Create customer accounts

task australia Updated Sep 10, 2026 1 min read import-create-csm-accounts.md

An account is a supported external customer. Use the Customer Service Management application to create account records.

Before you begin

Role required: One of the following roles:

sn_crm_account_data_manager
sn_crm_account_relationship_data_manager
sn_crm_foundation_data_manager
sn_crm_foundation_admin
sn_customerservice_manager
admin

About this task

There are two types of accounts: customer accounts and partner accounts. The Customer and Partner fields on the Account form denote the account type. An account can be a customer account, a partner account, or both.

A partner is a supported external customer that sells to and supports other customers. A partner can report and manage cases on behalf of customers. A partner can also be a customer.

Procedure

Navigate to All > Customer Service > Customer and select one of the following actions:
- To create a customer account, select Accounts.
- To create a partner account, select Partners.
Select New and fill in the fields on the Account form.

When a new customer account record is created, the system uses the com.snc.cs_base.last.generated.code.tree.path system property to determine a unique account code value for the account. The property is updated with the latest value to confirm the next account record receives a unique account code.

Note: If the property is reset to its original value, the system might attempt to create accounts using already assigned account codes, which can result in an invalid insert.
Select Submit.

49 lines · 2.3 KB Wrap lines

---
title: Create customer accounts
description: An account is a supported external customer. Use the Customer Service Management application to create account records.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/import-create-csm-accounts.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure accounts and contacts, Customer data, Set up your environment, Configure, Customer Service Management]
---

# Create customer accounts

An account is a supported external customer. Use the Customer Service Management application to create account records.

## Before you begin

Role required: One of the following roles:

- sn\_crm\_account\_data\_manager
- sn\_crm\_account\_relationship\_data\_manager
- sn\_crm\_foundation\_data\_manager
- sn\_crm\_foundation\_admin
- sn\_customerservice\_manager
- admin

## About this task

There are two types of accounts: customer accounts and partner accounts. The **Customer** and **Partner** fields on the Account form denote the account type. An account can be a customer account, a partner account, or both.

A partner is a supported external customer that sells to and supports other customers. A partner can report and manage cases on behalf of customers. A partner can also be a customer.

## Procedure

1. Navigate to **All** &gt; **Customer Service** &gt; **Customer** and select one of the following actions:

- To create a customer account, select **Accounts**.
- To create a partner account, select **Partners**.
2. Select **New** and fill in the fields on the [Account form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-service-account-form.md).

When a new customer account record is created, the system uses the **com.snc.cs\_base.last.generated.code.tree.path** system property to determine a unique account code value for the account. The property is updated with the latest value to confirm the next account record receives a unique account code.

**Note:** If the property is reset to its original value, the system might attempt to create accounts using already assigned account codes, which can result in an invalid insert.

3. Select **Submit**.