As we all know while implementing ServiceNow, deleting demo data and populating foundation data is the first and the most important step. I'm writing this article for my reference and to help you guys in the process of your own.
Use HI Portal to raise a request for removal of demo data from your client own instance. [ for you PDI, in the manage instance module you can do it yourself ]
Foundation data includes companies, users, groups, roles, departments, locations etc.
You can navigate to Guided Setup> ITSM Guided Setup> Get Started > Foundation Data and follow the given steps to setup your foundation data.
You can import the data using CSV,XML,XLS templates or can integrate other application to get the data in your instance.
To download the templates of any particular table ( I've used the user table below ) follow the below steps:
Step 1: Navigate to User tables list view
Step 2: Right click on the column header
Step 3: Click on Import option
Step 4: Check "Include all fields in the template? "
Step 5: Click the "Create Excel Template" button.
Step 6: An "Export Complete" pop-up will show in a few sec, click "Download"
An Excel Sheet with directions and columns will be downloaded, you can remove the unwanted columns and send the same to your clients to fill. Use the same steps for other tables as well and import the data using import sets.
I did not attach the screenshots for the steps as it would take up space in the articles, if needed let me know, I'll edit the article in future.
Please let me know if I can improve this article in any ways.
Hi @Laukik Once I have the template, how do I ensure that when the template is filled, the data is accurate to be imported in ServiceNow. Multiple fields in Excel template are reference fields. Eg: in department template, company field
Now if I enter any value ABC in this template and import it, what happens. Does it create new records in the reference table and the original table as well ?
