Bulk upload

task australia Updated Sep 10, 2026 1 min read manage-bulk-upload-using-na.md

Raw file servicenow.com

Upload records in bulk for Core Business Suite business units through the Now Assist conversational experience.

Before you begin

Ensure that Now Assist in Virtual Agent is installed. For more information, see .

Role required: admin, sn_cbs.admin

Procedure

Navigate to Admin > Admin Home.
On the Core Business Suite card, select View product overview.
In the Configuration insights section, select Configure.

The Configure Core Business Suite page opens in the Configuration Console.
From the navigation menu, select the section to which you want to bulk upload the details:
- Workplace locations under Workplace Services
- Supplier management, or Supplier contacts under Source-to-Pay
Select Configure with Now Assist.

Now Assist opens the conversational panel, detects the current page context, and invokes the CBS Bulk Upload Agent.

Note: Now Assist guides you through follow‑up questions and requests confirmation before completing the bulk upload.
Select an Bulk upload or enter a natural‑language prompt:

Example prompts:
- Bulk upload workplace locations.
- Upload multiple workplace locations using a template.
- Bulk upload records for workplace locations. Now Assist processes your request, identifies the relevant template based on the selection, and provides it for download.
Download the bulk template.
Enter the required data in the template and save the file.
Upload the updated template when prompted.

Now Assist analyzes the uploaded file and validates the data.
Review the validation results.
If errors are reported, open the provided import link and correct the issues.
If validation is successful, select Process all rows.

Now Assist processes the import and provides access to the import set.
Select Import Set to review the imported records.
Confirm that the updates are reflected.
Select Mark as configured when prompted.

Now Assist confirms the bulk upload is completed with a success message.
Refresh the CBS Configuration Console to verify that the records were created successfully.

Parent Topic:ServiceNow Otto for Core Business Suite (CBS)

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---
title: Bulk upload
description: Upload records in bulk for Core Business Suite business units through the Now Assist conversational experience.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/core-business-suite/manage-bulk-upload-using-na.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [ServiceNow Otto for Core Business Suite \(CBS\), Configure Core Business Suite using Otto, Configure, Core Business Suite]
---

# Bulk upload

Upload records in bulk for Core Business Suite business units through the Now Assist conversational experience.

## Before you begin

Ensure that Now Assist in Virtual Agent is installed. For more information, see .

Role required: admin, sn\_cbs.admin

## Procedure

1.  Navigate to **Admin** &gt; **Admin Home**.

2.  On the Core Business Suite card, select **View product overview**.

3.  In the Configuration insights section, select **Configure**.

    The Configure Core Business Suite page opens in the Configuration Console.

4.  From the navigation menu, select the section to which you want to bulk upload the details:

    -   **Workplace locations** under Workplace Services
    -   **Supplier management**, or **Supplier contacts** under Source-to-Pay
5.  Select **Configure with Now Assist**.

    Now Assist opens the conversational panel, detects the current page context, and invokes the CBS Bulk Upload Agent.

    **Note:** Now Assist guides you through follow‑up questions and requests confirmation before completing the bulk upload.

6.  Select an **Bulk upload** or enter a natural‑language prompt:

    Example prompts:

    -   `Bulk upload workplace locations`.
    -   `Upload multiple workplace locations using a template`.
    -   `Bulk upload records for workplace locations`.
    Now Assist processes your request, identifies the relevant template based on the selection, and provides it for download.

7.  Download the bulk template.

8.  Enter the required data in the template and save the file.

9.  Upload the updated template when prompted.

    Now Assist analyzes the uploaded file and validates the data.

10. Review the validation results.

11. If errors are reported, open the provided import link and correct the issues.

12. If validation is successful, select **Process all rows**.

    Now Assist processes the import and provides access to the import set.

13. Select **Import Set** to review the imported records.

14. Confirm that the updates are reflected.

15. Select **Mark as configured** when prompted.

    Now Assist confirms the bulk upload is completed with a success message.

16. Refresh the CBS Configuration Console to verify that the records were created successfully.


**Parent Topic:**[ServiceNow Otto for Core Business Suite \(CBS\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/core-business-suite/now-assist-cbs.md)