Bulk data Upload ..
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03-16-2022 07:32 AM
Hi Team ,
Good day !
Looking for your guidance and help for below requirement !
We have requirement upload a bulk data from the portal (CSM )
Exel-Service portal- bulk data upload - custom form- data validation -document upload-case creation
Function scope
1-design exec template
2-new user interface to upload excel and supporting doc
3-data completeness validation
4-validation will check supporting doc are uploaded
5-API call simulation for ID check
6-simulation of CRA credit rate check
7- one work flow task will be created upload a excel and b assigned
8 task will be open by human
9-creation of new account
Please guide me how to achieve this requirement
much appreciated your help !

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03-17-2022 03:33 PM
Hi,
I would recommend you reach out to your resources if you're with IBM as they are a large partner and you have no reason to not ping your peers there.
Outside of that...you posting a requirement is nice and all, but you have a 9 step outline here and we see nothing from you as far as what you've tried, what you're you're thinking, what has worked, what hasn't worked, etc.
Please mark reply as Helpful/Correct, if applicable. Thanks!
Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

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03-17-2022 04:42 PM
Hi pramn,
Try using ServiceNow's import set. Import set will import data first to import set table where it can be verified for correctness before actually updating the table. Transformation map can be used to update several tables. A flow can also be triggered to assign tasks and to create accounts.
These are all doable in ServiceNow but will require several tasks that is beyond the scope of this forum. Would suggest getting some professional service to design and do the actual implementation.