How can we import a project’s WBS from Excel into SPM?

[Keisuke Nagata]

Hi everyone,

Adding project tasks one by one takes a lot of time for our users.

We do have templates, but we want to bring a project in from Excel to SPM.

How can we import a project task list (WBS) from Excel into SPM?

Please share the steps. Thank you!

[Namita Mishra]

Hello @Keisuke Nagata ,

Thanks for sharing the query with the community users.

Sharing the link which has the same query answered in the past. 

Hope this helps and if it does, please mark the response as correct answer to help me and the community.

Thank You!

Namita Mishra

[Keisuke Nagata]

Hi  @Namita Mishra ,
Thanks for the reply!

So we do need to use Import Sets. Since Import Sets require admin involvement, is there a good way for users to complete this on their own?

[Bhimashankar H]

Hi @Keisuke Nagata ,

You can import bulk project task from excel to service now table using import sets by mapping them into Service now's project and project task tables.

Steps:

Prepare your data, format your excel sheets with appropriate columns.

Create Data source:

• Go to System Import Sets > Administration > Data Sources.

• Create a new Data Source of type "File," then upload your CSV.

Load Data(Staging Table):

• Go to System Import Sets > Load Data.

• Choose your Data Source and run the upload to create/import the staging/import set table.​

Create a transform Map:

• Go to System Import Sets > Administration > Transform Maps.

• Create a transform map that maps fields from your import set (staging table) to the target SPM tables

• Map columns like "Task Name" -> Short description, "Start Date" -> Planned start date, "Parent WBS" -> Parent, etc.

Run the transform Map:

• After mapping, run the Transform to copy your import set rows into the project’s task table.

• Check your project in SPM to check tasks are imported as expected.

Please refer the below post

Import projects from xls into servicenow pm_project - how can we apply template for the import? 

How to import excel to project tasks 

Thanks,
Bhimashankar H

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If my response points you in the right directions, please consider marking it as 'Helpful' & 'Correct'. Thanks!

[Keisuke Nagata]

Hi @Bhimashankar H ,
Thanks for explaining everything step by step!

Since Import Sets typically require admin involvement, could you let me know if there’s a good way for users to complete this on their own?