Add the data import task

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Add the data import task

    This guide explains how to add and configure a data import task within the Account lifecycle onboarding process using the Process Automation Designer in ServiceNow. This task enables the import and validation of data crucial for onboarding accounts efficiently through the Customer Success Management playbook.

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    Steps to Add the Data Import Task

    • Navigate to All > Process Automation Designer and select the Account lifecycle onboarding process.
    • In the Data Capture & Validation lane, add an activity by selecting Account lifecycle events and then Create & View Tech Task Record.
    • Edit the new task’s properties, including the label, description, and set When to start to With Previous to allow parallel execution.
    • Configure inputs under the Automation tab:
      • Table: Select Account Lifecycle Import Task (snticoreimptask).
      • Canceled and Closed Conditions: Define conditions for task state transitions.
      • Onboarding Case: Associate with the Account Onboarding Case Record trigger.
      • Record View: Enter techpadimptaskview to specify the form view in the playbook.
      • Responsibility Name: Assign the ServiceNow Developer/Admin role to control who can perform the task.
    • Add fields from the Customer Success Management Import Task table, specifying:
      • Source Table: Internal name of the staging table (e.g., snacctlcaccountonbimportlocations).
      • Target Table: Internal name of the target table (e.g., cmnlocation).
      • Data Source: Select the data source file (e.g., cmnlocationtemplate.xlsx).
      • Data Import State: Default to 1 (Data not loaded yet).
      • State: Default to 1 (Open).
      • Type: Set to datacapture.
      • Account and Parent: Link to the associated onboarding case and parent record.
      • Visible to customer: Set to False.
    • Enter the Subject and Description as needed, then select Done.
    • Test the configuration thoroughly.
    • Activate the playbook to enable onboarding using the configured data import task.

    Why This Matters

    By integrating a data import task into the Account lifecycle onboarding process, ServiceNow customers can automate and streamline the import of critical onboarding data. This setup ensures data accuracy and consistency, accelerates onboarding workflows, and empowers internal teams with controlled access via role assignments.

    Next Steps

    After configuring and activating the data import task, use the Customer Success Management playbook to manage customer onboarding effectively. For a complete setup, refer to the detailed instructions on setting up the account onboarding playbook.

    Add the data import task that you’ve configured to the Account lifecycle onboarding process defined in the Process Automation Designer.

    1. Navigate to All > Process Automation Designer.
    2. Select the Account lifecycle onboarding process.
    3. Navigate to the Data Capture & Validation lane and select Add an activity.
    4. Select Account lifecycle events and select the Create & View Tech Task Record.
    5. Select the Edit icon on the newly added task to view the properties.
    6. Select View all properties and select Advanced.
    7. In the General tab, enter the label name and description.
    8. In the When to start field, select With Previous. This option enables you to execute all the activities in the task in parallel.
    9. Select the Automation tab and in the Inputs section, enter the following:
      • Table: The table for which the record is being created. Select Account Lifecycle Import Task (sn_ti_core_imp_task).
      • Canceled Conditions: Specify the conditions that must be met before the task moves into the canceled state.
      • Closed Conditions: Specify the conditions that must be met before the task moves into the Closed state.
      • Onboarding Case: Select the Account Onboarding Case Record trigger to associate this record with the account onboarding case.
      • Record View: The name of the Form View that is to be displayed in the Customer Success Management playbook. Enter tech_pad_imp_task_view here.
      • Responsibility Name: Select the ServiceNow Developer/Admin user role from the list. This role is assigned to the internal team members (defined in the Assign internal team responsibilities task of the Initiate stage of the playbook. See Set up the account onboarding playbook for details). Users with this role can perform the data import task.
    10. Select Add Field and enter data in the following fields from the Customer Success Management Import Task table.
      • Source Table: Add the internal name of the staging table. For example, sn_acct_lc_account_onb_import_locations.
      • Target Table: Add the internal name of the target table. For example, cmn_location.
      • Data Source: Select the data source. For example, cmn_location_template.xlsx.
      • Data Import State: The default value is set to 1 (Data not loaded yet).
      • State: The default state is set to 1 (Open).
      • Type: Select data_capture.
      • Account: Select the account onboarding case associated with the case task.
      • Parent: Select the parent record associated with the account onboarding case.
      • Visible to customer: Set this False.
      Enter the Subject and Description as required and select Done
    11. Ensure that you test the configuration and then select Activate to activate the playbook.

    After the data import task has been configured, the Customer Success Management playbook can be used to onboard customers. See Set up the account onboarding playbook for details.