Project Status Reports Import from Excel

[WayneH08]

We have a request from Project Managers to be able to document their project status updates in Excel and then import into ServiceNow. I've tested using the import function for the project_status table; in the list view, I added the related fields [project.short_description and project.number] from the pm_project table, however these fields are not included when you create the import template. I added data to the import template anyway and did the import, but not surprisingly it didn't "map to" a project record. I've searched the ServiceNow documentation but not finding anything that indicates this is possible. I'd welcome feedback from anyone who may have figured out a way to do this.

[Najmuddin Mohd]

Hi @WayneH08 ,

If I understand correctly, you had an excel and you imported into ServiceNow. But, it did not map the fields of the Project table.

When I create a new record in the Project status, I see the Project field is read-only and is a reference field.

Project status is created after a project is created.

I believe, we can not add data of the referencing record with the import template.

Try Transform maps, and I am sure it will work.
First import the related projects. (If these are not there in instance).

Second import the related status reports.

During the second import to map Project field on the project status write the script.
GlideRecord the Project table(pm_project), query the number and return the sys_id, since it is a reference field.

If this information helps, please mark this post as helpful.
If this provides the solution, mark it as Accepted.

Regards,
Najmuddin.

[WayneH08]

@Najmuddin Mohd thank you for the quick response. I also thought about using transform maps as an option, so your feedback that this might work is helpful. I'll give it a try and report back.