---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure using guided setup

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

Release version: Australia  
Updated March 12, 2026  
![](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: csm_guided_setup_user or 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, select 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. Configuration provides users with information regarding which service offerings are associated with each sold product. |
   | Assign roles | Assign the required roles to customer service managers based on your organization's existing roles and responsibilities. |
   [Table 1. Service Portfolio Management configuration tasks]

   {#spm-csm-integration__table_sqn_y5f_nlb}
4. To perform a task, select 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=australia&pubname=australia-it-service-management&ft:locale=en-US)

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