Setup | Import offering setup data from a CSV file

Hi, my name is Mike. In this video, you will learn how to import your offering setup from CSV Format. You need the Application Implementation Consultant role to perform this activity. Before you can import, you must first export your offering setup to CSV format as described in the Export Offering Setup tutorial. To start, go to offering Setup.

Click Setup and Maintenance.

You've successfully exported the Service setup data in a CSV format and now you are ready to import it to another environment.

Click the Setup drop-down list and select Service.

You want to export setup data of an entire offering, so start the import process from the offering.

Click Actions and select Import from CSV File > Create New.

Create a new import process. Next, select and open the CSV file package that contains the exported setup data that you want to import.

Click Browse.

Navigate to and select the configuration package file.

Click Open.

The Configuration Package Details section shows the basic information about the exported file so you can verify whether or not you have selected the correct file. If you need to, you can use the update button to select a different file, but this looks good.

Highlight the Details section.

By default, the import process pauses if any errors are found during import, so you can take the corrective actions before it continues. If you want, you can change this option and allow the process to run without pausing. However, be aware that if any prerequisite data fails, additional dependent data might not be imported correctly.

Expand Import Options and highlight the Pause process each time an error occurs checkbox.

There might be some data that can’t be imported automatically and requires you to import it manually. By default the import process pauses each time data must be imported manually. You could change this option, if all data required to be imported manually already exists in your environment.

Highlight the Pause process each time manual import setup data is required checkbox.

Submit the process now.

Click Submit.

Once you submit the import process, you receive a confirmation.

Click OK.

Watch the process until it completes. The process status changes to “Waiting for manual import” if you need to enter data manually during the import. Click on the status to see what data is required.

Click on the Status of the Import CSV File process.

These are the same manual tasks that you received a warning about at the end of the export processing. Ensure that you’ve entered this setup data and then select Resume.

Click Resume.

Optionally, you can change the default import options per your needs. The import process resumes.

Click Yes.

Watch the process until it completes, then click on the status to check the results.

Click on the Status of the Import CSV File process.

Review the summary of the process. The process completed successfully. Review to see if there are any post-import tasks.

Highlight the Summary section.

If any post import tasks are listed, ensure they are correctly performed - otherwise the offering will not be fully ready to be used.

Highlight the Manual Tasks section.

It is a best practice to verify correct data was imported for the setup objects. You can verify data before making the offering available to users. If the import process completes with errors, the Status Details column displays the error details, in which case, you should review and take appropriate action to correct the errors.

Expand the Business Objects section.

If you exported setup data of a functional area instead of an entire offering, you would start the import process from the functional area. For example, if after your initial import of the entire offering you need to migrate setup changes for Service Request only, select your functional area, and create a new import process using an exported data file for the corresponding functional area. The rest of the import process works the same for both the offering and the functional areas.

In the Service Request row, click the Actions icon and select Import from CSV File > Create New.

Thanks for watching.