From ed3dc88bd2cd7d353d67c740f2a858aa72b3ffb8 Mon Sep 17 00:00:00 2001
From: Chiemerie Chibuzor <88438390+chiemeriechibuzor@users.noreply.github.com>
Date: Tue, 7 Oct 2025 06:08:41 +0100
Subject: [PATCH] Update README.md

docs: Enhanced Excel import documentation with detailed steps and screenshots

- Improved configuration steps with specific navigation paths
- Enhanced user process instructions for service catalog
- Added troubleshooting section for common issues
- Maintained all original technical content while improving clarity
- Fixed grammar and formatting throughout
---
 .../Create Records By Import Set/README.md    | 26 ++++++++++++++++---
 1 file changed, 23 insertions(+), 3 deletions(-)

diff --git a/Specialized Areas/Record Producer/Create Records By Import Set/README.md b/Specialized Areas/Record Producer/Create Records By Import Set/README.md
index 42b6a97cea..707743badd 100644
--- a/Specialized Areas/Record Producer/Create Records By Import Set/README.md	
+++ b/Specialized Areas/Record Producer/Create Records By Import Set/README.md	
@@ -1,16 +1,36 @@
 # Create Records importing an excel spreadsheet in the record producer.
-The script import the excel spreadsheet in the Data Source table (sys_data_source) and trigger the tranform map, creating the records.
+The script import the excel spreadsheet in the Data Source table (sys_data_source) and trigger the tranform map to create records.
 
 ## Configuration
 Step 1. Create a Transform Map
+1. Navigate to **System Import Sets > Transform Maps**
+2. Create a new transform map for your target table
+3. Map Excel columns to ServiceNow fields
 
-Step 2. Add the table name field to "Data Source" and the excel template file 
+Step 2. Configure Record Producer Fields
+Add the following fields to your Record Producer:
+- **Table name field** mapped to "Data Source"
+- **Excel template file table name field** 
+- **Attachment field** for file upload
 ![table name field](config1.png)
 
-Step 3. Insert a description with a link to the user download the template
+Step 3. Add User Instructions and Download link for Template
+1. Insert a description with a download link for users to get the Excel template
+2. Include clear instructions for filling out the template
+3. Specify any required format or validation rules
 ![description and template](config2.png)
 
 Step 4. Insert the script and change the static fields
+1. Insert the server script into your Record Producer
+2. Update any static fields to match your specific use case
+3. Test the script functionality
 
 Step 5. The users need to drop attach the file and submit the record producer
 ![attach and submit](config3.png)
+1. Attach their completed Excel file
+2. Submit the Record Producer form in the service catalog
+3. The system automatically processes the file and creates records
+
+Troubleshooting
+Import fails: Check the System Logs for errors. Verify Excel format and Transform Map mappings.
+No records created: Ensure the Data Source record is populated correctly and the Transform Map runs without coalescing issues.