Import sold products with guided setup
Sold products are products and components that have been sold to an account or a consumer. Use guided setup to import sold products so that you can track the products or services sold to an account or consumer.
Before you begin
Role required: csm_guided_setup_user or admin
About this task
This provides an overview of the complete product sold to an account or consumer. A sold product can have child and parent sold items in a hierarchical structure.
Procedure
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Navigate to All > Customer Service > Administration > Guided Setup and click Get Started.
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In the Foundation Data category, click Get Started and then click Import Sold Products.
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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.
--- title: Import sold products with guided setup description: Sold products are products and components that have been sold to an account or a consumer. Use guided setup to import sold products so that you can track the products or services sold to an account or consumer. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/import-csm-sold-products.html release: australia topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Sold products, Configure install base, Configure product data, Product data, Set up your environment, Configure, Customer Service Management] --- # Import sold products with guided setup Sold products are products and components that have been sold to an account or a consumer. Use guided setup to import sold products so that you can track the products or services sold to an account or consumer. ## Before you begin Role required: csm\_guided\_setup\_user or admin ## About this task This provides an overview of the complete product sold to an account or consumer. A sold product can have child and parent sold items in a hierarchical structure. ## Procedure 1. Navigate to **All** > **Customer Service** > **Administration** > **Guided Setup** and click **Get Started**. 2. In the Foundation Data category, click **Get Started** and then click **Import Sold Products**. 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 sold products with guided setup |
| description | Sold products are products and components that have been sold to an account or a consumer. Use guided setup to import sold products so that you can track the products or services sold to an account or consumer. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/import-csm-sold-products.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Sold productsConfigure install baseConfigure product dataProduct dataSet up your environmentConfigureCustomer Service Management |