---
sourceDocument: Australia Core Business Suite
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/core-business-suite

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Core Business Suite

ft:clusterId :

    - cbs

bundleId :

    - cbs

workflow :

    - Core Business Suite


---

# Bulk upload

# Bulk upload {#ariaid-title1}

Release version: Australia  
Updated March 26, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Upload records in bulk for Core Business Suite business units through the Now Assist conversational experience.

## Before you begin

Ensure that the following are activated:

* AI search ([Activate AI Search](https://servicenow-prod.fluidtopics.net/Y~4coTQZqeiDO_ZZSyenZw "Activate AI Search to enable conversational search capabilities in ServiceNow Otto for Core Business Suite (CBS)."))
* Now Assist panel ([Manage ServiceNow Otto panel](https://servicenow-prod.fluidtopics.net/7erxWolM~iRpQVGI65q9Kg "Enable the ServiceNow Otto panel to provide generative AI assistance through a conversational interface in ServiceNow Otto for Core Business Suite (CBS)."))
{#manage-bulk-upload-using-na__ul_myk_xkh_v3c}

Role required: admin, sn_cbs.admin

## Procedure

1. Navigate to AdminAdmin Home.
2. On the Core Business Suite Foundation card, select View product overview.
3. In the Configuration insights section, select Configure.  
   The Configure Core Business Suite page opens in the Configuration Console.
4. From the navigation menu, select the section to which you want to bulk upload the details:  
   * Workplace locations under Workplace Services
   * Supplier management or Supplier contacts under Source-to-Pay
   {#manage-bulk-upload-using-na__ul_kxd_tf3_s3c}
5. Select Configure with Now Assist.  
   Now Assist opens the conversational panel, detects the current page context, and invokes the CBS Bulk Upload agent.  
   Note:  
   Now Assist guides you through follow‑up questions and requests confirmation before completing the bulk upload.
6. Select Bulk upload or enter a natural‑language prompt:  
   Example prompts:
   * <kbd class="ph userinput">Bulk upload workplace locations</kbd>.
   * <kbd class="ph userinput">Upload multiple workplace locations using a template</kbd>.
   * <kbd class="ph userinput">Bulk upload records for workplace locations</kbd>.

   {#manage-bulk-upload-using-na__ul_k4j_qfh_s3c}

   Now Assist processes your request, identifies the relevant template based on the selection, and provides it for download.
7. Download the bulk upload template.
8. Enter the required data in the template and save the file.
9. Upload the updated template when prompted.  
   Now Assist analyzes the uploaded file and validates the data.
10. Review the validation results.
11. If errors are reported, review and update the template file as needed, and re-upload it.
12. If validation is successful, select Process all rows.  
    Now Assist processes the import and provides access to the import set.
13. Select Import Set to review the imported records.
14. Confirm that the updates are reflected.
15. Select Mark as configured when prompted.  
    Now Assist confirms that the bulk upload is complete with a success message.
16. Refresh the Core Business Suite Configuration Console to verify that the records are created successfully.

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