Load and map spend categories to existing product categories

As a Spend category admin, you can use spend category management to import your organization's spend categories and map them to ServiceNow product categories.

Avant de commencer

Role required: sn_spend_mgmt.category_manager_admin

Procédure

1. Navigate to All > Load Data.
   The Load Data page appears.
2. In Import set table, select Existing table.
3. From the Import set table list, select the Spend Category Stage (sn_spend_mgmt_category_stage) table.
4. In Source of the Import, choose File.
5. Browse to the excel template that was created in Add spend category data in an Excel file.
6. Enter the Sheet number of the excel template that needs to be loaded into the staging table.
7. Enter the Header row of the excel template that needs to be loaded into the staging table.
8. Click Submit.

Résultats

The Excel template with spend category data is uploaded.

Que faire ensuite

Run the transform to import the data from the Spend Category Stage table to the Spend Category primary table. For more information, see Run transform to import spend category data into the Spend Category primary table.