Import pricing entities

  • Release version: Washingtondc
  • Updated April 8, 2024
  • 1 minute to read

    • Import pricing entities to a target instance by using the ServiceNow Platform import function.

    Before you begin

    Before you start, check your target instance and verify that certain required entities have been imported. For example, the product offerings and product offering catalogs associated with your pricing entities must have been previously imported to your target instance. Similarly, if you're importing price list lines or cost book lines, the price list or cost book for those lines must have been previously imported to your target instance.

    Role required: sn_csm_pricing_pricelist_administrator

    Procedure

    1. Go to the target instance where you want to import the pricing data.
    2. Start the import process.
      • To import pricing entities, navigate to All > Pricing > Export/Import > Import.
      • To import context rules, navigate to All > Context Rule Management > Import.
      The record for the import data source opens.
    3. Attach the JSON file by selecting the Attachments () icon in the header bar.
      The Import Data Source pop-up opens.
    4. Select Choose file and select the JSON file you want to import.
    5. When the file is uploaded, close the Attachments pop-up.
    6. Under Related Links, select Load All Records.
      The data from the imported file loads, and a Progress bar opens showing the imported job. The imported data is loaded into the import set temporary table sn_csm_pricing_import_data_source or sn_csm_ctxrul_mgt_import_data_source if you're importing context rules.
    7. In the Next steps section, select Run Robust Transform, then select Transform.
      The progress bar shows the transform status. When the transform is complete, the imported data is loaded into the appropriate pricing tables.
    8. In the Next steps section, select the import set link to view the resulting import set.
      The imported data is available in the appropriate tables.
    9. In the Import Set record, open the Import Log tab to check for any errors and verify that the transform completed successfully.

    What to do next

    Certain imported pricing entities, such as price lists or cost books, are in the draft state in the target instance. To make the imported price list or cost book active in the instance, publish them.