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Data Import Set

The document describes the steps to import data into ServiceNow using an import set. The steps are: 1) load data into a staging table, 2) create a transform map to move data from the staging table to the target table, and 3) run the transform. The example shows loading data from an Excel file into the CMDB using fields mapped between the import set and target table. It is best to test the import in a development instance before running in production.

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Data Import Set

Uploaded by

MD MUSTAKIM

Available Formats

Download as PDF, TXT or read online on Scribd

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11/24/22, 7:05 AM Data Import Set

SERVICENOW BUDDIES

November 15, 2020

DATA IMPORT SET

—

Data Import Process

Data is not imported directly from a Data Source into the target table. The steps are:
Load Data into a staging table
Create Transform Map
Run Transform to move data from the staging table to the target table

Check data integrity

Use Studio to create Data Sources. All other data import operations are done in the main ServiceNow
browser window and are not captured as part of a scoped application.

EXAMPLE IMPORT
STEP 1: CREATE EXCEL FILE
Here is an example excel file. You can import any number of columns and types.

Class | Asset tag | Serial number | Manufacturer | Model ID | Assigned to

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11/24/22, 7:05 AM Data Import Set

cmdb_ci_computer | P1000471 | ERU-672-W29354-HW | IBM | IBM Thinkpad T20 | Roger Seid

STEP 2: LOAD DATA

1. Login as an administrator
2. Left Navigator Bar > System Import Sets > Load Data

Create Table

Import Set Table: CMDB Data Upload [u_cmdb_data_load]

Source of the import: File

File: Select your spreadsheet

Sheet number: 1

Header row: 1

3. Click Submit
4. After Import Set Table is created, Click Create Transform Map link.

STEP 3: TRANSFORM MAP

TRANSFORM MAP
1. Fill in fields

Name: CMDB Data Load

Source Table: Configuration Item [cmdb_ci]

Target Table: Incident

Run Business Rules: true

Run Script: true

Enforce Mandatory fields: No

Copy empty fields: true (You can also put false if you don’t want to blank out fields)

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11/24/22, 7:05 AM Data Import Set

2. Click Save

FIELD MAPS
The field maps map the fields from the import set to the target table. In this example,

Source | Target | Coalesce | Choice action

COALEASE METHODS
If you are just inserting records and not concerned with matching to existing record, no coalease (match) is
needed.

However if you can set the coalease to match in the field map on a certain field if you want as well. A
common field for matching for configuration items is serial number.

If you need something more complex, here is an article that can help:

Advanced Coalease Methods

TRANSFORM SCRIPTS
Often data isn’t perfect. You may need to write a transform script to manipulate certain data. A common
thing to do is write a transform script for a reference field to find a sys_id.

Here is an article on how to write transform scripts if needed:

Transform Scripts

STEP 4: TRANSFORM!
After your Import Set, Transform Map, and Transform Script are ready. Transform the Import Set you
created.

It is import to note, if there are certain emails you don’t want sent, you can disable them during the
transform process as well.

Important Note: It is best practice to run the import in a development instance first to see if you have any
errors or mistakes. It can be difficult to remove a mistake in data after it is within production.

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11/24/22, 7:05 AM Data Import Set

After you import the data, there is a Related link to Transform.

STEP 5: REVIEW RESULTS

You can view the import set to see what data was processed or if there are errors.

Running an import in development allows you to test multiple times until it is correct. Taking a small sample
size first also helps.

Labels:
Data Import Set

COMMENTS

Lavanya March 5, 2022 at 6:16 PM

Thank you for sharing wonderful information with us to get some idea about that
content.

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Data Import Set

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Data Import Set

Uploaded by

11/24/22, 7:05 AM Data Import Set

November 15, 2020

DATA IMPORT SET

Data Import Process

Check data integrity

Class | Asset tag | Serial number | Manufacturer | Model ID | Assigned to

cmdb_ci_computer | P1000471 | ERU-672-W29354-HW | IBM | IBM Thinkpad T20 | Roger Seid

STEP 2: LOAD DATA

Import Set Table: CMDB Data Upload [u_cmdb_data_load]

Source of the import: File

File: Select your spreadsheet

STEP 3: TRANSFORM MAP

Name: CMDB Data Load

Source Table: Configuration Item [cmdb_ci]

Target Table: Incident

Run Business Rules: true

Run Script: true

Enforce Mandatory fields: No

Source | Target | Coalesce | Choice action

Advanced Coalease Methods

Here is an article on how to write transform scripts if needed:

After you import the data, there is a Related link to Transform.

STEP 5: REVIEW RESULTS

Lavanya March 5, 2022 at 6:16 PM

Learn ServiceNow Online

ServiceNow Developer Online Training

November 22, 2020

PASSING VALUE FROM FORM TO UI PAGE THROUGH UI ACTION

November 22, 2020

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