Importing data from an Excel spreadsheet to ServiceNow using the pm_project table help

Danielle10
Tera Contributor

‎05-17-2023 08:11 AM

Good day, to anyone who is willing to help me with the basics!

 

How do I import an Excel spreadsheet into ServiceNow using the pm_project table? How do I load the data? What do I have to make sure the data on the Excel spreadsheet has on it to match up in ServiceNow?

 

Thank you for being so helpful.

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Bert_c1
Kilo Patron

‎05-17-2023 08:36 AM

Hello Danielle10,

 

Please post content in the english language.  From your subject, this seems to be about importing data from Excel spreadsheet.  For that start here:

 

https://docs.servicenow.com/bundle/utah-integrate-applications/page/administer/import-sets/reference...

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Amit Gujarathi
Giga Sage
Giga Sage

‎05-17-2023 08:38 AM

HI @Danielle10 ,
I trust you are doing great.

To import an Excel spreadsheet into ServiceNow using the pm_project table, you can follow these steps:

  1. Make sure you have the necessary permissions to import data and access the pm_project table in ServiceNow.

  2. Format your Excel spreadsheet with the required data columns and rows that match the fields in the pm_project table. The minimum required fields for importing data into the pm_project table are:

    • Short Description
    • Project Manager
    • Start Date
    • End Date

  3. Save your Excel spreadsheet as a CSV (Comma Separated Values) file. This format is commonly used for importing data into ServiceNow.

  4. Log in to your ServiceNow instance and navigate to the pm_project table.

  5. Click on the "Import Set" related link. This will open the Import Set table.

  6. Click on the "Load Data" button and select your CSV file.

  7. Map the fields from your CSV file to the corresponding fields in the Import Set table. This step ensures that the data is correctly matched and imported into ServiceNow.

  8. Validate the mapping and click on the "Submit" button to import the data.

  9. Once the import process is complete, you can review the imported records in the Import Set table and make any necessary adjustments before moving the data to the pm_project table.


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Thank you!


Regards,


Amit Gujrathi



Danielle10
Tera Contributor
In response to Amit Gujarathi

‎05-17-2023 08:57 AM

 Good day, Amit! Thank you for being helpful to me.

 

For your number 5 step that you listed above:

  1. Click on the "Import Set" related link. This will open the Import Set table. - I am on the pm_project table but I do not see Import Set under the Related Links as an option.

 

  1. Column information that is located on the spreadsheet:
  • Resource Name is in the first column.
  • Project Names are listed across the remaining top columns of the spreadsheet.
  • (note) is a column.
  • Project Hours is a column.
  • Total Hours from Auto Calc is a column.
  • Time Charged in MyTE or IQN for OH is a column.
  • Project Key Deliverables is a column. This column looks to be the same information that goes into Notes.)
  • Notes is a column.
  • Tower is a column.
  • Lead is a column.
  • On/Off is a column.

 

My question to you is which fields on the pm_project table match up to these and could be used?

 

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