How to update data on a table based on a new data set provided via excel

Max T
Tera Contributor

I have a Profile Table that contains Display Names and Emails. I received a new set of data via excel with the updated display names and accompanying user emails. Would the correct approach to be to run a transform map to have the new display names overwrite the old ones in the profile table? 

I've been trying this in lower environments and personal dev instance but no luck. So not sure if it's as simple as I'm making it sound. Any help is appreciated. 

 

Thanks. 

2 REPLIES 2

Tony Chatfield1
Kilo Patron

Hi, it would be a little easier for the forum to understand you issue if you included details of your attempt(s), sample data and some details about what did/didn't work.

Based on your description and assuming that 'Display name' is a string field on the target table?
This sounds like it would be delivered with simple field mapping of the 2 fields Email and Display Name, where the transform is coalesced on the 'Email'.
This means a new emailwill create a new record in the target table and if the email exists but the display name has changed, the display name will be updated.

 

Hitoshi Ozawa
Giga Sage
Giga Sage

Hi Max,

Following page has detailed steps to import excel data.

https://finite-partners.com/importing-data-excel-to-servicenow/