Ready to get started?

Learn more about the CData Excel Add-In for ServiceNow or download a free trial:

Download Now

Transfer Data from Excel to ServiceNow

This article explains how to transfer data from Excel to ServiceNow using the Excel Add-In for ServiceNow.

The CData Excel Add-In for ServiceNow enables you to edit and save ServiceNow data directly from Excel. This article explains how to transfer data from Excel to ServiceNow. This technique is useful if you want to work on ServiceNow data in Excel and update changes, or if you have a whole spreadsheet you want to import into ServiceNow. In this example, you will use the incident table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new ServiceNow connection by clicking From ServiceNow on the ribbon.

ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, you will need to register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, you will need to specify the Instance, Username, and Password connection properties.

See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.

Retrieve Data from ServiceNow

To insert data into ServiceNow, you will first need to retrieve data from the ServiceNow table you want to add to. This links the Excel spreadsheet to the ServiceNow table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From ServiceNow button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the incident table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to ServiceNow

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyincidentSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to ServiceNow, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the incident sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.