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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Import Microsoft 365 subscription entitlements

Import Microsoft 365 subscription entitlements into the ServiceNow Software Asset Management application.

Before you begin

Role required: sam_admin or sam_user

Procedure

  1. Gather as many Microsoft 365 subscription entitlements as possible.

  2. Fill out the entitlement template and import into the ServiceNow Software Asset Management application.

    1. Open the Import Software Entitlements page.
InterfaceAction
Core UI
  1. Navigate to All > Software Asset > Licensing > Import Entitlements.
  2. Select Download Template File (.xlsx).
Software Asset Workspace
  1. Navigate to Software Asset Workspace > License operations.
  2. Select Create entitlement.
  3. In the Create new entitlement dialog box, select Import multiple entitlements from an Excel file.
  4. Select Next.
  5. In the Create New Entitlement Import page, select Download template to download a spreadsheet template (.xlsx).
2.  Open the import template and review the **Directions** tab.

3.  Populate the import template with data from your gathered entitlements.

    For more information about the additional details on the import template, see [ServiceNow SAM Entitlement Import User Guide](https://www.servicenow.com/community/sam-blog/servicenow-sam-entitlement-import-user-guide/ba-p/2284797).

4.  Use the following values on the template for Microsoft 365 entitlements:

    -   **Metric group**: Microsoft
    -   **License metric**: User Subscription

  1. After the template is populated with entitlement data, import the template to the Software Asset Management application.

    1. Import the template to the Software Asset Management application.
InterfaceAction
Core UINavigate to All > Software Asset > Licensing > Import Entitlements.
Software Asset Workspace
  1. Navigate to Software Asset Workspace > License operations.
  2. Select Create entitlement.
  3. In the Create new entitlement dialog box, select Import multiple entitlements from an Excel file.
  4. Select Next.
2.  Import the completed template through **Browse files** or drag it.

3.  Verify the imported software rights and resolve the import errors, if any.

  1. Review the imported entitlements.

    1. Confirm that the software entitlements are linked to the correct software models.

      InterfaceAction
      Core UINavigate to All > Software Asset > Licensing > Software Entitlements.
      Software Asset WorkspaceNavigate to Software Asset Workspace > License operations > Licensing > Software entitlements.

    2. Select the display name for a software entitlement record.

    3. On the Software Entitlements form, select the preview icon

Image omitted: preview-icon.png
No alternative text supplied

next to the Software model field.

4.  Confirm that the discovery map and suite components match the values on the template for Microsoft 365 entitlements.

    If the discovery map doesn't match, add or edit directly on the software model form and select **Update**.

    **Tip:** After the entitlements are imported, you might need additional subscriptions purchases during the true-up process with Microsoft. For more information, see. [Creating reserve entitlements for Microsoft online services](creating-0365-reserve-entitlements.md).

What to do next

Reconcile for compliance