Run transform

Running a transform allows you to easily export information from your records, put that data into an .xls file and import that data into the ServiceNow Space Management application.

Before you begin

Role required: admin

About this task

There is an example transform map included with the demo data.  Load the demo data on a preproduction instance, go to campuses and select the Westfield Valley Fair campus.  Navigate to the map sets, then view Westfield Valley Fair V262-259 map set.  In the attached files there is a westfield_transform_example.xls file that can be used as an example.  Process the campus then run the transform according to the instructions above.

Procedure

  1. Navigate to System Import Sets > Run Transform.
  2. Click Create and load an import set first.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Create or add to an existing import set table
    Option Description
    Import set table Selections are create table or existing table.
    Label Enter a label for the new table.
    Note: This field is dependent upon the Create table option being selected.
    Name The name is automatically generated from the Label you enter.
    Note: This field is dependent upon the Create table option being selected.
    Import set table All saved import set tables are listed in a drop down menu.
    Note: This field is dependent upon the Existing table option being selected.
    Source of the import Selections are file or data source.
    File Browse to the location of the file.
    Note: This field is dependent upon the File option being selected.
    Sheet number Identifies the sheet number that will be used for the transform.
    Note: This field is dependent upon the File option being selected.
    Header row Identifies the row number used as the header row in the transform file.
    Note: This field is dependent upon the File option being selected.
    Data source All data sources are listed in a drop down menu.
  4. Click Submit.
  5. Click Run transform.
  6. Click Transform.
    All the spaces are populated in space management from the space details in the transform map.
  7. Navigate to Space Management > Spaces
  8. Review the details of spaces to be sure additional details have been imported.