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‎10-30-2019 12:13 PM
My org has a set of policies on the website and some are in the documents. Is there a way to load the data into ServiceNow?
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‎10-30-2019 12:34 PM
Hi Sri,
Yes you can import policies into servicenow by using excel spreadsheets.
Create a mapping document and load them into SN.
I have done a couple of implementations where we gave the customer a spreadsheet with SN Field names as headers for them to fill it up with the details for us to import into ServiceNow.
Some wanted to have the policies as attachments and hence that was a pretty tedious task of attaching individual policy attachments to its related policy record in ServiceNow.
In your case if you can leverage that policy documents and pull them onto a spreadsheet with the needed info , its easy to import.
Example sheet attached
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‎10-30-2019 12:33 PM
Hi Sri,
Yes you can import policies into servicenow by using excel spreadsheets.
Create a mapping document and load them into SN.
I have done a couple of implementations where we gave the customer a spreadsheet with SN Field names as headers for them to fill it up with the details for us to import into ServiceNow.
Some wanted to have the policies as attachments and hence that was a pretty tedious task of attaching individual policy attachments to its related policy record in ServiceNow.
In your case if you can leverage that policy documents and pull them onto a spreadsheet with the needed info , its easy to import.
Example sheet attached
Hope this helps.
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‎10-30-2019 12:34 PM
Hi Sri,
Yes you can import policies into servicenow by using excel spreadsheets.
Create a mapping document and load them into SN.
I have done a couple of implementations where we gave the customer a spreadsheet with SN Field names as headers for them to fill it up with the details for us to import into ServiceNow.
Some wanted to have the policies as attachments and hence that was a pretty tedious task of attaching individual policy attachments to its related policy record in ServiceNow.
In your case if you can leverage that policy documents and pull them onto a spreadsheet with the needed info , its easy to import.
Example sheet attached
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‎10-30-2019 12:52 PM
Thank you, Priya for a response. What did you do in case of attachments? Did you manually attach them to each policy?
Since you have done a lot of GRC implementations, can you please respond to this thread as well?
GRC Implementation
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‎10-30-2019 01:01 PM
Yes Sri. For some implementations we had to manually attach for each policy (Which was really tedious) and for some we had to copy paste content into the policy text (which was even more tedious ).
If the policy description is short enough then it can be fitted in the excel for the upload else manual was the only way out.
Cheers !
Priya
