Import records to Strategic Planning Workspace

Import records from Agile Development 2.0, after the relevant table maps, fields maps, and choice maps are configured.

Before you begin

Role required: sn_align_core.apw_admin

Procedure

1. Navigate to All > Strategic Planning > Integrations.
2. Select ServiceNow Internal Alignment Integration type.
3. Click Import.
4. On the Create Import Request form, fill in the date range for importing the records.

   Figure 1. Create Import Request

   

5. Select OK.
   Note:

   Records that have been created within the specified dates will be imported.

Result

An import request is created and a link is shared to track the progress of the request.

Note:

If you want to import records for a specific table map, click the Import button that is available for the respective table map.