Export pricing entities

  • Release version: Washingtondc
  • Updated April 13, 2024
  • 1 minute to read

    • Export pricing entities as a JSON file and save the file to your local download directory so that it can be imported to another ServiceNow instance.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Export > Export Entities.
      The Export Entities list shows the previous export jobs.
    3. Start an export job by selecting Export Hierarchy.
      The Export Entities form opens in the Export-UI tab.
    4. In Entity Type, select the pricing entity to be exported from your source instance.
      The pricing entities include: Rule Matrix, Price List, Price List Line, Attribute Adjustment, Cost Book, and Cost Book Line.
    5. Select the items that you want to export and then select Export.
      Note:
      Entities such as rule matrices may have specific versions. Be sure to select a specific version of the entity to be exported and import that version to the target instance.
    6. Give the export job a file name and description and select Submit.
      The export process begins and a message displays the catalog export ID.
    7. Find and view the exported JSON file by refreshing the Export Entities list and selecting the export job.

      The exported file appears in the Attachments pane.

    8. Select the attachment to download the exported file.
      The file is downloaded as a JSON file and saved to your local download directory.

    What to do next

    Import pricing entities.