Import records to Strategic Planning

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

    • Import records from Project Portfolio Management, Agile Development 2.0, and Scaled Agile Framework (SAFe), after the relevant table maps, fields maps, and choice maps are configured.

    Before you begin

    Role required: sn_align_core.apw_admin

    Procedure

    1. Navigate to All > Strategic Planning > Integrations.
    2. Select ServiceNow Internal Alignment Integration record.
    3. Click Import.
    4. On the Create Import Request form, fill in the date range for importing the records.
      Figure 1. Create Import Request
      Fill in the dates to import records.
    5. Select OK.
      Note:
      Records that have been created within the specified dates will be imported.

    Result

    An import request is created and a link is shared to track the progress of the request.
    Note:
    If you want to import records for a specific table map, click the Import button that is available for the respective table map.