---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Import your financial data using import sets

# Import your financial data using import sets {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Import your financial accounts, financial products, financial institutions, and
financial transactions into ServiceNow
Financial Services Operations Core tables. You need this foundation data to make the
Financial Services Operations applications work.

## Before you begin

Ensure that the application scope is set to the Financial Services Operations Core. For more information, see [Application
picker](https://www.servicenow.com/docs/access?context=c_ApplicationPicker&version=xanadu&pubname=xanadu-application-development&ft:locale=en-US).

Role required: sn_bom.admin

## Procedure

1. Navigate to AllSystem Import SetsLoad Data.
2. Select Create table and enter a label for the new table in the Label field.
3. In the Source of the import field, select a source so that you can upload data from an external data source into an import set.
4. Click Submit.  
   The imported data is now available in the new Import Set table.

   For
   more information, see [Import sets key
   concepts](https://www.servicenow.com/docs/access?context=c_ImportSetsKeyConcepts&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US).
5. [Create a transform
   map](https://www.servicenow.com/docs/access?context=t_CreateATransformMap&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US) to define the field mapping between columns of the import set and columns of the target table.  
   For information on target tables, see the Tables installed section in Components installed with Financial Services Operations Core.
6. Transform the data from the import set table to the target table.  
   For more information, see [Run an
   import](https://www.servicenow.com/docs/access?context=t_RunImport&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US).
7. **Optional:** Verify that the data records are imported into the target tables by navigating to the target tables.
   * For financial accounts, navigate to Financial Services OperationsFinancial Accounts and click the account to which you imported the financial accounts. For example, to view imported records for checking accounts, click Checking Accounts.
   * For financial transactions, navigate to Financial Services OperationsFinancial Accounts and perform the following steps:
     1. Click the account for which you imported the financial transactions, for example, Checking Account.
     2. Open an account from the list and click the Transactions related list.
     {#import-financial-accounts-products-institutions__ol_cmd_c1k_kmb}
   * For financial products, navigate to Financial Services OperationsFinancial Products and click the product to which you imported the financial products. For example, to view imported records for deposit model, click Deposit Model.
   * For financial institutions, navigate to Financial Services OperationsFinancial Institutions.
   {#import-financial-accounts-products-institutions__choices_oxs_smg_gmb}

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