OneTrust

Connect OneTrust so Clearly AI can read OneTrust assets as Project sources and publish Review answers into OneTrust assessments.

What the integration does

Clearly AI can:

• Search and read OneTrust assets.
• Read OneTrust asset fields, linked entities, primary assessments, assessment questions, responses, risks, and attachments.
• Create OneTrust assets.
• List OneTrust assessment templates.
• Create a OneTrust assessment from a Clearly AI Review and attach it to a OneTrust asset.
• Import a OneTrust assessment template generated from a Clearly AI review template.

Connect OneTrust

1. In Clearly AI, open Integrations and select OneTrust.
2. In Instance URL, enter your OneTrust URL.
3. Under authentication, enter the Client ID and Client Secret.
4. Save and test the connection.

Clearly AI requests a token from:

https://<your-onetrust-instance>/api/access/v1/oauth/token

OneTrust expects the client_credentials grant type for this token request.

Add a OneTrust asset as a source

1. Open a Project.
2. Open Manage Sources and click Search Integrations.
3. Select OneTrust.
4. Search for the asset by name.
5. Select the asset and save the source.

Clearly AI fetches the asset fields and linked entities, then discovers primary assessments attached to the asset. Assessment sources include questions, responses, risks, and attachments when OneTrust returns attachment download information.

If an asset has multiple primary assessments, Clearly AI can include each discovered assessment as source context. Check Manage Sources to see the OneTrust asset and assessment sources that were added to the Project.

Export a Review to OneTrust

Use this when a completed Clearly AI Review should become a OneTrust assessment.

Before exporting, make sure the selected OneTrust template matches the Clearly AI review template. The safest path is to use a OneTrust template generated from the same Clearly AI review template.

1. Open the completed Review.
2. Click Export to OneTrust.
3. Select a OneTrust template.
4. Select the respondent.
5. Select an existing asset, or choose Create new asset.
6. Click Publish to OneTrust.

Clearly AI creates a OneTrust assessment named {Review Template name} - {Project name}, attaches it to the selected asset, and submits Review answers to matching OneTrust questions. If you choose Create new asset, Clearly AI creates the OneTrust asset first, then creates the assessment on that new asset.

The respondent must be a OneTrust user with an email address matching the selected Clearly AI user.

If the expected template is missing, contact Clearly AI support. OneTrust's template import API creates templates in Draft status, so publication may require a manual review step in OneTrust.

Export boundaries

The OneTrust export creates an assessment and submits matched Review answers. It is not a general OneTrust asset-metadata sync.

The export does not update arbitrary OneTrust asset fields such as launch date, lead volume, data subject locations, processing activities, ROPA fields, or owner assignments. If you need that information captured by the export, include it as questions in the selected assessment template.

Use OneTrust in Workflows

OneTrust Workflow support includes:

• Filter: Project Has OneTrust Asset Source: continues only when the Project has a OneTrust asset source. If no OneTrust asset source is present, the workflow branch stops.
• Attach Review to OneTrust Asset: creates a OneTrust assessment from a Clearly AI Review, using the selected OneTrust asset, OneTrust template, and respondent.

FAQs

Related

• Reviews
• Workflows
• Integrations