How to configure Easy Import to always use an existing Transform Map?

[Tejas Adhalrao]

Hi everyone,

Issue:

I'm using Easy Import in ServiceNow Zurich to import data into the Incident table. Every time a user performs an Easy Import, it appears to create or use its own import configuration instead of reusing a single predefined Transform Map.

Requirement:

My Excel file format is always the same, and I want all users to use the same predefined Transform Map for every import. The transform should perform an upsert (update existing incidents based on number and insert new ones if they don't exist).

Is there a supported way to configure Easy Import so that it always uses a specific Transform Map instead of creating or managing a new one?

If not, what is the recommended approach to achieve this while keeping the user experience as simple as Easy Import?

Thanks!

[Tanushree Maiti]

Hi @Tejas Adhalrao 

Check these links if helps

Scheduled Data Import : Use a specific Transform map 

https://www.servicenow.com/community/servicenow-ai-platform-forum/automated-test-framework-for-trans...

KB2437600 Easy import fails to insert/update records, however reprocess of the same import set works 

Easy import   , 

[Palash_Sarkar]

Hi @Tejas Adhalrao 

Based on the Zurich documentation, Easy Import is primarily intended for administrators and is not designed as a general-purpose import tool for end users. The feature creates and manages its own import configuration and does not provide a supported option to force the use of a predefined Transform Map.

For your use case (fixed Excel template + Incident upsert based on number), the recommended approach is:

• Create a standard Import Set + Transform Map.
• Configure number as a coalesce field so matching incidents are updated and new incidents are inserted.
• Expose the process through a Catalog Item, Record Producer, UI Action, or custom upload interface to keep the user experience simple.

This provides a reusable, administrator-controlled import process and is better suited for repeated operational use than Easy Import