Importing data in ServiceNow
For the client onboarding process when we need to add the data from external
source into Service now , following components have to be used
External Data Sources
Import sets
Transform map
Target Table
1. External Data Sources: the file (excel) from which we want to add data into
the ServiceNow.
2. Import Sets: It is a temporary table which is used as a staging
table to store raw data from an external source, this data is not directly
imported since we might need to make any changes in the data before
adding it into the ServiceNow database.
3. Transform maps : It is used to make sure how the
external source file data is been mapped to the internal table database of
ServieNow. it is necessary to specify a destination table and select a
method of mapping.
a. Auto map from matching fields : we can use this option to
automatically map the fields from both the import set and the
destination , this option matches the same or nearly identical fields.
b. Mapping Assist : if we want to map the fields manually we can use
this option.
c. Coalesce Field: During the process of creating a transform map
coalesce field can be used to determine which field should be treated
as unique field . If a match is found using the coalesce field, the existing
record will be updated with the information being imported.
If a match is not found, then a new record will be inserted into the
database.
It will decide whether to update or insert the record while transforming the data from import set table to target table.
d. Choice action field : this option can only be used if we are using
Choice field in our form.
Following actions can be applied using this field
i. create – creates a new reference field record if a matching
record does not exist.
ii. ignore – if the value already exists it will be kept
unchanged.
iii. reject – stops the transform for the entire record.