Development

Importing Data: Excel to ServiceNow

In this tutorial, we will be importing data from excel into a ServiceNow table. Here is what our Excel sheet…

In this tutorial, we will be importing data from excel into a ServiceNow table. Here is what our Excel sheet looks like.

Excel sheet with columns Name, Birthdate, Favorite Color and rows with sample data.

  1. First, create a table by searching for “tables” and selecting the option under “System Definition”

ServiceNow interface with 'Tables' highlighted in the left navigation menu.

  1. Click “New”

ServiceNow UI: Tables list with 'New' button highlighted.

  1. Give your table a name in “Label” and move down to the “Columns” tab. Add the name of each column from your spreadsheet under “Column label.” Add the “Type” of data and set “Display” to true. Click “Submit” in the upper right-hand corner.

ServiceNow table creation: Label 'Employee Imports', columns Name, Birthdate, Favorite Color. Submit button highlighted.

  1. Search for “Load Data” and select the option under “System Import Sets”

ServiceNow System Administration page with 'Load Data' highlighted in the left navigation.

  1. Create a name for your table and choose the file you will be importing from. Click “Submit.”

Load Data form: Create table, Label, Name, File upload, Sheet number, Header row, Submit button.

  1. On the next screen, select “Create transform map.”

ServiceNow page showing import progress: State Complete, Completion code Success. Next steps: Create a transform map.

  1. (1) Create a name for your map. (2) Select the target table for your import. This is the table we created in step 3. (3) Select “AutoMap Matching Fields” and you should see the fields from your table populated in the “Field Maps” table below. (4) Click “Update”

ServiceNow transform map: Name, Source table, Target table, AutoMap Matching Fields.

  1. Select “Run Transform” from the next screen.

ServiceNow screen: 'Run Transform' button highlighted with red arrow.

  1. Select “Transform” after ensuring the correct import set is selected as well as the selected map.

ServiceNow screen: 'Specify Import set and Transform map' with 'Transform' button highlighted by a red arrow.

  1. You should see the following screen after selecting “Transform.” Let’s check to make sure the data is imported correctly. In your left-hand search type the name of the table.list i.e. u_employee_imports.list

ServiceNow screen showing successful data transformation with 'Success' completion code and next steps.

  1. You should see the data from your excel sheet within your created table.

ServiceNow screen showing imported employee data with columns: Name, Birthdate, Favorite Color.