Exporting data
Summarize
Summary of Exporting Data
ServiceNow allows users to export data from the AI Platform in various formats, including PDF, XML, CSV, Excel, JSON, and Google Sheets. This capability enables users to effectively manage and share data from individual records or multiple records directly from forms or lists.
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Key Features
- Individual Record Export: Export records to PDF or XML from a form.
- Multiple Record Export: Export records from a list to CSV, Excel, PDF, XML, or Google Sheets.
- URL Export: Use a URL with optional parameters to export multiple records from a table.
- Web Services Integration: Automate data retrieval through web services like REST or SOAP.
- Export Sets: Create export sets to push all desired data to an external file.
Key Outcomes
Exporting data provides flexibility in data handling and sharing. Users can select formats based on their needs, with specific roles determining available options. For instance, while PDF and Excel formats are accessible to all users, XML exports require an admin role. This ensures that relevant stakeholders can access and utilize data as necessary, promoting effective collaboration and decision-making.
Export data from the ServiceNow AI Platform in a variety of formats.
Key benefits
- Export an individual record to a PDF or XML file directly from a form. See Export data from a record.
- Export multiple records to a CSV, Excel, PDF, XML, or Google Sheets file directly from a list. See Export data from a list.
- Export multiple records from a table using the CSV, Excel, PDF, or XML processor in a URL with optional parameters. See Export directly from a URL.
- Export multiple records from a table via a web services request. For example, you can create an external application or process to automate the retrieval of data from an instance via web services such as REST or SOAP. For more information, see Web services.
- Push all the data that you want to export to an external file by creating an export set. For more information, see Export sets.
Associated roles
- The PDF options are available to all users.
- The XML option is only available to users with the admin role.
- The Excel, CSV, JSON, PDF, and Google Sheets options are available to all users.
- The XML option is only available to users with the admin role.
- The Export Set option is only available to users with the export_set_admin or admin role.
Export formats
| Export format | Description |
|---|---|
| CSV | Export table records as a comma-separated value text file. Use this option to export the currently displayed fields in the list or form as a text file. Configure the list or form to add or remove fields from the export. When exported to CSV, dot-walked fields appear using their full field name, such as u_assignment_group.parent. Note: By default, ServiceNow exports all CSV files in Windows-1252 encoding. If you need to export translated data, set the glide.export.csv.charset
system property to UTF-8. |
| Excel | Export table records as a Microsoft Excel spreadsheet. Use this option to export the currently displayed fields in the list or form as an Excel spreadsheet. Configure the list or form to add or remove fields from the export. |
| XML | Export table records as an XML document. Use this option to export all data from a table or all data for a particular record. The XML file has an XML element for each column in the table. See Exporting and importing data via XML. Note: Image field data is not preserved when exporting to XML. |
Export table records as a Portable Document Format file. Use this option to export the currently displayed fields in the list or form as a PDF file. Configure the list or form to add or remove fields from the export. Note: The PDF export processor prints data from left-to-right, which can produce rendering errors when displaying right-to-left language data. |
|
| JSON | Export the table records as a JSON string. The JSON file has an element for each column in the table. |
| Google Sheets | Export table records directly to cloud-based spreadsheets in Google Drive without going through extra steps. The exported file retains the structure of the original table, including rows and columns. You can view, edit and share these Google Sheets online in real time. |
Column headers
| File type | Column header format |
|---|---|
| Excel | Label |
| Label | |
| CSV | field_name |
| XML | field_name |
| JSON | field_name |