How to import XLS data to Stockroom

[Vlad_Rozic]

Hey all..

I have an Excel file that I have created with assets that I'd like to import to a Stockroom that I've also created and can't figure out how to do it.

I have uploaded the file and set it up with its own Import tabel. I then go into Table Transform map.. it comes up with my Source table, but what I don't know is what to set as the Target Table. If I set it as "stockroom" and then go to map assist, it shows the target table and its not the table of the stockroom I wish to use... well, it is, but its not the "hardware" portion of the stockroom that the data needs to go to.

How can I make it so that the data goes to the right place?

I recognized that I could just import it to assets alone, and then manually adjust the data to the stockroom of my choice, but this would be very tedious for hundreds of devices. Is there no way to specify a target table within a stockroom?

Thank you!

[david_legrand]

Hi Vlad,

In fact you have to reconsider what you want to do 🙂

You tried to import your assets into the "Stockroom" table, why? Do you think the assets are stockrooms?
No, obviously, they are assets but they could be "hardware assets, software assets, consumables...".

So what you want to do it isn't so easy for the first time and the best advice I could give you is to create a small excel file to train yourself (and to be able to delete the records after each test).

The tests you have to do are:
0) Check the list "Other Assets" and try to 'play' with the class field ==> to understand how the mother-child relation works in ServiceNow
1) import assets (with very few fields) on the table asset (real name alm_asset)
2) try to import 2 assets with a different type (1 hardware and 1 software for example) using the point "0"
3) define if you need only one transform map or several transform map (because it's possible to make one import with several transform map)
4) try to figure how to link the assets to the stockroom (the field Stockroom on the asset table seems interesting :))
5) test your real import

I could give you the whole solution but I think it's better to just give hints and let people making tests by themselves. Obviously, if you're stuck at some points, feel free to ask 🙂

Ps: If someone is asking himself/herself the same question on the cmdb import, yes you should perform the exact same tests (except the point 4) on the cmdb as it's the same logic 🙂

Regards,

[Vlad_Rozic]

Hi David,

Thank you for your response!

I have been playing around with it a bit in our development instance.. I've been able to direct where the assets get imported to within a stockroom (as far as the separators - consumable, hardware ect) I didn't understand that they were separate tables that could have the data imported into.

So now I have played through using transform maps and getting the data and more specifically the columns of data in the Consumable portion of a stockroom.. now that I understand this a bit better, I need to try to determine which table makes the most sense..


To elaborate further on what I'm trying to do.. I have all these assets and would like to get them into this specific stockroom, so that I can adjust permissions for certain users to be able to view. More importantly though, I would like to create a "loan out" form which will tie into this stockroom and allow a user to sign out an asset. Hence, this stockroom needs to be able to hold the data, and the assets need to be able to be flagged as "available" or "signed out" and to show who it is signed out to, and what the date was.

This information should also be able to be brought up through this sign out sheet when pulling up a particular asset number.

Thanks,
Vlad

[pabitras]

Hi David/Team,

Your post was helpful and yes I got stuck at # 4 as below and need your help how to pass value to this field from a custom staging form wherein I have Stockroom field referenced to alm_stockroom table. I am trying to pass through a glide record insert, but it's not setting and being blank.

4) try to figure how to link the assets to the stockroom (the field Stockroom on the asset table seems interesting :))

Can you or someone please put some light on it.

Thanks,

Pabitra

[david_legrand]

Hi Vlad,

I'm sorry, one project is near to go live, so I have less time :(.

Did you succeed or do you still have some questions?

If I understand well your import is ok now but you would like to restrict the access according some rules and you would like to create a "loan out" feature.
If you have more precise questions, feel free 🙂 (but I'll probably reply just next week-end)

Best regards,