Part1 : Import Members to an Internal/External Business Location using Import Set

[Sharath Chandra]

Persona: ServiceNow Administrator

Use Case:

You need to import members and associate them with the appropriate Internal or External Business Location, while also assigning the right responsibilities to each member. Product Documentation for performing this from the User Interface. 

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Key Questions:

1. How can I import users into Internal or External Business Locations with the correct responsibility?

2. Which tables are involved in this process?

3. What are the step-by-step actions required to complete this import successfully?

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Assumptions:

• Business Locations are already imported into:

  • sn_csm_business_location_internal (Internal)

  • sn_csm_business_location_external (External)

• Users are already available in:

  • sys_user (for internal staff)

  • sn_csm_service_organization_external_staff (for external staff)

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Import Process Overview (3 Steps):

To associate members with business locations and assign responsibilities, data must be imported into the following three tables:

1. Service Organization Member (sn_csm_service_organization_member)
   → Adds users as members to a Business Location.

2. Service Organization Member Responsibility (sn_csm_svc_org_member_responsibility)
   → Assigns one or more responsibilities to each member.

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Disclaimer: This content is for illustrative purposes only. It outlines the general steps but does not include exact code or production-ready configurations. Use caution and tailor to your specific environment before implementation.

 

Sample Update Set

Name: ImportExistingMembersToBL

• Import Table: sn_bus_loc_service_org_member_import (Custom import staging table)

Fields in the Import Table:

Field	Description
Name of the Org	Name of the Internal/External Business Location
User First Name	First name of the user (internal or external)
User Last Name	Last name of the user
Responsibility	Responsibility name (should match "Related Party Configurations")

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Transform Maps:

1. Import Members

   • Matches User First Name and User Last Name against existing users in sys_user or sn_csm_service_organization_external_staff.

   • Creates a record in sn_csm_service_organization_member linking the user to the specified Business Location.

2. Import Responsibilities

   • For each imported member, creates a record in sn_csm_svc_org_member_responsibility to assign the specified responsibility.

Attachment Details:

1. ImportExistingMembersToBL.xml [Import Set]

2. ImportMembersDemoData.xlsx [Demo data]