Sending Scheduled Reports to SFTP Servers

1. On the Integrations menu, select Credentials. The Credentials screen appears.

2. Click the Add New button. The Select System screen appears.

3. In the Select System field, select Generic.

   
   
   

4. Click the Next button. The Enter Credential Details screen appears.

5. Enter a name for the credential and an optional description.

6. In the Connector Type field, select File Share. Additional fields appears.

7. In the Auth Type field, select SFTP.

   
   
   

8. Complete the remaining fields per your server requirements.

9. Click the Save button.

1. On the Integrations menu, select Integrations. The Integrations screen appears.

2. Click the Add New button. The Create Workflow modal appears.

   
   
   

   Field

   Description

   Workflow Name

   Enter a name for the workflow.

   Description(Optional)

   Enter a description for the workflow.

   System

   Select Generic.

   Notification Email

   Enter a valid email address to which notifications will be sent.

3. Click the Create button. The Integration Builder screen appears.

1. Configure the OneTrust trigger from which the workflow should launch by selecting Reports and clicking Report Created.

2. Complete the conditions block that appears.

   Note:

   You can leave the conditions blank if you want to export all scheduled reports to the same SFTP server and folder.

   Field

   Description

   Filter

   Click the Selector icon and select the report name property.

   Note:

   The following value should appear in the Attribute field: ${(event.payload.reportName)!}

   Operator

   Select the Equal To operator.

   Values

   Enter the exact value of the report name for the scheduled report you want to export.

   
   
   

3. Click the Done button.

4. Click the Save button.

5. Click the Add Action button.

6. Select the Upload File to FTP action from the system action list.

   
   
   

7. Select the SFTP credential that you created in the Creating an SFTP credential procedure above.

8. Click the Next button.

9. Enter the correct path to upload the file based on your server configuration.

10. Click the Selector icon in the File Reference field. Within the Report Created trigger, select the event.payload.file property.

    Note:

    The following value should appear in the File Reference field: ${(event.payload.file)!}.

    
    
    

11. Click the Finish button.

12. Click the Save button.

1. Click the Activate button. A confirmation modal appears.

   
   
   

2. Click the OK button. The workflow is now activated.

You can integrate with third-party systems, such as Tableau and Power BI, to ingest OneTrust data within those systems for customized dashboards and analytics to drive insight into your privacy program's activity. The following is an example of how to import the report data into Power BI.

1. Once the integration workflow is set up and activated, the selected scheduled reports will send to the location on your server that you defined at the configured schedule.

2. After the scheduled report has generated, you can navigate to the Power BI system, and click the Get Data button.

3. In the File Explorer window that appears, navigate to the location where the report was stored and select the report file. You can then use the respective data within the file to build and reference the dashboard within Power BI.