---
sourceDocument: Yokohama Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/operational-technology

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Create an import task

# Create an import task {#ariaid-title1}

Release version: Yokohama  
Updated October 15, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create an import task for the Service Graph Connector for Microsoft Excel to handle the import of Operational Technology (OT) device data from your Microsoft Excel spreadsheet.

## Before you begin

Role required: ot_excel_import_user

## About this task

Watch this short video to learn how to create an import task in the Industrial Workspace.

## Procedure

1. In the Industrial Workspace, select the List (![List icon]()) icon.
2. Under the OT Excel SGC - Import Task module, select one of the available lists.
3. Select New.
4. On the form, fill in fields.
5. Select Save.
6. Refresh the form to access the Microsoft Excel template.
7. From the Attachments panel, download the Microsoft Excel template by selecting the Actions ![]() icon next to the sg_ot_excel_staging.xlsx template and clicking Download.
8. Save the template locally on your computer.
9. Fill in the template as needed with your OT device data.  
   For more information about how to fill out the spreadsheet, see [Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import](https://servicenow-prod.fluidtopics.net/ExE2oRVpOlXuDLoG0fXMhg "Prepare your spreadsheet by positioning your existing data in the correct columns is crucial to the success of your upload.").
10. From the Attachments panel, delete the original template by selecting the Actions ![]() icon next to the sg_ot_excel_staging.xlsx and clicking Delete.
11. Upload your completed Microsoft Excel spreadsheet.
    1. Ensure that you are assigned to the import task so that you can see the Import Attachment UI action.  
       If you are not in the Assigned to field of the import task, click the Assign to me UI action before proceeding with the next step.
    2. Click Select file.
    3. From your local drive, upload the completed Microsoft Excel spreadsheet.
    4. Once the spreadsheet is updated, select the Import Attachment UI action.
    5. Wait for your system to complete the import process.  
       Once complete, the State field changes from Pending staging import to Staging import succeeded.
    {#create-import-task-excel-sgc__substeps_a1j_qt4_xfc}

## Result

After the import process is complete and the Microsoft Excel spreadsheet has been successfully imported, you can view the staging records for your Operational Technology (OT) device data by selecting the Staging Records tab.

## What to do next

After the import process is complete, you can validate the imported staging records. For more information, see [Validate imported staging records](https://servicenow-prod.fluidtopics.net/TDD2sKQFi_MA1bSe3azPDg "Validate the imported staging records from your import task to find missing, duplicate, and invalid data.").
* **[Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import](https://servicenow-prod.fluidtopics.net/ExE2oRVpOlXuDLoG0fXMhg)**   
  Prepare your spreadsheet by positioning your existing data in the correct columns is crucial to the success of your upload.