---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Schedule import set jobs to pull data from the CRM system

# Schedule import set jobs to pull data from the CRM system {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://servicenow-prod.fluidtopics.net/BzfAVsqBw1lHhnJmhj~w2A "Configure Microsoft Dynamics CRM to import the sales representatives, sales accounts, and active opportunities data into the tables in the ServiceNow instance for the sales contracts support.").

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.
{#schedule-import-sales-contract-crm__ul_qq4_jby_5qb}  
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)

{#schedule-import-sales-contract-crm__ul_mwd_xhj_x5b}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](https://www.servicenow.com/docs/access?context=flow-designer-system-properties&version=australia&pubname=australia-build-workflows&ft:locale=en-US).

## Procedimento

1. Navigate to AllSystem Import SetsAdministrationScheduled 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

   {#schedule-import-sales-contract-crm__ul_ebl_qhy_5qb} For more information, see [Scheduled data imports](https://servicenow-prod.fluidtopics.net/Jgg2npSnbrPRoLHa9q353Q#installed-with-legal-simple-contracts__section_scheduled_jobs)
3. Configure the data import job as needed.  
   For more information on configuring a data import set schedule, see [Schedule a data
   import](https://www.servicenow.com/docs/access?context=t_ScheduleADataImport&version=australia&pubname=australia-integrate-applications&ft:locale=en-US) .
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](https://www.servicenow.com/docs/access?context=t_CreateATransformMap&version=australia&pubname=australia-integrate-applications&ft:locale=en-US) .