Data upload via import set

[ektamestri]

Hi Community,

I need to update historical data on closed Major Incident (MI) records. I already have a spreadsheet containing the updated information. The challenge is that the fields that need to be updated are not all on the incident table— present as related lists such as incident_task, affected locations, outage table, some are present in problem task, for this we have a reference of problem number on MI form. Since the data spans multiple tables, I’m trying to understand how this can be accomplished using Import Sets, or whether there’s a better alternative approach for updating these record.  Can you suggest any solution.

Thanks

[Tanushree Maiti · Accepted solution]

Hi @ektamestri 

I will suggest Import Sets with Multiple Transform Maps

1.Ensure your spreadsheet has the main Incident Number (inc_number) on every row, along with the identifier for the related record (e.g., task_number for incident tasks, ci_item for outages).
2. Navigate to System Import Sets > Load Data. Create a new staging table.
3.Create Transform Maps: Create separate Transform Maps for each table and map the data from staging table to target table:
a.Incident Task (incident_task) -> Coalesce on number.
b. Problem Task (problem_task) -> Coalesce on number

etc

Make sure for Incident task and problem task, you are mapping incident number properly ..

[Ankur Bawiskar · Accepted solution]

@ektamestri 

you can use onAfter transform script and handle the data insert/update using that

no other approach

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Tanushree Maiti · Accepted solution]

Hi @ektamestri 

I will suggest Import Sets with Multiple Transform Maps

1.Ensure your spreadsheet has the main Incident Number (inc_number) on every row, along with the identifier for the related record (e.g., task_number for incident tasks, ci_item for outages).
2. Navigate to System Import Sets > Load Data. Create a new staging table.
3.Create Transform Maps: Create separate Transform Maps for each table and map the data from staging table to target table:
a.Incident Task (incident_task) -> Coalesce on number.
b. Problem Task (problem_task) -> Coalesce on number

etc

Make sure for Incident task and problem task, you are mapping incident number properly ..

[Ankur Bawiskar · Accepted solution]

@ektamestri 

you can use onAfter transform script and handle the data insert/update using that

no other approach

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[ektamestri]

Thanks for the reply.  Also multiple work notes per each incident can be achieved through the same, is it?

[Ankur Bawiskar · Accepted solution]

yes that's feasible