Import data into the Account Lifecycle Events playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • As part of the Account Lifecycle Events process, you can import, configure, and publish data.

    Before you begin

    • Role required: admin
    • The following items must be present:
      • Target table to which the data is to be imported.
      • Excel template to import the data into the target table.
      • Staging table in which the imported data can be modified before it’s uploaded to the target table.
      • Transform map to transform and transfer the data from the staging table to the target table.
      • Data source on which the staging table information and the Excel template is present must be configured.

    About this task

    After completing the first stage in the Account Lifecycle Events playbook, you can continue with the Data Capture & Validation stage. Several default tables have been configured with the base system. To import data into these default tables, follow these steps:

    Procedure

    1. Open the first table and selectOpen record.
    2. In the Data Import page, select the Details tab.
      In the Contact field, select the customer contact who is working on this case.
    3. Download the attached template, review, and add information in the appropriate columns.
    4. Select Add File to add the attachment to the task for review by the onboarding team.
      The ServiceNow administrator assigned to this case gets a notification that the data file has been uploaded.
    5. Select the Import from attachments, option, choose the file, and select Select.
      Data is loaded to the staging table and validated. After validation, data is moved into one of the following state:
      • Ready to publish: The records have no validation errors and can be published.
      • Needs attention: Records in this state have some issues that must be addressed.
      • Yet to validate: Records in this state haven’t been validated.
      Note:
      • If you have additional files that must be added, select Add more, and select a new file that is to be uploaded to the staging table.
      • If the imported data is corrupted or has several errors, select Clear data. This action clears all the uploaded data in the staging table. You can upload a different file and restart the validation errors.
    6. Review the records in the Needs attention state, fix the errors, and select Save.
      These records are moved to the Yet to validate state.
    7. Select Validate to validate the records in the Yet to validate state.
    8. When all the data is the Ready to Publish state, select Publish to publish the data.
      Note:
      You can choose to publish data before all the errors have been fixed, or if there are records in the Yet to Validate state. In this case, when you select Publish, a message indicating that the data has been partially published with errors is displayed. You must resolve all the errors, select Validate, and then select Publish.

      All the published data is moved to the target table.

    9. Select Close.
    10. Follow these steps for all the tables in this stage.
    11. Review the Data Import Summary, enter Close Notes for each task, and select Mark complete to continue with the next stage in the playbook.