Setting up CSM integration with IT Service Management

concept brazil Updated Sep 10, 2026 2 min read setting-up-csm-integration-with-itsm.md
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Integrate Customer Service Management with IT Service Management that includes the Request, Incident, Problem, and Change Management applications. With this integration, users can create request, incident, problem, and change records from customer service cases. External users can view these records from the Customer and Consumer Service Portals.

Task

Description

Integrate with IT Service Management using Guided Setup

Use the Guided Setup to integrate CSM with IT Service Management.

Install Customer Service Management with Service Management

Activate the CSM with Service Management plugin (com.sn_cs_sm) to enable the integration the following applications:

  • Incident Management
  • Problem Management
  • Change Management

Install Customer Service Management with Request Management

Activate the CSM with Request Management plugin (com.sn_cs_sm_request) to use the integration with the Request Management application.

Assigning CSM/ITSM integration roles

Assign the required roles to the customer service agents and managers who will be creating the request, incident, problem, and change records from customer service cases.

Enable external customers to access problem, change, and request records

Assign access controls (ACLs) to the external user roles to provide visibility to case-related request, problem, and change records from the Customer and Consumer Service Portals.

Enable external customers to create requests

Assign roles to external customers which enable them to create requests.

Enable external customers to approve requests and changes

Enable external customers to approve changes and requests:- Add external users to approval groups or assign roles for approval users.

  • Add the necessary ACLs to the snc_external role for the following table:
    • Change Request (change_request)
    • Request (sc_request)
    • Request Item (sc_req_item)

Enable the Create Request UI action for case types

Enable the Create Request UI action for case type tables that extend the Case [sn_customerservice_case] table.

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