ServiceNow Data Migration Checklist
Welcome to the comprehensive guide for navigating the ServiceNow Data migration checklist. As organizations increasingly transfer to ServiceNow for enhanced efficiency and streamlined operations, ensuring a smooth and seamless data migration is paramount. The ServiceNow Data migration checklist serves as your roadmap, outlining essential steps and considerations to facilitate a successful import of your data assets.
What data can Migration Wizard import to ServiceNow
| Entity | Related data |
| Incidents | attachments, public and private notes, tags, custom fields, created-at and closed-at dates |
| Contacts | - |
| Organizations | - |
| Agents | - |
| Groups | - |
| Articles | knowledge bases, categories, attachments, tags, and inline images |
| Problems | public and private notes, custom fields, analysis cause, analysis impact, analysis symptoms, due dates, created-at dates, attachments |
| Changes | public and private notes, custom fields, planning reasons, planning impacts, planning rollouts, planning backout, planned start dates, planned end dates, created-at dates, attachments |
| Tasks | attachments, custom fields, private and public notes |
| Requests | public and private notes, inline images, tags, custom fields, created-at comments, comment authors, created-at, updated-at, and closed-at dates |
Migration Wizard can’t shift the following items:
- ticket inline images
- CC recipients in tickets
- updated-at-dates of tickets
- custom fields for organization and contacts
- note attachments for problems and changes
- macros, triggers, automation settings
- change inline images
- other settings
Comments' created-at dates and comment authors will migrate within the comment body.
The updated-at dates of changes and problems will be transferred as the dates of data migration.
Pre-migration to-do list
To ensure a successful ServiceNow data migration, go through these preparation steps.
Create a data migration strategy
Prepare for your data migration in advance by going through the following basic steps:
| Step | Details | Status |
| Plan a data migration | Create a clear plan that outlines the migration's scope, including timelines, roles, and dependencies. | |
| Backup and audit data | Make a complete backup of the source data and clean up duplicates or other unnecessary records. | |
| Choose a migration method | Select a migration method that best suits your needs, such:
|
Go through the Pre-migration Settings
For a smooth ServiceNow data transfer, follow these guidelines:
| Step | Details | Status |
| Activate the Help Desk Migration app | Go to the ServiceNow instance → System Settings → Developer → Application → Help Desk Migration → change Update Set to [Default] Help Desk Migration. | |
| Set up a security_admin role | Open User menu → Elevate Roles → security_role → OK. | |
| Enable “can create” permissions | Go to System Definition → Tables → lable_entry → Access Controls → New → ‘Create’ → ‘Table’ → Submit → ‘Table key’ → Submit. | |
| Create custom fields | Navigate to any form → Configure → Form Layout → Create new field → fill in Name, Type, and Field length → Add → place the field in the desired location → Save. | |
| Set up user profiles | Go to All → User Administration → Users → New → fill in the fields → Submit. | |
| Create groups | Navigate to All → User Administration → Groups → New → fill in the fields → click the lock icon → press the lookup icon → select the [application] type → Save. |
Set up a Free Demo Migration
Begin your hassle-free data migration by initiating a Demo Migration. It helps you to test all available migration settings before the actual data transfer. Feel free to redo your Demo as many times as necessary to get everything just right.
Here's an easy guide to kickstart your ServiceNow data migration:
| Step | Details | Status |
| Sign up for Migration Wizard | Create a Migration Wizard account with Google, Microsoft, or your work email. If you opt for the work email, confirm it by following the instructions sent to your email. | |
| Connect your source and target platforms | Fill in the access credentials to connect your source and target platforms. ServiceNow requires a URL, username, and password. | |
| Choose what data to transfer | Select what source record to import to ServiceNow. | |
| Match groups | Map groups between the Source and ServiceNow. Then, pick a default group for unassigned, deleted, and inactive groups. | |
| Match users (admins) | Match users between Source and ServiceNow. Then, select a default user for unassigned, deleted, and inactive agents. | |
| Map tickets | Map default and custom fields. System fields are automatically mapped. | |
| Map articles | Map article statuses between your Source and ServiceNow accounts. | |
| Choose automated options | Select from the following options:
| |
| Start a Free Demo | Click Continue to begin a Demo Migration. |
What to do after the Demo data migration
After finishing your Free Demo to ServiceNow, follow these steps.
| Step | Details | Status |
| Verify the migrated data | Check the reports for migrated, failed, and skipped records. Verify each by comparing IDs on the Source platform and ServiceNow:
| |
| Manage suspend Demo* | If your Free Demo is paused, stay calm. Let our support team help you resolve it. Make sure you grant access to your ServiceNow data migration project for a speedy solution. | |
| Choose a support plan | Select a suitable support package that suits your data transfer requirements. | |
| Pay for your data migration | Check out the price breakdown of the Full Migration cost. When you're prepared, enter your billing details and click 'Submit order' to complete the payment. | |
| Grant access to your team | Share access to your ServiceNow data transfer with your teammates, full or restricted. |
Start the Full Data Migration
The Migration Wizard moves each record individually. The time it takes depends on how many entities you have, ranging from 20 minutes to a few days.
| Step | Details | Status |
| Confirm your payment | Once your payment is confirmed, you can start your Full Data Migration. | |
| Increase the API limit to speed up your migration | The higher API limits, the faster will be your migration. Request your source and target vendors to increase your API limits before you jump into the Full Data Migration. Also, let us know about this change in advance. | |
| Check the Important Migration Notes | Take a look at the left sidebar and verify you’ve completed all required steps. | |
| Start your Full Data Migration | Click Start Full data migration or schedule it for any convenient time. | |
| Verify the migrated data | Like in a Free Demo, review the reports for migrated, failed, and skipped data. Confirm each record by comparing IDs on the Source platform and ServiceNow. |