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


---

# Integrating with Service Portfolio Management

# Integrating with Service Portfolio Management {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Integrate Customer Service Management with the Service Portfolio Management (SPM) application. This integration gives customer service managers, customer service agents, and service owners visibility into sold products and their associated service
offerings.  
Using the integration between Customer Service Management and Service Portfolio Management has the following benefits:

* Increase customer service agent productivity: Empower customer service agents to quickly
  view the service offerings and associated definitions for sold products.

* Increase service owner productivity: Empower service owners to quickly identify customers
  subscribed to services.

{#csm-spm-integration__ul_mqq_w53_vlb}  
The Customer Service Management integration with Service Portfolio Management can be used in the following ways.

1. Customer service managers can associate service offerings to product models. For more details, see [Associate services with product models](https://www.servicenow.com/docs/hrYm~3k1mF0HyeV1lEG5HA "Enable customers to select services for products by associating services with product models.")
2. Customer service managers can associate service offerings to sold products. For more details, see [Associate service offerings with sold products](https://www.servicenow.com/docs/KX3b_nBDgUZplZLLEErXgQ "Associate a service offering with a sold product giving customer service agents visibility into sold products and their service offerings.")
3. Service owners can view service offerings and which customers have subscribed to them.
4. Customer service agents can view which service offerings are associated to the sold products affected by an issue. They can also see the service commitments and availability. For more details, see [View sold product information in CSM Configurable Workspace](https://www.servicenow.com/docs/wKSW~X9OEMp_QgCEihVryA "Enable customer service agents or managers to view the sold products and the service offerings associated to the sold product for an account or consumer.")
{#csm-spm-integration__ol_vqz_pvh_xlb}

## Activation information {#csm-spm-integration__section_l4f_scp_qlb}

Activate the following plugin.  
{#csm-spm-integration__table_pxt_tcp_qlb__entry__2}

| Name | Description |
|-|-|
| CSM with Service Portfolio Management (SPM) \[sn_csm_spm\] | Enables integration with the Service Portfolio Management (SPM) application. This integration gives customer service managers, customer service agents, and service owners visibility into sold products and their service offerings. |
[ ]

{#csm-spm-integration__table_pxt_tcp_qlb}

## Roles {#csm-spm-integration__section_dym_scp_qlb}

Ensure that users can perform all the necessary actions by assigning roles.  
{#csm-spm-integration__table_hwj_wcp_qlb__entry__2}

| Role | Description |
|-|-|
| service_editor | Assign this role to customer service managers if they need to update any service offerings they own. |
| portfolio_admin | Assign this role to customer service managers if they need to associate service offerings to a product model. |
[Table 1. Roles required for Service Portfolio Management (SPM) application integration]

{#csm-spm-integration__table_hwj_wcp_qlb}