload the template. To learn more about associating Diligent One resources in Bulk Importer, see Using reference IDs to link resources in Bulk Importer. To learn more about entities, see Setting up entity tagging.
customAttributes_1_term - customAttributes_n_term	Specifies custom attribute fields 1 through n. The custom attributes in the Excel template depend on the type of template, as follows: Project names / Framework names / Project types: By default, the template will contain the custom attribute fields defined in the project type. All resources: You have to manually check and enter the custom attribute fields, both the term and the value. The template will have one pair of custom attribute term and value, and you can add nine more pairs if required. To add, follow the same naming convention by adding a counter, for example: customAttributes_2_term, customAttributes_2_value, etc. The custom attributes of a project, framework, and their components are defined in the project type. For more information about custom attributes, see Customizing terms, fields, and notifications.
customAttributes_1_value - customAttributes_n_value	Specifies custom attribute values 1 through n. The custom attributes in the Excel template depend on the type of template, as follows: Project names / Framework names / Project types: By default, the template will contain the custom attribute fields defined in the project type. All resources: You have to manually check and enter the custom attribute fields, both the term and the value. The template will have one pair of custom attribute term and value, and you can add nine more pairs if required. To add, follow the same naming convention by adding a counter, for example: customAttributes_2_term, customAttributes_2_value, etc. The custom attributes of a project, framework, and their components are defined in the project type. For more information about custom attributes, see Customizing terms, fields, and notifications. Note If a value begins with a square bracket or contains a comma, semicolon, or a line break, enclose the value in double quotation marks (" "). For example: "[2021]", "First, second asset", "This is important; this too". For a multiple choice field, you can add multiple values by separating each value with a comma. For a dropdown list or a multiple choice field, ensure the values are exactly the same as provided in the options.

Note

In the dynamic template, for a dropdown field, the options in the dropdown list appear only for the first row. To get those options for more rows, copy the first row and paste it to the rows required.

Save and close the template.

Tips for preparing content

Preparing content involves:

copying and pasting your source data into the Excel template
entering data, where applicable, in the Excel template
saving the template in preparation for bulk upload

Learn more

The table below provides a variety of tips you can use to quickly and efficiently prepare your content in the Excel templates.

Task	Steps
View both the template and your source document on one screen	Windows users: Press Windows key + right or left arrow. Mac users: Drag the window to fill one half of the screen.
Copy/paste data from multiple cells in the template	In Excel, select the appropriate cells. Press CTRL + C. Click the appropriate cell where you would like to paste the data. Press CTRL + V to paste.
Treat a number or formula as text	In Excel, insert an apostrophe before the number in the formula.
Change the column width or row height to automatically fit your data	In Excel, do any of the following: Select the column that you want to change and double-click the boundary to the right of a selected column heading. Select the row that you want to change and double-click the boundary to the bottom of a selected row.
Enter sequential numeric data	In Excel, enter the first number of the sequence in the appropriate cell. Select the cell. Move your cursor to the lower-right corner of the cell and drag the outlined area to where the sequence should end. Click Auto Fill Options. Select Fill Series.
Use formulas to calculate data	In Excel, click the appropriate cell. Enter your formula in the fx field. Below are some common formulas: SUM - Allows you to add two or more numbers together. Example: =SUM(A1:B5) COUNT - Counts the number of cells in a range that have numbers in them. Example: =COUNT(A1:A10) TRIM - Gets rid of any space in a cell, except for single spaces between words. Example: =TRIM(A1) LEN - Counts the number of characters in a cell. Example: =LEN(A1)
Sort or filter data in a single column	In Excel, do one of the following: Click Home > Sort & Filter. Click Data > Filter. The column headings have an arrow next to the heading name. Navigate to the column you want to filter and click the arrow next to the heading. The sort and filter window opens. Sort or filter data in the column, as needed.

Using reference IDs to link resources in Bulk Importer

Reference ID is a field in the Bulk Importer Excel template. It is the first field in all the worksheets and is available for all the resources. It is a unique identifier for each record in the worksheet.

Using reference IDs, you can associate Diligent One resources to each other, on the fly. For example, you can create a project and an objective that is associated to the project in the same import. You can do this by providing referenceId in the required field.

Objectives can be linked to risks and controls during import using reference IDs.

Show me some examples

Example 1

Scenario

Using the Bulk Importer, you want to accomplish the following in a single upload:

Create a new project.
Create a new objective and associate it to the new project.

Process

You download and open the Excel template. You go to the Projects worksheet and fill in the required fields including the referenceId. You copy the referenceId of the new project.

Then, you go to the Objectives worksheet, add the new objective details, and in the parentResourceId field, you paste the referenceId that you copied from the Projects worksheet. By doing this, you are associating the new objective to the new project.

Result

When you upload the template, the following things happen:

A new project is created.
A new objective is created, and the new objective is associated to the new project.

Example 2

Scenario

Using the Bulk Importer, you want to accomplish the following in a single upload:

Create 1 new project.
Create 1 new objective and associate it to the new project.
Create 2 new risks and 2 new controls and associate them to the new objective.

Process

You download and open the Excel template, go to the Projects worksheet and add in details of the new project such as the referenceId and other required fields. You copy the referenceId of the new project.

Then, you go to the Objectives worksheet and add in the new objective, and in the parentResourceId field of the objective, you paste the referenceId of the new project that you copied from the Projects worksheet. You now copy the referenceId of the new objective.

Then, you go to the Risks worksheet, add in the new risks, and in the objectiveId field of each risk, you paste the referenceId of the new objective that you copied from the Objectives worksheet.

Finally, you go to the Controls worksheet, add in the new controls, and in the objectiveId field of each control, you paste the referenceId of the new objective that you copied from the Objectives worksheet.

Result

When you upload the template, the following things happen:

1 new project is created.
1 new objective is created, and it is associated to the new project.
2 new risks and 2 new controls are created, and they are associated to the new objective.

Upload data

Do one of the following:

Drag and drop the template into the browser window.
Click Choose from your computer and select the updated template from your computer.
Only one Excel template can be uploaded at a time (each file is validated separately).

Result A success or failure message appears depending on the outcome of the process, and the latest session is updated in the Sessions table.

Sessions in Bulk Importer

A session in the Bulk Importer is a series of user interactions to import Diligent One resources. Each user session is recorded in the Sessions table.

The Sessions table contains the following information.

Field Name	Description
Web Sessions	Shows the list of web sessions. A web session refers to a session completed using the Bulk Importer user interface. A new session begins each time you open the Bulk Importer page.
API Sessions	Shows the list of API sessions. An API session refers to a session completed using an API platform such as Postman, etc.
Refresh	Reloads the Sessions table.
Session ID	Session identifier. In Web Sessions, you can click on the session ID to go to a particular session, and the session ID is appended to the URL. For example: https://stark.bulkimporter.diligentoneplatform.com/import/bcc1e04e-4cd3-46d2-a8be-0b9083baccdc, where bcc1e04e-4cd3-46d2-a8be-0b9083baccdc is the session ID. Note Session IDs of both the web and API sessions look similar, ensure not to interchange the IDs to avoid any errors.
Date	Shows the date and time of the session. You can sort the date in ascending or descending order.
Uploaded By	Shows the name of the user.
Status	Shows the status of the upload, if it was successful or not. You can click on the status to view the complete import details.
File Name	Shows the name of the uploaded template / error log. For example: HighBond_Template.xlsx, ErrorLog.xlsx. Template You can click and download the template to correct any previously uploaded data. Error log An error log is generated when an upload fails. You can check the error log to rectify the errors and re-upload the template. Note The template and error log are available for download for up to 18 months from the date of upload. The link to download the template is available for the Bulk Importer sessions beginning May 13, 2022. You cannot download the template for the sessions prior to this date.

Bulk importing objectives for Risk Manager

Use the dynamic objectives template in Bulk Importer to create multiple Risk Manager objectives at once and link them to your organizational units. This extends the same Bulk Importer experience you use for projects and frameworks to Risk Manager’s objectives.

Before you start

Before importing Risk Manager objectives:

Confirm you have System Admin access; only System Admins can bulk upload Diligent One resources from Bulk Importer.
Decide which objectives you want to load and which org units each objective should be related to.

Open a new Bulk Importer session and download the template

Open the Platform home page (www.diligentoneplatform.com).

Note

If your company uses more than one instance in Platform home page, make sure the appropriate instance is active.
Select Platform Settings, and under Organization management, select Organization.
On the page that appears, in the Bulk Importer section, click Manage bulk resources.
In Select resource, choose the dynamic Risk Manager objectives template. The template:
- Uses display names instead of internal field names.
- Pulls in your organization’s toolkit and custom attribute settings for objectives.
Select Download .xlsx template to save the file to your computer.

Always begin a new session when uploading new objectives to avoid overwriting previously uploaded data in an existing session.

Prepare data in the Risk Manager objectives template

Open the downloaded Excel file and go to the Objectives worksheet. The template is dynamic and includes the baseline Risk Manager fields plus any configured custom attributes.

When you finish entering data, save and close the template, ensuring you keep the original file format (.xlsx) and sheet names.

Field	Description
referenceId mandatory	Unique identifier for the objective used during import. Used to link the objective with other resources.
name mandatory	Name of the objective.
objectiveId Optional	Unique identifier assigned to the objective.
description Optional	Description of the objective.
owner_user_id Optional	Specifies the email address of the user assigned as the objective owner.
owner_groups_id Optional	Specifies the IDs associated with the group assigned as the objective owner.
goal Optional	Defines the goal of the objective.
startDate Optional	Start date of the objective.
endDate Optional	End date of the objective.
metric Optional	Defines how the objective is measured.
attachments Optional	Files attached to the objective (multiple attachments supported).

Upload Risk Manager objectives

In the Bulk Importer session, upload your completed Excel template:
1. Drag and drop the file into the browser window, or
2. Select Choose from your computer and select the file.
Bulk Importer validates the file and displays a success or failure message. The session details are recorded in the Sessions table.

Behavior on duplicates and updates

The Risk Manager objectives uploader is intended for creating new objectives. It does not overwrite existing objectives; duplicates are flagged as errors.

Use the Risk Manager UI or dedicated update flows (if available) to modify existing objectives.

Troubleshooting

If the upload fails:

Open the relevant session in the Sessions table to review the status and download the error log.

Common issues include:
- Missing mandatory fields (for example, Name) in one or more rows.
- Invalid data formats (for example, dates or dropdown values that don’t match the configured options).
- Template changes such as removed or renamed columns, or incorrect worksheet names.

Fix the issues in your template and try uploading the file again in a new session for the new objectives, or in the appropriate session if a dedicated update path is provided.

Update existing objectives in bulk

You can update multiple items at once in Bulk Importer using sessions.

Note

You can only update resources that you have uploaded using Bulk Importer.

Show me how

How it works

You open a previous session from the Bulk Importer page. You open the template uploaded in the previous session and make the required changes. Then, you upload the template in the Bulk Importer page.

Important

Use previous sessions to make changes or correct previously uploaded data.
Begin a new session to upload new resources, even when they are related to previously uploaded data.

For example: You have uploaded a project and a few objectives in a previous session. Open the same session to update those resources. Begin a new session if you want to upload risks, controls, or any other resource related to that project or objectives.

Requirements before you update

Before you can update, you must do the following:

Decide which session to select. This is required as the uploaded data is linked to a session. Therefore, you have to open the session linked to the data you want to update. For information about sessions, see Sessions in Bulk Importer.
Ensure you have access to the Excel template uploaded in the session that you want to select. The template contains reference IDs, which are unique identifiers for each row in the template. These are required to update the data. For more information about reference IDs, see Prepare data in the template.

Caution
Data is updated based on the corresponding session and reference IDs. Mismatch between the session and the reference IDs may create duplicates or result in an error.

Steps to update

Note

Interface terms are customizable, and fields and tabs are configurable. In your Diligent One organization, some terms, fields, and tabs may be different.
If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Open a previous session

Note

No previous sessions will be available when you open the Bulk Importer page for the first time. You must upload at least once to see the session details.

For more information about sessions, see Sessions in Bulk Importer.

Open the Platform home page (www.diligentoneplatform.com).

Note

If your company uses more than one instance in Platform home page, make sure the appropriate instance is active.
Select Platform Settings, and under Organization management, select Organization.
On the page that appears, in the Bulk Importer section, click Manage bulk resources.
Scroll down to the Sessions section and click on the Session ID of your choice.

Result The session loads with the selected session id appended to the URL.

Note
Ensure you select the appropriate session, in which you want to update the previously uploaded data. Mismatch between the session and the reference IDs may create duplicates or result in an error. For more information, see Requirements before you update.

Update data in the template

Open the Excel template uploaded in the session that you selected in the previous step. This file contains the previously uploaded data along with the reference IDs. For more information, see Requirements before you update.

Note
Ensure the ACL Add-In option is disabled before you modify the Excel template, else the upload will fail. For more information about ACL Add-Ins, see Configuring Add-In for Excel.
Go to the corresponding worksheet and update the data based on the reference IDs. For more information about the fields, see Prepare data in the template

Note
Ensure you update the values corresponding to the reference IDs, based on which the previously uploaded data will be updated. Mismatch may create duplicates or result in an error.
Save and close the file.

Upload data

Do one of the following:

Drag and drop the template into the browser window.
Click Choose from your computer and select the updated template from your computer.
Only one Excel template can be uploaded at a time (each file is validated separately).

Result A success or failure message appears depending on the outcome of the process, and the latest session is updated in the Sessions table.

Troubleshooting

You can download and check the error log from the Sessions table. Understand common bulk upload errors and learn how to fix errors.

The following table provides a list of possible errors that may occur when uploading the template.

Error	Solution(s)
There may be more than 2000 rows in the uploaded file (including all the worksheets).	Remove the extra rows from the template and re-upload.
Mandatory fields may be blank or missing in the uploaded file.	Ensure that all mandatory fields (marked with red and orange column names in the template) are completed. Note If you do not provide data in the mandatory fields, the row is not processed.
Data format may be incorrect.	Ensure that data in text fields is valid and does not exceed the maximum field length: 255 characters. Rich text fields do not have a character limit.
Data values may be invalid or may not match the dropdown values.	For example: The value for received and sendRecurrentNotifications fields in the Requests sheet must be True or False.
Invalid fields in the template.	Do not add new fields to the template. Do not remove fields from the template.
Template may not be in expected format.	Ensure the file format is .xlsx.
Invalid worksheet names.	Do not change the name of the worksheet.
Session may have expired.	Refresh the page and try uploading again.
Session ID may be invalid.	Ensure you are using a web session ID.