Import your Microsoft Excel spreadsheet using the staging table

Import your Microsoft Excel spreadsheet into the staging table using easy import to create the required data in the staging table from the spreadsheet.

Before you begin

This process requires the IntegrationHub ETL (com. sn_int_studio) plugin.

Before you perform this process, you must properly prepare a Microsoft Excel spreadsheet for import. To learn more, see Prepare your Pre-import OT worksheet entry review tool for Service Graph Connector import.

When the data is ready to be imported, you can schedule the import into the Configuration Management Database (CMDB). This process creates unique records in the Configuration Management Database (CMDB) for the OT devices that are included in your spreadsheet.

Roles required: cmdb_inst_admin, import_admin, import_scheduler, admin

About this task

When you run the Integration Hub Extract Transform Load (ETL), you can also refer to the embedded content in the Industrial Guided Setup for additional assistance.

Execute the validations in the staging table to check for duplicates and inconsistencies in the data.

To access the Industrial Guided Setup, navigate to Industrial Workspace Admin > Guided Setup.

Procedure

1. Navigate to All > Configuration > IntegrationHub ETL.
2. Select the CMDB Application: SG-OT Excel Import ETL.
3. On the ETL Transform Map Assistant form, select Import Source Data and Basic Details.
4. On the Provide Basic Information for the ETL Transform Map form, in the Sample Import Set field, select Auto-pull a new import set.
5. Return to the Integration Hub ETL form.
   Note:

   The remaining steps for creating an ETL transform map are automatically completed. However, you can select a specific step to review it before performing the actual import. For example, select Prepare and Preview Data to view the nested data structure and raw source data.

   Note:

   For more details, see Create an ETL Transform Map.
6. To perform the actual Excel spreadsheet import, select Test and Rollback Integration Results.
7. Select Run Integration.
   Note:

   This import tests 100 records. To run a full import of more than 100 records, you must schedule the import. You can schedule the import to run on a regular set schedule by selecting Set Import Schedule.

   After the data import is complete, the Test and Rollback Integration Results form appears with import statistics, including:

   • Classes Mapped
   • Relationships between classes
   • New Records created from this integration run.
   • Records updated from this integration run.
   • Partial records created from this integration run.
   • Incomplete records created from this integration run.
8. Exit the Test and Rollback Integration Results form.
   The Rollback Options dialog box is displayed.

   

9. Select Retain Data to retain the imported data, or select Perform Rollback to roll back the imported data and reattempt the Microsoft Excel import.
10. To formally import your spreadsheet data to the ServiceNow AI Platform:
    1. Select Set Import Schedule.
    2. Select Set Schedule.
    3. In the Scheduled Data Imports list, select SG-OT Devices Schedule Import using Spreadsheet.
    4. On the Schedule Data Import form, select Execute Now.

What to do next

After all steps are completed, from the SG-OT Device Import ETL Guided setup homepage, select Activate to activate the ETL.