---
sourceDocument: Yokohama Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Add the data import task

# Add the data import task {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
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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 ServiceNow's Process Automation Designer.
This task enables automation of data imports as part of the onboarding workflow, helping to streamline account setup and validation activities.
Show full answer Show less  

## Configuration Steps

* Navigate to **All \> Process Automation Designer** and select the **Account lifecycle onboarding process**.
* In the **Data Capture \& Validation** lane, add a new activity by selecting **Add an activity** , then choose **Account lifecycle events** and the **Create \& View Tech Task Record** task.
* Edit the new task's properties, entering a label and description, and set **When to start** to **With Previous** to allow parallel execution.
* In the **Automation** tab, configure inputs such as:
  * **Table:** Set to `Account Lifecycle Import Task (snticoreimptask)`.
  * **Canceled Conditions** and **Closed Conditions:** Define criteria for task state transitions.
  * **Onboarding Case:** Link to the **Account Onboarding Case Record** trigger.
  * **Record View:** Use `techpadimptaskview` to specify the form view.
  * **Responsibility Name:** Assign the ServiceNow Developer/Admin role to internal team members who will perform the task.
* Add fields from the **Account Lifecycle Events Import Task** table, configuring:
  * **Source Table:** Internal name of the staging table (e.g., `snacctlcaccountonbimportlocations`).
  * **Target Table:** Internal name of the destination table (e.g., `cmnlocation`).
  * **Data Source:** Select the data source file (e.g., `cmnlocationtemplate.xlsx`).
  * **Data Import State** and **State:** Default to 1 (not loaded/open).
  * **Type:** Set to `datacapture`.
  * **Account** and **Parent:** Associate with the account onboarding case and its parent record.
  * **Visible to customer:** Set to **False**.
  * Enter the Subject and Description as needed.
* Test the configuration thoroughly and then **Activate** the playbook to enable the data import task in the onboarding process.

## Key Outcomes

Once configured and activated, the data import task becomes an integral part of the Account Lifecycle Events playbook. This facilitates efficient onboarding by automating data imports, validating data capture, and assigning responsibilities to appropriate internal users. It ensures data is accurately loaded into target tables and linked to the relevant onboarding cases, supporting a smoother and more reliable customer onboarding experience.  
Add the data import task that you've configured to the Account lifecycle onboarding process defined in the Process Automation Designer.
1. Navigate to AllProcess 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 Account Lifecycle Events 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](https://servicenow-prod.fluidtopics.net/rG2s95DkfkheDydXQwE4SQ "Use the account onboarding playbook to import, stage, manage, and publish account data.") for details). Users with this role can perform the data import task.
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10. Select Add Field and enter data in the following fields from the Account Lifecycle Events 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.

    {#account-lifecycle-add-data-import__ul_ipp_t5l_byb}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.

{#account-lifecycle-add-data-import__ol_w4k_xsk_byb}

After the data import task has been configured, the Account Lifecycle Events playbook can be used to onboard customers. See [Set up the account onboarding playbook](https://servicenow-prod.fluidtopics.net/rG2s95DkfkheDydXQwE4SQ "Use the account onboarding playbook to import, stage, manage, and publish account data.") for details.

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