How can I import tasks from excel into a board

SimonAJudge
Tera Contributor

From testing I know that I can define a data source, attach a workbook and define a transform map/field mapping to create or update tasks in a board however when using a custom column I see no easy way of determining the correct target field given that they have a non-descript name with a 'Column nnn' format (where nnn is in the range of 000-100).

 

Rather than populating all custom fields and running a report to map them manually, is there an easier way?

7 REPLIES 7

GlideFather
Tera Patron

Hi @SimonAJudge,

 

you will need a transform map and table to load the data and then move them to Task table.

 

However, is there any specific reason why would you import tasks from excel?? 

Remember if you will do the load to one environment (let's say DEV) and later to another (TEST or PROD), it will always have different sys ID... so it's good to do the import in one env and then move it as XML..

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No AI was used in the writing of this post. Pure #GlideFather only

Defining the data source and transform map is not the issue, given the structure of CWM tasks that use customised columns, field mapping is not as straight forward as would be normally. A customised column has the field name 'Column nnn' format (where nnn is in the range of 000-100).

Sunil B N
ServiceNow Employee
ServiceNow Employee

Hi Simon,

These columns column_nnn format, are purposed based on user requirement in each CWM Space.

You can map to the relevant columns using the info available on sn_cwm_columns_usage table. This specifies the column details for the db column in respective spaces. sn_cwm_col_choice hold choices if the type is of choice/dropdown/label type.

I hope this helps for your import use case. 
Let me know if you find any hurdles.
Best regards,

Sunil B N

I had looked at the columns_usage table and agree it does inform you of column titles and could be used as an external reference for field mapping. I was wondering though if that could be automated with the field mapping process?