Reduce setup time and improve data accuracy by importing configuration items (CIs) and CI relationships in a single workflow. Include CI relationships and tags directly in import files to create connected and enriched data in one step. Download predefined import templates for configuration item types and configuration item relationships to standardize data formatting and reduce setup effort.
Where: This change applies to Lightning Experience in Unlimited, Enterprise, and Performance Editions with Agentforce IT Service where Salesforce CMDB & Service Graph is enabled.
Who: To import configuration items, users must have the IT Service Configuration Item Type Manager permission.
Why: Import is a primary onboarding method for CMDB. Supporting relationships and tags in a single import reduces manual effort, minimizes rework, and improves data consistency.
How: From the Salesforce CMDB & Service Graph app, go to CI Imports and Exports under CMDB in Administration. Download the appropriate import template for configuration item types or relationships. Enter your data in the template and upload the file with configuration items, relationships, and tags. Review the import results and check the import status in the Import History tab in CI Imports and Exports list view.