Automating a .csv file import/transform as a scheduled task

jared_wentzel
Kilo Contributor

Hi All!

I am looking to schedule a task to load a .csv file and run the transform using a certain field map about every 15 minutes. I can already do this manually but I know its a completely different ball game when it comes to scheduling all of it. So my questions are... And I do appologize for all these questions I have been asking, I try to search for the answer before asking and find like 10 different wiki pages I need to read through before even grasping the concept and of course everything I have been working on was needed yesterday (We are implementing in a month and I am the lead admin who just finished the basic admin training a month ago, and I dont even know javascript..) I am learning a lot from all of the help I have received here as well as the wiki articles you all have recomended and I hope these questions will help other newbies who search these forums

  • Where do I go in ServiceNow to schedule tasks?
  • Where should I place the .csv file so the servicenow scheduler can grab it and do the "Load Data" Procedure?
  • How to I automate the load data procedure?
  • How to do I tell it what transform map to use?
9 REPLIES 9

solutioningnow
Giga Guru

Hi Jared,



I have done this implementation 3 years ago in service now. I don't have the screenshots from the instance. But below are answers to your questions and the flow that you should be doing to achieve your requirement.



1) You can schedule your imports using module called scheduled imports, Select the appropriate data source in scheduled imports.


2) You should place your .csv file on some FTP/SFTP/SCP server with a correct name.


3) Once you data source available and its mapping, try to store your .csv file onto one server and change configuration of your data source as mentioned in the below screeshot.



Image.png



4) Transform you have to add in data source only and should be active.



Please mark answer as correct/helpful, if it was really helpful 🙂




Regards,


Solutioner


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Enhance Knowledge NOW@ www.solutioningnow.com


http://www.solutioningnow.com/


Subhajit1
Giga Guru

Answering the Last part of your Question:-


How to do I tell it what transform map to use?



Once your Load Data procedure is completed, you will see a Form UI Action, Create Transform Map.


Click on the Create Transform Map UI Action, Specify which table the Data Load needs to take place In (Target table) and then with Mapping Assist, Map the different Columns from your CSV file onto the Fields on your Target table


Bhavesh Jain1
Giga Guru

Perfect Solution by Champion Mark Stanger.


See » Scheduled File Import via Mid Server


jared_wentzel
Kilo Contributor

Does ServiceNow provide an FTP site for this?



If I put it on one of our MID servers how should I setup the scheduled import to grab it?



Also, after I setup the scheduled import and it imports the data regularly how do I automate the rest of the process like the transform and tell it what transform map to use?