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Merge pull request #1 from chiemeriechibuzor/docs/improve-instruction-clarity
Enhanced Excel import documentation with clearer steps and troubleshooting guide.
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# Create Records importing an excel spreadsheet in the record producer.
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The script import the excel spreadsheet in the Data Source table (sys_data_source) and trigger the tranform map, creating the records.
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The script import the excel spreadsheet in the Data Source table (sys_data_source) and trigger the tranform map to create records.
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## Configuration
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Step 1. Create a Transform Map
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1. Navigate to **System Import Sets > Transform Maps**
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2. Create a new transform map for your target table
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3. Map Excel columns to ServiceNow fields
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Step 2. Add the table name field to "Data Source" and the excel template file
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Step 2. Configure Record Producer Fields
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Add the following fields to your Record Producer:
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- **Table name field** mapped to "Data Source"
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- **Excel template file table name field**
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- **Attachment field** for file upload
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![table name field](config1.png)
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Step 3. Insert a description with a link to the user download the template
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Step 3. Add User Instructions and Download link for Template
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1. Insert a description with a download link for users to get the Excel template
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2. Include clear instructions for filling out the template
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3. Specify any required format or validation rules
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![description and template](config2.png)
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Step 4. Insert the script and change the static fields
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1. Insert the server script into your Record Producer
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2. Update any static fields to match your specific use case
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3. Test the script functionality
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Step 5. The users need to drop attach the file and submit the record producer
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![attach and submit](config3.png)
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1. Attach their completed Excel file
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2. Submit the Record Producer form in the service catalog
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3. The system automatically processes the file and creates records
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Troubleshooting
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Import fails: Check the System Logs for errors. Verify Excel format and Transform Map mappings.
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No records created: Ensure the Data Source record is populated correctly and the Transform Map runs without coalescing issues.

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