1. Navigate to All > Process Automation Designer.
2. Select the Account lifecycle onboarding process.
3. Navigate to the Data Capture & Validation lane and select Add an activity.
4. Select Account lifecycle events and select the Create & View Tech Task Record.
5. Select the Edit icon on the newly added task to view the properties.
6. Select View all properties and select Advanced.
7. In the General tab, enter the label name and description.
8. In the When to start field, select With Previous. This option enables you to execute all the activities in the task in parallel.
9. 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 Set up the account onboarding playbook for details). Users with this role can perform the data import task.
10. 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
11. 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 Set up the account onboarding playbook for details.