Import consumers through guided setup
task australia Updated Sep 10, 2026 1 min read import-csm-consumers.md
Use Customer Service Management guided setup to import existing consumers.
Before you begin
Role required: import_admin, sn_crm_foundation_admin, and csm_guided_setup_user
About this task
Consumers can have multiple addresses, one of which is the primary address.
Procedure
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Navigate to All > Customer Service > Administration > Guided Setup and select Get Started
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In the Foundation Data category, select Get Started and then select Import Consumers (B2C).
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Upload data from an external data source into an import set.
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Create a transform map.
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Execute the transform map to transfer the data.
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Verify that the data records are imported into the target table.
40 lines · 1.2 KB
--- title: Import consumers through guided setup description: Use Customer Service Management guided setup to import existing consumers. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/import-csm-consumers.html release: australia topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Configure consumers, Customer data, Set up your environment, Configure, Customer Service Management] --- # Import consumers through guided setup Use Customer Service Management guided setup to import existing consumers. ## Before you begin Role required: import\_admin, sn\_crm\_foundation\_admin, and csm\_guided\_setup\_user ## About this task Consumers can have multiple addresses, one of which is the primary address. ## Procedure 1. Navigate to **All** > **Customer Service** > **Administration** > **Guided Setup** and select **Get Started** 2. In the Foundation Data category, select **Get Started** and then select **Import Consumers \(B2C\)**. 3. Upload data from an external data source into an import set. 4. Create a transform map. 5. Execute the transform map to transfer the data. 6. Verify that the data records are imported into the target table.
| title | Import consumers through guided setup |
| description | Use Customer Service Management guided setup to import existing consumers. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/import-csm-consumers.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure consumersCustomer dataSet up your environmentConfigureCustomer Service Management |