Schedule import set jobs to pull data from the CRM system

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Schedule import set jobs to pull sales representatives and associated sales accounts and active opportunities data from the CRM system into the ServiceNow instance.

    Antes de Iniciar

    Configure Microsoft Dynamics CRM for sales contracts.

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    • By default, the import set job is scheduled to run daily to pull the data from the CRM system.
    • Only active sales representatives and opportunities are pulled from the CRM system. All opportunities that are not won or lost are considered as active opportunities.​
    • When an opportunity is closed and not associated in any other active legal requests, the scheduled job will remove the opportunity record from the ServiceNow instance.
    The import set jobs trigger a Workflow Studio flow that pulls the data from the CRM system into the ServiceNow instance. The maximum number of records pulled each time the job runs is based on the following Workflow Studio properties:
    • The maximum number of records to return when fetching data (sn_flow_designer.action_picker_limit)
    • The maximum amount of iterations that a loop will run in flow designer (sn_flow_designer.max_iterations)
    Based on the number of records pulled for your system, you can modify the values of these properties. For more information, see Workflow Studio system properties.

    Procedimento

    1. Navigate to All > System Import Sets > Administration > Scheduled Imports.
    2. Open a scheduled data imports record to update.
      The following scheduled data import jobs for pulling data from the CRM system are available:
      • Sales Representatives Scheduled Data Import
      • Sales Accounts Scheduled Data Import
      • Sales Opportunities Scheduled Data Import
      For more information, see Scheduled data imports
    3. Configure the data import job as needed.
      For more information on configuring a data import set schedule, see Schedule a data import .
    4. Opcional: To pull data from a different set of fields from the CRM system, update the corresponding transformation maps.
      For more information on configuring a transformation map, see Create a transform map .