Add the data import task

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Add the data import task

    This guide explains how to add and configure a data import task within the Account lifecycle onboarding process using the Process Automation Designer in ServiceNow. This task integrates data import functionality into the Customer Success Management playbook to support customer onboarding activities effectively.

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    Key Steps to Configure the Data Import Task

    • Navigate to All > Process Automation > Playbook Designer and select the Account lifecycle onboarding process.
    • Within the Data Capture & Validation lane, add an activity by selecting Customer Success Management and then Create & View ALE Record.
    • Enable Advanced options, then set the label, description, and configure the start rule to With Previous to allow parallel execution of activities.
    • On the Automation tab, provide input parameters including:
      • Table: Select Data Import Task (snticoreimptask).
      • Canceled and Closed Conditions: Define criteria for task state transitions.
      • Onboarding Case: Associate with the Account Onboarding Case Record trigger.
      • Record View: Use techpadimptaskview to specify the form view in the playbook.
      • Responsibility Name: Assign the ServiceNow Developer/Admin role to allow internal team members to perform the data import task.
    • Add and configure fields from the Customer Success Management Import Task table, specifying:
      • Source Table: The staging table's internal name (e.g., snacctlcaccountonbimportlocations).
      • Target Table: The target table's internal name (e.g., cmnlocation).
      • Data Source: The data source file or reference (e.g., cmnlocationtemplate.xlsx).
      • Data Import State and State: Default values set to 1 (indicating 'Data not loaded yet' and 'Open').
      • Type: Set to datacapture.
      • Account and Parent: Link to the associated account onboarding case and parent record.
      • Visible to customer: Set to False to restrict visibility.
    • Complete the task setup by entering the subject and description, then select Done.
    • Test the configuration and Activate the playbook to enable its use.

    Outcome

    After activation, the Customer Success Management playbook includes a fully configured data import task allowing seamless onboarding of customers through automated data capture and validation within the Account lifecycle onboarding process. This setup ensures internal teams with the appropriate roles can manage data imports efficiently as part of the onboarding workflow.

    Add the data import task that you’ve configured to the Account lifecycle onboarding process defined in the Process Automation Designer.

    1. Navigate to All > Process Automation> Playbook Designer.
    2. Select the Account lifecycle onboarding process.
    3. Navigate to the Data Capture & Validation lane and select Add an activity.
    4. Select Customer Success Management and select the Create & View ALE Record.
    5. Select Show additional options and select Advanced.
    6. In the Details tab, enter the label name and description.
    7. In the Start rule when stage starts field, select With Previous. This option enables you to execute all the activities in the task in parallel.
    8. Select the Automation tab. In the Inputs section, enter the following:
      • Table: The table for which the record is being created. Select Data Import Task (sn_ti_core_imp_task).
      • Canceled Conditions: Specify the conditions that must be met before the task moves into the canceled state.
      • Closed Conditions: Specify the conditions that must be met before the task moves into the Closed state.
      • Onboarding Case: Select the Account Onboarding Case Record trigger to associate this record with the account onboarding case.
      • Record View: The name of the Form View that is to be displayed in the Customer Success Management playbook. Enter tech_pad_imp_task_view here.
      • Responsibility Name: Select the ServiceNow Developer/Admin user role from the list. This role is assigned to the internal team members (defined in the Assign internal team responsibilities task of the Initiate stage of the playbook. See Initial setup for details). Users with this role can perform the data import task.
    9. Select Add Field and enter data in the following fields from the Customer Success Management Import Task table.
      • Source Table: Add the internal name of the staging table. For example, sn_acct_lc_account_onb_import_locations.
      • Target Table: Add the internal name of the target table. For example, cmn_location.
      • Data Source: Select the data source. For example, cmn_location_template.xlsx.
      • Data Import State: The default value is set to 1 (Data not loaded yet).
      • State: The default state is set to 1 (Open).
      • Type: Select data_capture.
      • Account: Select the account onboarding case associated with the case task.
      • Parent: Select the parent record associated with the account onboarding case.
      • Visible to customer: Set this False.
      Enter the Subject and Description as required and select Done
    10. Test the configuration and then select Activate to activate the playbook.

    After the data import task has been configured, the Customer Success Management playbook can be used to onboard customers. See Account onboarding playbook for details.