How to import data from excel sheet in catalog msvr

sudhakarkeera
Giga Contributor

How to import data from excel sheet in catalog msvr

1 REPLY 1

Chaitali_Vale
Mega Sage
Mega Sage

Hello @sudhakarkeera ,

To import data from an Excel sheet into a catalog item in ServiceNow, you typically follow these steps:

1. Prepare Your Excel Sheet: Make sure your Excel sheet is properly formatted with the data you want to import. Each column in the sheet should correspond to a field in the catalog item.

2. Save Excel Sheet as CSV: ServiceNow generally works best with CSV files. So, save your Excel sheet as a CSV file.

3. Create a Data Source:
- Log in to your ServiceNow instance.
- Navigate to "System Import Sets" > "Data Sources."
- Click "New" to create a new data source.
- Fill in the necessary details, including the name and format (CSV).
- Save the data source.

4. Create an Import Set:
- After creating the data source, navigate to "System Import Sets" > "Import Sets."
- Click "New" to create a new import set.
- Link it to the data source you created earlier.
- Define the mapping between the CSV columns and the fields in your catalog item. This mapping tells ServiceNow which column in the CSV corresponds to which field in the catalog item.

5. Run the Import Set: Now, you can run the import set to bring in the data from your CSV file. This process will create records in the import set table.

6. Transform Map:
- After running the import set, navigate to "System Import Sets" > "Transform Maps."
- Create a new transform map or use an existing one. The transform map defines how data from the import set will be mapped to records in your catalog item or other tables.
- Specify the target table, which should be the table where your catalog item data resides.

7. Transform the Data:
- Execute the transform map to convert the data from the import set into the catalog item records.

8. Catalog Item Creation:
- Create the catalog item if it doesn't exist already.

9. Run the Transformation:
- Run the transform again, this time mapping the data from the import set to the catalog item fields.

10. Validate and Commit:
- Review the results of the transformation and ensure the data has been mapped correctly.
- Commit the data to create or update records in your catalog item or other related tables.

11. Test and Verify: Test the catalog item to ensure that the imported data is working as expected.

 

Please mark my solution correct or helpful, if applicable.
Thanks & Regards,
Chaitali Vale