How to schedule a recurring import once a month

[Yugo Sakuma]

The actions we would like to achieve are as follows.

1. Upload the xlsx file in the ServiceNow instance
2. Imports are performed on the same day each month using a predetermined Import Set
3. Import set data is cleaned up

※Step 1 will be done manually.

If the above settings are possible in Scheduled Import, I would like to know the details of how to set them up.

There are not many Japanese-language resources on Scheduled Import.

Thank you.

[Community Alums · Accepted solution]

Hi @Yugo Sakuma ,

You will need to create a Data Source first to define from where you want to import the data from.

System Import Sets > Administration > Data Sources

Data is not imported directly from a Data Source into the target table. The steps are:

1. Load data into a staging table
2. Create a Transform Map
3. Run a Transform to move data from the staging table to the target table
4. Check the data integrity

Once, Above is done, then you can create a Scheduled Import, You can use Periodic and make it run every 90 days:

System Import Sets > Administration > Scheduled Imports> New

[Yugo Sakuma]

Thank you very much @Community Alums !

I will try it the way you taught me.