Step by Step instructions on how to import bulk user allocations in SAM

[CatlinP]

Does anyone know if there is a KB article with step by step instructions on how to mass import user/device allocations onto an entitlement in SAM?

Also, is anyone familiar with the specific security role that is needed in order to be able to mass import user allocations

[dreinhardt]

Hi @CatlinP,

To import user allocation data into the [alm_entitlement_user] table in ServiceNow with the fields "assigned_to", "entitlement", and "quantity", follow this step-by-step process:

1. Create a CSV file that contains the user allocation information. The CSV file should have the following columns:

• assigned_to: The user to whom the entitlement is assigned (email or username).
• entitlement: name of the entitlement
• quantity: The number of entitlements assigned to the user (Default is 1)

2. Create a data source and transform map to load the data into the allocation table

• Create a File type data source (servicenow.com)
• Transform maps (servicenow.com)
• Require Role: "import_admin"

3. Attach the CSV to your data source and run the transform map

4. Verification

• navigate to the alm_entitlement_user table and Review the imported records to verify that the data has been correctly imported
• navigate to the entitlement to verify that the data has been correctly imported

5. Error Handling

• If any errors occurred during the import, go to System Import Sets > Import Set Runs to view any error messages.

Best, Dennis