Import equipment model data from an Excel spreadsheet

task australia Updated Sep 10, 2026 1 min read import-equipment-model-data-using-data-source-and-scheduled-import.md

After you enter the equipment model data into your Microsoft Excel spreadsheet, import it into the ServiceNow AI Platform by using the data source and scheduled import.

Before you begin

Before you perform this process, you must prepare a Microsoft Excel spreadsheet for import. To learn more, see Populating your Microsoft Excel spreadsheet with equipment model data.

Role required: admin or cmdb_inst_admin

About this task

By running this process, you create unique Equipment Model Entity CI class records in the Configuration Management Database (CMDB) for the equipment model records that are included in your spreadsheet.

Procedure

Navigate to All > Equipment Model - ISA > Import Equip. Model - Data Source.
In the SG Equipment Model data source record, attach the Microsoft Excel spreadsheet that you created:
1. Select Manage Attachments.
2. In the Attachments dialog box, select Choose File.
3. Select the Microsoft Excel spreadsheet that you created, and then close the Attachments dialog box.
4. After attaching the spreadsheet, select the Load All Records related link to load all records from the spreadsheet to the import table. When the operation is complete, you should see the following confirmation message with the Success completion code if the data is loaded without any errors.[Omitted image "load-records-success.png"] Alt text: Confirmation message that says State Complete and Completion Code Success if the record loading completed without any errors.
5. In the confirmation message, select the Run Robust Transform related link.
6. Select Transform. If the import is successful, you should see the following confirmation message with the Success completion code.[Omitted image "run-rte-success.png"] Alt text: Confirmation message that says State Complete and Completion Code Success if the import is completed without any errors.

Parent Topic:Importing equipment model data

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---
title: Import equipment model data from an Excel spreadsheet
description: After you enter the equipment model data into your Microsoft Excel spreadsheet, import it into the ServiceNow AI Platform by using the data source and scheduled import.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/operational-technology/industrial-process-manager/import-equipment-model-data-using-data-source-and-scheduled-import.html
release: australia
product: Industrial Process Manager
classification: industrial-process-manager
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Importing equipment model data, Configure the Industrial Process Manager, Industrial Process Manager, Operational Technology]
---

# Import equipment model data from an Excel spreadsheet

After you enter the equipment model data into your Microsoft Excel spreadsheet, import it into the ServiceNow AI Platform by using the data source and scheduled import.

## Before you begin

Before you perform this process, you must prepare a Microsoft Excel spreadsheet for import. To learn more, see [Populating your Microsoft Excel spreadsheet with equipment model data](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/industrial-process-manager/populate-excel-spreadsheet-with-isa-equipment-model-data.md).

Role required: admin or cmdb\_inst\_admin

## About this task

By running this process, you create unique Equipment Model Entity CI class records in the Configuration Management Database \(CMDB\) for the equipment model records that are included in your spreadsheet.

## Procedure

1.  Navigate to **All** &gt; **Equipment Model - ISA** &gt; **Import Equip. Model - Data Source**.

2.  In the **SG Equipment Model** data source record, attach the Microsoft Excel spreadsheet that you created:

    1.  Select **Manage Attachments**.
    2.  In the Attachments dialog box, select **Choose File**.
    3.  Select the Microsoft Excel spreadsheet that you created, and then close the Attachments dialog box.
    4.  After attaching the spreadsheet, select the **Load All Records** related link to load all records from the spreadsheet to the import table. When the operation is complete, you should see the following confirmation message with the **Success** completion code if the data is loaded without any errors.\[Omitted image "load-records-success.png"\] Alt text: Confirmation message that says State Complete and Completion Code Success if the record loading completed without any errors.
    5.  In the confirmation message, select the **Run Robust Transform** related link.
    6.  Select **Transform**. If the import is successful, you should see the following confirmation message with the **Success** completion code.\[Omitted image "run-rte-success.png"\] Alt text: Confirmation message that says State Complete and Completion Code Success if the import is completed without any errors.

**Parent Topic:**[Importing equipment model data](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/industrial-process-manager/importing-isa95-equipment-model-etl.md)