Getting started with Customer Service Management

concept brazil Updated Sep 10, 2026 1 min read data-management.md

Activate the Case Management Core plugin and plan your Customer Service Management implementation by installing additional plugins.

Task	Description
Activate Customer Service Management	As an admin, activate the Case Management Core plugin (com.sn_customerservice). This plugin includes demo data and activate related plugins.
Customer Service properties	Customize settings for several different features, including email communication, asset contact relationships, and the Consumer Service Portal.
Configure foundation data	Import customer information including names, addresses, and phone numbers; accounts, contacts, consumers, users, groups, group members, product models, and assets.Assign roles to groups or to individual users. Create service contracts and entitlements. Create customer relationships, asset relationships, and account teams.

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---
title: Getting started with Customer Service Management
description: Activate the Case Management Core plugin and plan your Customer Service Management implementation by installing additional plugins.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/data-management.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Set up your environment, Configure, Customer Service Management]
---

# Getting started with Customer Service Management

Activate the Case Management Core plugin and plan your Customer Service Management implementation by installing additional plugins.

<table id="table_h5y_mp5_41c"><thead><tr><th>

Task

</th><th>

Description

</th></tr></thead><tbody><tr><td>

[Activate Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/t_ActivateCustomerService.md)

</td><td>

As an admin, activate the Case Management Core plugin \(com.sn\_customerservice\). This plugin includes demo data and activate related plugins.

</td></tr><tr><td>

[Customer Service properties](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/configure-csm-properties.md)

</td><td>

Customize settings for several different features, including email communication, asset contact relationships, and the Consumer Service Portal.

</td></tr><tr><td>

[Configure foundation data](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/configure-csm-foundation-data.md)

</td><td>

Import customer information including names, addresses, and phone numbers; accounts, contacts, consumers, users, groups, group members, product models, and assets.Assign roles to groups or to individual users. Create service contracts and entitlements. Create customer relationships, asset relationships, and account teams.

</td></tr></tbody>
</table>