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1 | 1 | # Create Records importing an excel spreadsheet in the record producer. |
2 | | -The script import the excel spreadsheet in the Data Source table (sys_data_source) and trigger the tranform map, creating the records. |
| 2 | +The script import the excel spreadsheet in the Data Source table (sys_data_source) and trigger the tranform map to create records. |
3 | 3 |
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4 | 4 | ## Configuration |
5 | 5 | Step 1. Create a Transform Map |
| 6 | +1. Navigate to **System Import Sets > Transform Maps** |
| 7 | +2. Create a new transform map for your target table |
| 8 | +3. Map Excel columns to ServiceNow fields |
6 | 9 |
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7 | | -Step 2. Add the table name field to "Data Source" and the excel template file |
| 10 | +Step 2. Configure Record Producer Fields |
| 11 | +Add the following fields to your Record Producer: |
| 12 | +- **Table name field** mapped to "Data Source" |
| 13 | +- **Excel template file table name field** |
| 14 | +- **Attachment field** for file upload |
8 | 15 |  |
9 | 16 |
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10 | | -Step 3. Insert a description with a link to the user download the template |
| 17 | +Step 3. Add User Instructions and Download link for Template |
| 18 | +1. Insert a description with a download link for users to get the Excel template |
| 19 | +2. Include clear instructions for filling out the template |
| 20 | +3. Specify any required format or validation rules |
11 | 21 |  |
12 | 22 |
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13 | 23 | Step 4. Insert the script and change the static fields |
| 24 | +1. Insert the server script into your Record Producer |
| 25 | +2. Update any static fields to match your specific use case |
| 26 | +3. Test the script functionality |
14 | 27 |
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15 | 28 | Step 5. The users need to drop attach the file and submit the record producer |
16 | 29 |  |
| 30 | +1. Attach their completed Excel file |
| 31 | +2. Submit the Record Producer form in the service catalog |
| 32 | +3. The system automatically processes the file and creates records |
| 33 | + |
| 34 | +Troubleshooting |
| 35 | +Import fails: Check the System Logs for errors. Verify Excel format and Transform Map mappings. |
| 36 | +No records created: Ensure the Data Source record is populated correctly and the Transform Map runs without coalescing issues. |
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