Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Sharing surveys

You can export a survey and then import it to a different ServiceNow instance.

Note: Update sets are available in the Helsinki release and should be used to move data from one instance to another. For information about update sets, see System update sets.

The system exports a single XML file that contains a survey definition [asmt_metric_type] and the associated records, including the following.

  • Assessment Metric Template [asmt_template]
  • Assessment Template Definition [asmt_template_definition]
  • Metric definitions [asmt_metric_definition] (survey question answer options)
  • Scheduled Jobs associated with the Survey [sys_trigger]
  • Survey categories [asmt_metric_category]
  • Survey questions [asmt_metric]
  • Survey users [asmt_m2m_category_user]
  • Trigger Condition [asmt_condition]

  • Export a survey
    You can export a survey and then import it to another instance.

  • Import a survey
    You can import a survey that has been exported as an XML file. The exported XML file does not contain result data.
  • Use update sets for surveys and assessments
    Use an update set to capture changes to surveys and assessments.

Parent Topic:Survey distribution

Related topics

Email notifications for surveys

Send survey invitations to users

Define a recipients list for surveys

Add a recipients list to a survey

Embed a survey within the Outlook email client

Enable localization for a survey

Survey URLs

Create a survey module

Configure a survey in the Connect chat support