There are two methods for the initial creation of third-party privacy profiles:
- Via the Collibra APIs that allow Data Privacy to communicate with your organization’s applications, to retrieve information about your third-parties, for example, your vendor management system. For complete information, contact your Collibra Professional Services representative.
- Via import, using the Microsoft Excel template available on the Collibra Downloads page.
The resulting assets are Party assets. After the assets are created, the Privacy Steward can edit them to include all necessary privacy information that is missing.
Note Each of these methods is designed to help you with the initial creation of your third-party profiles. After the initial creation via API or import:
- Any edits to these Party assets should be made by the Privacy Steward, directly via the relevant asset page.
- Additional Party assets should be created via the global Create button.
Basic and full import template
The Microsoft Excel template comes with two spreadsheets:
- A Basic spreadsheet, which enables you to import all your third-party general information. The Privacy Steward can then add the rest of the building block information after the assets are created.
- A Full spreadsheet, which allows you to map all the information about your third-parties in a single import file. This is useful if the information is maintained in various systems throughout your organization.
Note The template is available on the Collibra Downloads page. You can use the same template for GDPR and CCPA.
Status evolution
| Condition | Status of the asset |
|---|---|
| When a third party profile is created by the API or import | Is Candidate |
| When the required information, as defined by the Privacy Office, is complete | Becomes Approved |
| When the business relation between your organization and the third-party has ended | Becomes Obsolete |