Run transform to update data

Running a transform exports information from your records into an .xls file. That data can be imported into the ServiceNow space management application.

Before you begin

Role required: admin

About this task

An example transform map is included with the demo data. Load the demo data on a pre-production instance, go to campuses, and select the Westfield Valley Fair campus. Open the Westfield Valley Fair V262-259 map set. Use the westfield_transform_example.xls file as an example. Process the campus, then run the transform..

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 depends on the Create table option being selected.
    Name The name is automatically generated from the Label you enter.
    Note: This field depends on the Create table option being selected.
    Import set table All saved import set tables are listed in a list.
    Note: This field depends on 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 depends on the File option being selected.
    Sheet number Identifies the sheet number used for the transform.
    Note: This field depends on the File option being selected.
    Header row Identifies the row number used as the header row in the transform file.
    Note: This field depends on the File option being selected.
    Data source All data sources are listed in a list.
  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 all space details to be certain all extra details were imported.