Import install base items with guided setup
task brazil Updated Sep 10, 2026 1 min read import-csm-install-base-items.md
Install base items represent the instances of the product that have been configured for a customer.
Before you begin
Role required: csm_guided_setup_user or admin
About this task
Each install base item references the configuration item record for the customer.
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 Install Base Items.
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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 · 1.3 KB
--- title: Import install base items with guided setup description: Install base items represent the instances of the product that have been configured for a customer. locale: en-US canonical_url: https://www.servicenow.com/docs/r/customer-service-management/import-csm-install-base-items.html release: brazil topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Install base items, Configure install base, Configure product data, Product data, Set up your environment, Configure, Customer Service Management] --- # Import install base items with guided setup Install base items represent the instances of the product that have been configured for a customer. ## Before you begin Role required: csm\_guided\_setup\_user or admin ## About this task Each install base item references the configuration item record for the customer. ## 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 Install Base Items**. 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 install base items with guided setup |
| description | Install base items represent the instances of the product that have been configured for a customer. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/import-csm-install-base-items.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Install base itemsConfigure install baseConfigure product dataProduct dataSet up your environmentConfigureCustomer Service Management |