---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Set up your environment

# Set up your environment {#ariaid-title1}

* Release version: Xanadu
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Begin your customer journey by preparing your Customer Service Management environment with data models, customer data, product data, user management, and case management tools to go live.

|-|-|-|
| [Getting startedActivate Customer Service Management, and import your foundation data.](https://servicenow-prod.fluidtopics.net/tBFLTm4yaYYDS6YrGxcVAg "Activate the Customer Service plugin and plan your Customer Service Management implementation by installing additional plugins.") | [Customer dataConfigure customer data, such as accounts, contacts, and consumers.](https://servicenow-prod.fluidtopics.net/A8itBbdsCTRFnZjF_gCiAQ "Customer data for Customer Service Management (CSM) includes information about the customer and accounts.") | [User managementCreate and manage data for internal users, such as managers, agents, and support groups.](https://servicenow-prod.fluidtopics.net/UzEBlYwV14k4qoZtpufnzg "Configure the internal and external users for Customer Service Management to provide the right access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for specific accounts.") |
| [Product dataConfigure product data including product models, sold products, install base items, and installed products.](https://servicenow-prod.fluidtopics.net/EeevIbSoB3vEYcUpCRpQiw "Configure product data for Customer Service Management including product models, sold products, install base items, and installed products.") | [Data modelsCreate and manage data models for Customer Service Management.](https://servicenow-prod.fluidtopics.net/YE6OaH2e8GUWk0P4OMZB3Q "Create structured and flexible data models to represent the need across various industries.") |   |
[ ]

{#set-up-your-environment__table_n2m_gg1_l1c} Figure 1. Set up your environment overview

[Getting started](https://servicenow-prod.fluidtopics.net/tBFLTm4yaYYDS6YrGxcVAg "Activate the Customer Service plugin and plan your Customer Service Management implementation by installing additional plugins.")

:   Start by activating the Customer Service Management plugin and importing your foundation data to establish a solid framework. This approach helps you to plan and install any additional plugins you need, securing a
    well-integrated and effective system for optimal performance. Activate the CSM plugin and foundation data to establish a robust framework. This facilitates efficient plugin planning and installation, promoting a
    well-integrated system.

[Customer data](https://servicenow-prod.fluidtopics.net/A8itBbdsCTRFnZjF_gCiAQ "Customer data for Customer Service Management (CSM) includes information about the customer and accounts.")

:   Configure customer data in Customer Service Management, including details about accounts, contacts, and consumers to promote comprehensive information capture. This setup confirms that all the relevant customer and account information is captured.

[User management](https://servicenow-prod.fluidtopics.net/UzEBlYwV14k4qoZtpufnzg "Configure the internal and external users for Customer Service Management to provide the right access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for specific accounts.")

:   Create and manage user data for internal users such as managers, agents, and support groups, as well as external users. Configure their access to features, capabilities, and case data in Customer Service Management features and case data. This setup helps establish relationships that streamline case management and enhance support roles for accounts, leading to better efficiency and effectiveness in handling
    customer interactions.

[Product data](https://servicenow-prod.fluidtopics.net/EeevIbSoB3vEYcUpCRpQiw "Configure product data for Customer Service Management including product models, sold products, install base items, and installed products.")

:   Configure product data to streamline Customer Service Management including product models, sold products, install base items, and installed products. This setup helps you quickly access relevant details, resolve issues more effectively, and improve overall service
    by providing a clear view of product status and history.

[Data models](https://servicenow-prod.fluidtopics.net/YE6OaH2e8GUWk0P4OMZB3Q "Create structured and flexible data models to represent the need across various industries.")

:   Create and manage structured and flexible data models in Customer Service Management to meet industry needs, with organized data, accurate interactions, and seamless adaptability.