Importing Data

Guide for importing external data into ServiceNow using the Fluent API. Covers Data Sources, staging tables, Import Sets (transform maps), and the three-component pattern required for every data import.

When to Use

• Importing external data from CSV, Excel, JSON, XML, JDBC, LDAP, or REST sources
• Setting up staging tables and transform maps for data integration
• Building applications that ingest data from external systems
• Configuring field mappings, coalesce rules, and transform scripts

Instructions

Three-Component Pattern

Every data import requires three separate components created in order:

1. Staging Table (Table API): extends sys_import_set_row, defines all columns for imported data. Must be created FIRST.
2. Data Source (Record API on sys_data_source): references the staging table by name in import_set_table_name. Defines how to connect and load data. Must be created SECOND.
3. Import Set (ImportSet API): references the staging table by name in sourceTable. Defines how to map data from staging to target. Must be created THIRD.

All three components MUST use the exact same staging table name.

Collecting Mandatory Fields

Before generating data source code, collect format-specific mandatory fields:

• XML format: requires xpath_root_node (e.g., //product, /root/items/item)
• JSON format: requires jpath_root_node (e.g., $.employees[*], $.data.records)
• JDBC format: requires either table_name or sql_statement
• LDAP format: requires complete LDAP chain (server config, OU config, data source)
• REST format: requires request_action referencing an Integration Hub action
• CSV/Excel: no format-specific mandatory fields

Password Handling

Pre-populate all configuration fields (hostnames, ports, usernames, database names) with provided values. Leave password fields empty ('') with a // LEAVE EMPTY comment -- passwords are set manually in ServiceNow after deployment.

Transform Map Configuration

• Set coalesce fields on at least one field to prevent duplicate records during import
• Use simple string mappings (target_field: 'source_field') for direct field copies
• Use object mappings for coalesce, date format, reference fields, or source scripts
• For complex transformation logic (>10-15 lines), extract to TypeScript functions in server modules

Key Concepts

• Data source types: File (CSV, Excel, JSON, XML), JDBC (database), LDAP, REST (Integration Hub), Custom (Parse by Script)
• File retrieval methods: Attachment (direct upload), FTP, SCP, SFTP, HTTP, HTTPS
• Import flow: External Source -> Data Source -> Staging Table -> Transform Map -> Target Table
• Coalesce: Field-level setting that enables record matching -- prevents duplicates by updating existing records instead of inserting new ones
• enforceMandatoryFields: Controls mandatory field validation during import: no, onlyMappedFields, allFields
• runBusinessRules: Disable for bulk imports (performance); enable selectively for business logic validation

LDAP Data Sources

LDAP imports require a chain of records: ldap_server_config -> ldap_ou_config (references server) -> optionally ldap_server_url (references server) -> sys_data_source (references OU via ldap_target). Use record object references (not hardcoded sys_id strings) for LDAP cross-table references.

Avoidance

• Do not create a data source without first searching for existing ones that may already match
• Do not generate XML/JSON data source code without xpath_root_node/jpath_root_node -- the data source will deploy but fail to import data
• Do not create an ImportSet without a corresponding Data Source and Staging Table -- all three components are required
• Do not use mismatched table names between Data Source (import_set_table_name) and ImportSet (sourceTable)
• Do not hardcode sys_id strings for LDAP references -- use record object references
• Do not include passwords in generated code -- leave empty for manual configuration

API Reference

For the full ImportSet property reference, see the importset-api topic. Data sources are created using the Record API on sys_data_source -- see the three-component pattern in the examples below.

Examples

Complete Three-Component Pattern: CSV Import

import '@servicenow/sdk/global'
import { Table, Record, ImportSet } from '@servicenow/sdk/core'

// STEP 1: Staging Table (MUST BE FIRST)
export const userStagingTable = Table({
    $id: Now.ID['user-staging-table'],
    name: 'u_user_import_staging',
    label: 'User Import Staging',
    extends: 'sys_import_set_row',
    columns: [
        { name: 'u_email_address', type: 'email', max_length: 100, label: 'Email Address' },
        { name: 'u_full_name', type: 'string', max_length: 100, label: 'Full Name' },
        { name: 'u_username', type: 'string', max_length: 40, label: 'Username' },
    ],
})

// STEP 2: Data Source (MUST BE SECOND)
export const userDataSource = Record({
    $id: Now.ID['user-csv-datasource'],
    table: 'sys_data_source',
    data: {
        name: 'User CSV Data Source',
        type: 'File',
        format: 'CSV',
        file_retrieval_method: 'Attachment',
        csv_delimiter: ',',
        header_row: 1,
        import_set_table_name: 'u_user_import_staging',
        import_set_table_label: 'User Import Staging',
        batch_size: 500,
        active: true,
    },
})

// STEP 3: Import Set / Transform Map (MUST BE THIRD)
export const userImportSet = ImportSet({
    $id: Now.ID['user-import-transform'],
    name: 'User Import Transform',
    targetTable: 'sys_user',
    sourceTable: 'u_user_import_staging',
    active: true,
    runBusinessRules: true,
    fields: {
        email: { sourceField: 'u_email_address', coalesce: true },
        name: 'u_full_name',
        user_name: 'u_username',
    },
})

Transform Map with Field Transformations

import '@servicenow/sdk/global'
import { ImportSet } from '@servicenow/sdk/core'

export const userImportWithTransforms = ImportSet({
    $id: Now.ID['user-import-advanced'],
    name: 'Advanced User Import',
    targetTable: 'sys_user',
    sourceTable: 'u_user_staging',
    active: true,
    runBusinessRules: true,
    enforceMandatoryFields: 'allFields',
    copyEmptyFields: false,
    createOnEmptyCoalesce: true,
    fields: {
        email: {
            sourceField: 'u_email_address',
            coalesce: true,
            coalesceCaseSensitive: false,
        },
        name: {
            sourceField: 'u_full_name',
            useSourceScript: true,
            sourceScript: `answer = (function transformEntry(source) {
                return source.u_full_name ? source.u_full_name.toLowerCase()
                    .split(' ')
                    .map(word => word.charAt(0).toUpperCase() + word.slice(1))
                    .join(' ') : '';
            })(source);`,
        },
        u_department: {
            sourceField: 'u_dept_code',
            referenceValueField: 'u_dept_id',
            choiceAction: 'create',
        },
        u_start_date: {
            sourceField: 'u_hire_date',
            dateFormat: 'MM/dd/yyyy',
        },
    },
})

Transform Map with Server Module Scripts

import '@servicenow/sdk/global'
import { ImportSet } from '@servicenow/sdk/core'
import { transformCIRow, validateCIData, postProcessCI } from '../server/ci-transforms'

export const ciImportWithScripts = ImportSet({
    $id: Now.ID['ci-import-scripts'],
    name: 'CI Import with Transform Scripts',
    targetTable: 'cmdb_ci_computer',
    sourceTable: 'u_computer_import',
    active: true,
    runBusinessRules: false,
    runScript: true,
    script: transformCIRow,
    fields: {
        asset_tag: { sourceField: 'u_asset_tag', coalesce: true },
        name: 'u_hostname',
        serial_number: 'u_serial_number',
    },
    scripts: [
        {
            $id: Now.ID['ci-validation-script'],
            when: 'onBefore',
            order: 50,
            active: true,
            script: validateCIData,
        },
        {
            $id: Now.ID['ci-cleanup-script'],
            when: 'onAfter',
            order: 200,
            active: true,
            script: postProcessCI,
        },
    ],
})

LDAP Data Source (Complete Chain)

import '@servicenow/sdk/global'
import { Record } from '@servicenow/sdk/core'

// Step 1: LDAP Server Configuration
export const ldapServer = Record({
    $id: Now.ID['users_ldap_server'],
    table: 'ldap_server_config',
    data: {
        name: 'users_ldap_server',
        server_url: 'ldap://ldap.company.com',
        port: 389,
        dn: 'cn=admin,dc=company,dc=com',
        rdn: '',
        password: '', // LEAVE EMPTY - set manually in ServiceNow
        active: true,
        ssl: false,
        authenticate: true,
        paging: true,
        vendor: 'openldap',
    },
})

// Step 2: LDAP OU Configuration
export const ldapOU = Record({
    $id: Now.ID['users_ou'],
    table: 'ldap_ou_config',
    data: {
        name: 'users_ou',
        ou: 'ou=users,dc=company,dc=com',
        filter: '(uid=e*)',
        server: ldapServer, // Reference to record object, NOT sys_id string
        active: true,
    },
})

// Step 3: LDAP Data Source
export const ldapDataSource = Record({
    $id: Now.ID['users_datasource'],
    table: 'sys_data_source',
    data: {
        name: 'users_datasource',
        type: 'LDAP',
        import_set_table_name: 'u_users_import',
        import_set_table_label: 'Users Import',
        ldap_target: ldapOU, // Reference to OU config
        batch_size: 100,
        active: true,
    },
})

XML File Data Source

import '@servicenow/sdk/global'
import { Record } from '@servicenow/sdk/core'

export const xmlDataSource = Record({
    $id: Now.ID['xml-product-import'],
    table: 'sys_data_source',
    data: {
        name: 'Product XML Import',
        type: 'File',
        format: 'XML',
        file_retrieval_method: 'Attachment',
        // MANDATORY for XML format:
        xpath_root_node: '/products/product',
        expand_node_children: true,
        import_set_table_name: 'u_product_import',
        import_set_table_label: 'Product Import',
        batch_size: 100,
        active: true,
    },
})

JDBC Data Source (MySQL/MariaDB)

import '@servicenow/sdk/global'
import { Record } from '@servicenow/sdk/core'

export const databaseDataSource = Record({
    $id: Now.ID['test-jdbc'],
    table: 'sys_data_source',
    data: {
        name: 'Test JDBC',
        type: 'JDBC',
        format: 'org.mariadb.jdbc.Driver',
        database_name: 'my_database',
        database_port: '3306',
        jdbc_server: 'localhost',
        jdbc_user_name: '',
        jdbc_password: '', // LEAVE EMPTY - set manually in ServiceNow
        table_name: 'task',
        import_set_table_name: 'u_jdbc_staging',
        import_set_table_label: 'JDBC Staging',
        batch_size: 1000,
        active: true,
    },
})