How to import an Authority Document from an Excel file?

Deloitter
Tera Contributor

Hi there,

 

I'm looking to import an Authority Document from an Excel file (can't use UCF unfortunately). I have four different tabs (see attached document):

 

1. Level 1: Authority Document name, description, URL, references to subjects.

2. Level 2: Subjects, references to source and references to sections.

3. Level 3: Sections, section descriptions, references to subjects and references to subsections.

4. Level 4: Subsections, references to sections.

 

How can I import this into ServiceNow without having to manually copy-paste everything, and what would the structure in the system be? How do the three levels (subject, section, subsection) under Authority Documents map to the AD? Are subjects created as citations, sections as citations within citations, etc.?

 

However, the most important question is how to import this automatically, because my file is too big to individually copy-paste manually? I'm new to ServiceNow so if possible please include any basic information I need to know to do this.

3 REPLIES 3

Connor Levien
ServiceNow Employee
ServiceNow Employee

Hey @Deloitter 

 

I would refer to the online guidance for importing data into ServiceNow you can go on your target table and download the load template for that table. To access that you can right click the column heading, and click import

ConnorLevien_0-1720711443889.png

Once you click import you will be taken to the below screen and you can click generate template to get the template you can transpose your data into so you can easily upload your own data

 

ConnorLevien_1-1720711641727.png

 

You understand of which table to load data into is pretty close.

 

Based on a quick read of your excel, Tab 1 would go to the authority document table and the rest would be citations. The Tab 2 would be option but effectively you would load up a parent child relationship between them like below.

 

Subject -> Section -> Subsection

 

You will need to load each sequentially though so the relationships can be populated. The only part that may be complicated is the relationship mapping. You will need to add to Tab 2, Tab 3, and Tab 4 a column for the Authority document it belongs to just so it is auto related otherwise you will have to manually populated. The other is the parent child relationships, due to the free text nature of some of the mapping it may be hard for ServiceNow to know which parent Subject a Section belongs to for example so you may need a platform admin to help you clean the data but you can load it in bulk and there is no need to manually copy and paste this data in.

 

Hope that helps

 

Prasanna_Patil
Tera Guru

Hi @Deloitter Before processing just have a check with your clients why would they like to import when we have UCF for Authority documents

Please hit like and Mark Helpful if you liked it
Regards,
Prasanna

May be they don't have a license for UCF and there can be time you need to import manually.