Import Workday or Salesforce data

Use the data available in Workday or Salesforce to optimize your processes and solve business problems. To use these datasets, you must first import them into ServiceNow® environment.

Before you begin

Role required: sn_process_mining_admin

Procedure

1. Create an audit table to store data.
   Audit table is a staging table that is created with the required columns to populate the external data.

   For detailed procedure, see Create an audit table.

2. Optional: Add custom fields to the audit table.
   The custom fields form as breakdown filters when viewing the process graph. Without custom fields, there won't be any breakdown filters.

   For detailed procedure, see Add custom fields to the audit table.

3. Import data into the audit table.
   Create a Workday or Salesforce configuration record so Process Mining can pull audit log data from Workday or Salesforce and map it to the fields in ServiceNow®.

   Use this procedure to set up a new connection between Workday or Salesforce and Process Mining, define the initial data window, and map source fields to ServiceNow® fields.

   1. Navigate to All > Process Mining > External Data Set > Connectors.
      The Connector Configurations page is displayed.

      

   2. Select New.
      The Connector Configuration new record form is displayed.

      

   3. Provide the details on the form.

      Table 1. Connector Configuration fields

      Field	Description
      Name	Name of the configuration, for example Workday or Salesforce.
      Type	Source app for this configuration. The available values are: Workday: Select if you're trying to create a Workday configuration. Salesforce: Select if you're trying to create a Salesforce configuration.
      Subflow	Subflow for the selected Type.
      Table	Table that stores the imported data. It is auto-populated. This is the table that is created in the Create an audit table section.
      Active	This is selected by default. This confirms that the connector configuration is active.
      Fullpull	This is selected by default. This confirms that the entire data is pull from the source to the target. After the first import, this field is unchecked automatically. From the next time, when you import data, only the delta data is imported.
      Import from date	Start date and time for the initial data import.
      Domain	This is selected by default and can't be edited.
      Action inputs	The type of action input you must provide. Currently, only query is available. In the Value field, provide the query. The query must include the name of the columns you must import. For example: SELECT workdayID, businessProcessType, processHistory{process, cf_CF_IS_Subprocess, status, completedOn, dueDate, person} as processHistory FROM businessProcessTransactions

   4. Save the record, and the select Retrieve Field Mapping.
      After you select Retrieve Field Mapping, the Action Output field is populated with column names of the source table.
   5. Complete the field mapping in the Field Mapping area.
      The field names displayed are the ones you have created for the target table. Match them with the source target table fields from the Action Output field.
   6. Select Run Import Job.
      The data import starts. The status is updated in the Connector Executions area.

      Note:

      If an import takes more than 24 hours, it gets automatically cancelled. This is managed by the sn_po_extdata.cancel_job_after_seconds system property. For more information, see Process Mining properties.

      The Salesforce data is imported in batches. This is managed by the sn_promin_sf.salesforce_data_chunk_size system property. For more information, see Process Mining properties.

   The data from the source is imported to your Process Mining audit table.
4. Go to the Import data tab in Process Mining Workspace.
5. Select Import with another app.
6. Select OK on the notification message.
7. Select Yes, my data import is complete check box.
8. Select Next.
9. On the next page, verify the data you’ve imported.
   Verify that the mandatory and custom fields have the value that you had specified in your source file.
10. Optional: Select Edit your dataset link if you want to import your dataset again or edit the imported dataset.
11. Select Confirm and continue after validating your data.
12. After you’ve validated your imported data, create a record table from the Record Data section.
13. Select an option under How do you wish to add the record table?.
    If your audit table has custom fields, then the two options are grayed out. By default, Generate record data table is selected.
14. Select Create record.
    After the record table is created, a tab opens displaying details of the audit and record tables.

Result

The data is now completely imported to your process Mining instance. You can now create a project using this data to analyze improve your processes.

For information on creating a project, see Create a project. For information on managing an audit table, see Managing an audit table.