---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Import accounts and contacts with guided setup

# Import accounts and contacts with guided setup {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Use Customer Service Management guided setup to import existing accounts and contacts.

## Antes de Iniciar

Role required: import_admin and sn_crm_foundation_admin

## Por Que e Quando Desempenhar Esta Tarefa

After importing customer account data, you must also [set the account code
system property](https://servicenow-prod.fluidtopics.net/lbGzTqK8wCYq9_YLHcQ~CQ "After importing customer account information, update the com.snc.cs_base.last.generated.code.tree.path property with the correct account code value.").

## Procedimento

1. Navigate to AllCustomer ServiceAdministrationGuided Setup and select Get Started.
2. In the Foundation Data category, select Get Started.
3. Select one of the following:
   * Import Accounts
   * Import Contacts
   {#import-csm-accounts__choices_znc_tyh_rlb}
4. Upload data from an external data source into an import set.
5. Create a transform map.
6. Execute the transform map to transfer the data.
7. Verify that the data records are imported into the target table.