---
sourceDocument: Australia Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/operational-technology

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Upload, validate, and import OT devices

# Upload, validate, and import the OT device inventory spreadsheet {#ariaid-title1}

Release version: Australia  
Updated July 23, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Chat with an AI agent in the ServiceNowOtto panel to begin the process for uploading, validating, and importing your Operational Technology (OT) device data into the OT CMDB.

## Before you begin

The ServiceNow
Otto panel must be activated. For more information, see [Activate the panel standard chat](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

Role required: ot_excel_import_user and now_assist_panel_user

## Procedure

1. Select the ServiceNow Otto ![]() icon.  
   The ServiceNow Otto panel is displayed.
2. Enter a prompt such as <kbd class="ph userinput">I want to import an OT device</kbd> to initiate the Import OT device spreadsheet into OT CMDB agentic workflow.  
   The OT Excel import task AI agent begins the workflow process and creates an OT Excel SGC Import Task record. For more information about import tasks, see [Using the Service Graph Connector for Microsoft Excel through import tasks](https://servicenow-prod.fluidtopics.net/HS9tzfoHUCC7R5c26ROaog "With the Service Graph Connector for Microsoft Excel, you can create import tasks that handle the upload, validation, and import of staging records for your OT device data into the Configuration Management Database (CMDB).").
3. Select Open OT Excel SGC Import Task.
4. In the Attachment panel of the import task record, download and save the Microsoft Excel spreadsheet template to your local drive.  
5. After you fill out the spreadsheet with your OT device inventory, upload it in the Attachment panel.  
   For more information about how to fill out the spreadsheet, see [Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import](https://servicenow-prod.fluidtopics.net/iFXnOdTxurjGnimVMlZi0A "Prepare your spreadsheet by positioning your existing data in the correct columns is crucial to the success of your upload.").
6. In the ServiceNow Otto panel, enter a prompt such as <kbd class="ph userinput">Done</kbd> to alert the agent that you have uploaded the spreadsheet.  
   The agent uploads the spreadsheet to the SG OT Excel Stagings table. Wait for the State field of the import task record to update to Staging import succeeded and for the staging records to be created. You can view the staging records in the import task record's Staging Records tab.
7. After the import is complete, enter a prompt in the ServiceNow Otto panel, such as <kbd class="ph userinput">Yes, proceed</kbd>.  
   The prompt alerts the agent that the import was successful and can proceed to the next step. The agent validates the staging records and replies with the number of valid records, partially valid records, and invalid records. For invalid records, the agent asks whether to create a remediation task.
8. If you want to create a remediation task for the invalid records, enter <kbd class="ph userinput">Yes</kbd>.  
   The agent creates a remediation task for all invalid records so you can resolve them as needed. For more information about possible validation errors, see [Managing Validations](https://servicenow-prod.fluidtopics.net/3DwBF_43T0p~QYhd9PetXQ "Validation enables you to review and manage the imported data in the staging table.").

   The agent then asks whether to proceed importing the valid or partially invalid staging records.
9. To import the valid or partially valid staging records, enter <kbd class="ph userinput">Yes</kbd>.  
   The agent triggers the CMDB import process. The State field of the import task record changes to Pending CMDB import. After the import process is complete, the State field changes to CMDB import complete.

   The AI agent asks if you require any further assistance.
10. If no further assistance is needed, enter <kbd class="ph userinput">No</kbd> to conclude the AI agent session.
{#upload-import-validate-ot-device-inventory-spreadsheet__steps_igg_fst_fhc}

## What to do next

To verify the CMDB import, navigate to the Industrial Workspace list view and open the All OT Devices list. The recently imported OT device records appear in the list.