Bulk Catalog item request using an excel file

sattimsetti — Fri, 29 Nov 2024 11:50:45 GMT

Hello Team,

How to create Bulk Catalog item request using an excel file

Here are the below catalog item fields:

Requested for (requested_for) and Type: Reference

Summary (Summary) and Type: Single Line Text

Description (Description) and Type: Multi Line Text

Source (source) and Type: Select Box

Kindly help me...

Thanks,

Raju

Re: Bulk Catalog item request using an excel file

a5hubh — Fri, 29 Nov 2024 13:28:16 GMT

To create bulk catalog item requests in ServiceNow using an Excel file, you can follow these steps:

Step 1: Prepare the Excel File

Create an Excel file with the following columns corresponding to the catalog item fields:

requested_for (Reference)
Summary (Single Line Text)
Description (Multi Line Text)
source (Select Box)

An example of the Excel file structure:

requested_for Summary Description source

user1	Sample summary	Sample description	Option1
user2	Another summary	Another description	Option2

Step 2: Import the Excel File into ServiceNow

Log in to ServiceNow with sufficient permissions to import data.
Navigate to Import Sets:
- Go to System Import Sets > Load Data.
Create a Data Source:
- Click on New to create a new data source.
- Set the Type to File.
- Upload your Excel file.
- Configure other necessary fields and save the data source.
Load the Data:
- After saving the data source, click on the Load All Records button to import the data into the import set table.

Step 3: Map the Imported Data to Target Table

Navigate to Transform Maps:
- Go to System Import Sets > Administration > Transform Maps.
Create a Transform Map:
- Click on New to create a new transform map.
- Select the import set table as the source table.
- Select the target table, which is typically sc_req_item or the table associated with your catalog item.
Map the Fields:
- Map the fields from the import set table to the target table fields:
  - requested_for -> requested_for
  - Summary -> short_description
  - Description -> description
  - source -> source
Run Transform:
- After saving the transform map, click on Transform to run the transformation. This will move the data from the import set table to the target table.

Step 4: Verify the Imported Data

Navigate to the Target Table:
- Go to the target table (e.g., sc_req_item) to verify that the records have been created correctly.
Check the Records:
- Ensure that all fields are populated as expected.

Step 5: Automate the Process (Optional)

If you need to perform this import regularly, you can automate the process:

Scheduled Data Import:
- Set up a scheduled data import by navigating to System Import Sets > Administration > Scheduled Data Import.
- Configure the schedule and select the data source.

Summary

By following these steps, you can successfully create bulk catalog item requests in ServiceNow using an Excel file. The process involves preparing the Excel file, importing it into ServiceNow, mapping the fields, transforming the data, and verifying the imported records. Optionally, you can automate the process for regular imports.

If the above information helps you, Kindly mark it as Helpful and Accept the solution.

Re: Bulk Catalog item request using an excel file

sattimsetti — Fri, 29 Nov 2024 16:31:23 GMT

Hello a5hubh,

Thank you for your update!!

It's just creating the record in Request item, but I need use one of the catalog items (EX: Generic Request), once the data is load from Excel, Generic Request should be submit using Excel values.

For example:

Excel have 10 rows of data, 10 requests should be submit (Request-> Request Item->SC_Task ) using below values

Here are the below catalog item fields:

Requested for (requested_for) and Type: Reference

Summary (Summary) and Type: Single Line Text

Description (Description) and Type: Multi Line Text

Source (source) and Type: Select Box

Please help me on this....

Regards,

Raju

Re: Bulk Catalog item request using an excel file

sattimsetti — Mon, 09 Dec 2024 11:32:35 GMT

Hello Team,

Any one help me on this..

question Bulk Catalog item request using an excel file in Community Central forum

Bulk Catalog item request using an excel file

Re: Bulk Catalog item request using an excel file

Step 1: Prepare the Excel File

Step 2: Import the Excel File into ServiceNow

Step 3: Map the Imported Data to Target Table

Step 4: Verify the Imported Data

Step 5: Automate the Process (Optional)

Summary

Re: Bulk Catalog item request using an excel file

Re: Bulk Catalog item request using an excel file