---
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


---

# Integrate with Service Portfolio Management using Guided Setup

# Integrate with Service Portfolio Management using Guided Setup {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Guided Setup to integrate Customer Service Management with the Service Portfolio Management (SPM) application.

## Before you begin

Role required: admin

## About this task

To configure the integration with Service Portfolio Management, use the Customer
Service guided setup. The guided setup takes you through the entire setup and configuration
process.

## Procedure

1. Navigate to AllCustomer ServiceAdministrationGuided Setup.
2. On the Getting Started page of the guided setup, click Get Started
3. In the Integration with Service Portfolio Management (SPM) category, view the list of tasks to configure the feature.  
   {#spm-csm-integration__table_sqn_y5f_nlb__entry__2}

   | Task | Description |
   |-|-|
   | Activate Customer Service Management with Service Portfolio Management | Activate the CSM with Service Portfolio Management (SPM) plugin to use the integration with Service Portfolio Management. |
   | Configure form views | Configure the form layout and related lists for the Sold Product, Case, Account, and Service Offering forms to provide users with the correct visibility into which service offerings are associated to which sold products. |
   | Assign roles | Assign the required roles to customer service managers based on the roles and responsibilities in your organization. |
   [Table 1. Service Portfolio Management configuration tasks]

   {#spm-csm-integration__table_sqn_y5f_nlb}
4. To perform a task, click Configure.  
   This button opens the page in your instance where the configuration is completed.
**Related topics**   

* [Service Portfolio Management](https://www.servicenow.com/docs/access?context=c_ServicePortfolioManagementv2&version=xanadu&pubname=xanadu-it-service-management&ft:locale=en-US)

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