Import accounts and contacts with guided setup

---
title: Import accounts and contacts with guided setup
description: Use Customer Service Management guided setup to import existing accounts and contacts.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/import-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]
---

# Import accounts and contacts with guided setup

Use Customer Service Management guided setup to import existing accounts and contacts.

## Before you begin

Role required: import\_admin, sn\_crm\_foundation\_admin, and csm\_guided\_setup\_user

## About this task

After importing customer account data, you must also [set the account code system property](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/set-csm-account-code-property.md).

## Procedure

1.  Navigate to **All** > **Customer Service** > **Administration** > **Guided Setup** and select **Get Started**.

2.  In the Foundation Data category, select **Get Started**.

3.  Select one of the following:

    -   **Import Accounts**
    -   **Import Contacts**
4.  Upload data from an external data source into an import set.

5.  Create a transform map.

6.  Execute the transform map to transfer the data.

7.  Verify that the data records are imported into the target table.