Import data using FTP server

Import a file from a local source, a remote network server, or another instance by providing a path and authentication information. Transfer and manage procurement data in a principled structure that administrators can use for various data management operations.

Before you begin

• Understand the data import workflows and FTP functionality.
• Ensure that you install and configure an FTP client.

• Ensure that you install and configure MID Server in your ServiceNow instance to connect to the ERP server. See Installing the MID Server for details.

  Note: The MID Server integration is required only for an ERP integration using SOAP services.

• Ensure you have permissions to access and pull data from FTP.

Role required: import_admin or admin

Procedure

1. Navigate to All.

2. On the left navigation pane, enter sys_data_source_list.do.

   The entire list of available data sources is displayed.

3. In the Name search field, enter spend to find and select the spend data sources you want to configure.

4. On the form, fill in the fields:

   Field	Description
   Name	Enter a unique name for this data source.
   Import set table label	Specify a label for the import set staging table to use.
   Import set table name	ServiceNow uses the label to construct a unique table name to prevent namespace collision with an existing table. This table stores the data from any third-party sources.
   Type	Select File as the type of data that you are importing from.
   Format	Select JSON as format.
   File retrieval method	Select SFTP as format for data transfer.
   File path	Specify the file path for querying.

5. Set additional fields based on the selected Type.

   See the documentation for each data source type for additional field information. The Table transform map is associated with the table to transform the File Based Catalog Import [sn_spend_ftp_intg_catalog_stage] data into Catalog Import [sn_spend_intg_imp_catalog]. For more information on the table transform map, see the Data source table information.

What to do next

• Manage the data integration by scheduled import and export jobs on a daily, weekly, or monthly basis. Perform the Scheduled Imports based on your business needs. See Schedule a data import.

• Verify the accuracy of the data import and share the errors on the FTP server. The reseller can fix the posted errors using Perform export steps.

• Run scheduled imports
  A scheduled import allows administrators to import data on a regular schedule. Run import operations on a daily, weekly, or monthly basis based on your business requirements. Scheduled import runs a datasource similar to how a scheduler job runs the script.

Parent Topic:Procurement File Transfer Framework