How to Import Policies

Use this procedure to import an on-premises Forcepoint DLP policy archive into Cloud DLP. If your Cloud DLP tenant has no existing policies, all imported items will appear with a New status and no conflict resolution is required — you can proceed directly to clicking Import after selecting your items.

1. In the Forcepoint Data Security Cloud Platform, navigate to Policy and then Data Protection.

   

2. In the top-right area of the Policy page, click Import.

   

3. The Import Policies dialog box opens. Click Browse.

   

4. In the file explorer, navigate to the location where you saved the exported on-premises Forcepoint DLP policy archive (.zip file).
5. Select the file and click Open.

   

6. The file uploads and the system parses the archive. A progress bar shows the upload status. Wait until parsing completes.

   

7. After parsing, the Import Policies dialog displays a summary of all items found in the archive. The summary tabs show:
   • All – displays all the policies and total count of all items.

     

     Note: Items are grouped by category: Policies, Action plans, Classifiers, Notification templates, Resources, and Missing dependencies. You can use the > (Expand) icon to view sub-items under each category.

     

   • New – items from the archive that do not yet exist in the tenant and will be added without conflict.

     

   • Update – items that already exist in the tenant and conflict with archive items. These require a resolution action.

     

   • Errors – items that cannot be imported (for example, due to missing dependencies).

     

     Note: Missing dependencies (resources or classifiers referenced by a policy but absent from the archive) are flagged in the Import Policies dialog as Errors and may require manual resolution after import.
     Note: To cancel the import at any time, click Abort.

     

8. For items showing Update status, an action must be assigned in the Action column before importing. Items showing Action required have not yet been assigned a resolution.

   

   To resolve conflicts, you can act on items individually or apply an action to all selected items at once.

   To act on individual items:

   1. Select the checkbox next to the item you want to resolve.

      

   2. In the Action column, click the appropriate icon to choose a resolution:
      1. Add as new – imports the item from the archive as a new, separate entry alongside the existing one. Select the item and click the Add as new icon in the Action column.

         

      2. Override – replaces the existing item in the tenant with the version from the archive. Select the item and click the Override icon in the Action column.

         

      3. Skip – leaves the existing item untouched and does not import the conflicting archive item. Select the item and click the Skip icon in the Action column.

         

   To apply an action to all selected items at once:

   1. Click Select All (bottom-left) to select all items, or manually select the items you want.

      

   2. In the Apply to all section (bottom-right), click Skip, Override, or Add as new. The chosen action is applied to every selected item simultaneously.

      

9. If your Cloud DLP tenant has no existing policies, click Select All (bottom-left) to select all items for import.

   

10. In the Apply to all section (bottom-right), click Add as new.

    

    Note: For a clean tenant with no existing policies, Add as new is the recommended action. This creates a new entry for every item in the archive.
11. Once you have made your selections, click Import to start the import process.

    

12. Click OK to acknowledge and close the progress dialog. The import continues in the background.

    

13. When the import finishes, a green banner confirms: "Policies imported successfully." Your imported policies now appear in the policy list.