How to import excel to project tasks

Winnie Dinh
Kilo Contributor

Hi, is there an easy way to copy over a list of 50 rows in a spreadsheet to SPM, making it 50 Project Tasks. I just need the list, date/time or any other details is not important for now

3 REPLIES 3

PaulaaO
Mega Sage

I think you will need to create a data source and a transform map. it's the only solution I can think of.

Riya Verma
Kilo Sage
Kilo Sage

Hi @Winnie Dinh ,

Hope you are doing great.

You will need to use import set to load the data , try following below steps:

  1. Prepare the Spreadsheet:

  2. Export the Spreadsheet  as a CSV, 

    This format ensures that the data can be easily imported into ServiceNow's SPM
  3. Import the Data into ServiceNow:

    • Log in to your ServiceNow instance and navigate to the SPM module.
    • Select the appropriate project or create a new one to hold the imported tasks.
    • Access the "Project Tasks" section within the project.
    • Click on the "Import" button or similar option, depending on your ServiceNow instance version.
    • Choose the CSV file you exported earlier and follow the on-screen instructions to map the columns correctly.
    • Verify the column mappings to ensure that the correct data is being imported into the corresponding fields of the Project Tasks.
    • Initiate the import process and wait for it to complete.

 

 
Please mark the appropriate response as correct answer and helpful, This may help other community users to follow correct solution.
Regards,
Riya Verma

Referring to your step, 

  • Click on the "Import" button or similar option, depending on your ServiceNow instance version.

Where is the Import button?  Is this something we have to have turned on?