---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Set up CPQ

# Set up ServiceNow CPQ using guided setup {#ariaid-title1}

Release version: Australia  
Updated May 14, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The guided setup organizes the configuration activities into modules and tracks completion as each activity is completed.

## Before you begin

Role required: admin

Complete the prerequisites. For more information, see [Prerequisites for setting up ServiceNow CPQ](https://www.servicenow.com/docs/_syxvCWiR7pqtnXPXM0f2Q "Verify that you have completed the prerequisites before setting up the Configurator.").

## About this task

Configure the ServiceNow CPQ Configurator in a logical sequence and track your progress from a single. This guided setup assists you with the basic configuration that is required to start using the Configurator.  
Note:  
* You can move to the next module or an activity within a module only after completing the previous step.
* When you edit a completed module or activity, all subsequent activities and modules are marked as incomplete even if previously finished. Their configuration now depends on the updated settings. You're required to complete the subsequent modules or activities again.
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## Procedure

1. Navigate to the guided setup using either of the following ways.
   * For either a new configuration or to reconfigure navigate to AllCPQ IntegrationStart guided setup.  
     Important:  
     If you have already set up the Configurator using the guided setup and want to reconfigure, access the guided setup only through the navigation AllCPQ IntegrationStart guided setup.
   * To configure for the first time, you can alternatively navigate to AllSystem ApplicationsAll Available ApplicationsAllCPQ IntegrationGet startedConfigure.
   {#configure-cpq-using-guided-setup__choices_kcd_11d_jkc}
2. Select the Prerequisites module and ensure the tasks are completed.
3. Certificate setup module tasks is configured automatically.
4. Complete the ServiceNow CPQ Connection Setup module.
   1. Enter the ServiceNow CPQ tenant URL that was shared with you when your ServiceNow CPQ instance was provisioned.
   2. Generate Admin API key in CPQ Administrator, and add the key in the guided setup; the system updates the HTTPS connection record automatically.  
      Consider the following points while generating the Admin API key.  
      * Enter the same value for both Name and User ID fields.
      * Select Admin for the Permissions field.
      {#configure-cpq-using-guided-setup__ul_rzn_x5c_jkc}

   {#configure-cpq-using-guided-setup__substeps_zjx_yzs_3kc}  
   Warning:  
   The admin API key generated in the tenant displays only once. Copy the key immediately. The key can't be retrieved later.
5. In the Setup Confirmation section execute the steps.
6. Select Confirm end-to-end flow works check-box after you have verified that the Configurator works as expected.  
   Important:  
   If the Configurator is not working as expected during workflow verification, don't select the Confirm end-to-end flow works check-box. Contact your administrator for assistance.
**Related concepts**   

* [Using the ServiceNow CPQ Configurator](https://www.servicenow.com/docs/sPTVS9Ka9WwpSqAiKRXuRA "Agents and customers use the Configurator to customize configurable products in Sales Customer Relationship Management transactions such as opportunities, quotes, and orders.")

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