Import accounts and contacts with guided setup

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use Customer Service Management guided setup to import existing accounts and contacts.

    Before you begin

    Role required: import_admin, sn_crm_foundation_admin, and csm_guided_setup_user

    About this task

    After importing customer account data, you must also set the account code system property.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started.
    2. In the Foundation Data category, select Get Started.
    3. Select one of the following:
      • Import Accounts
      • Import Contacts
    4. Upload data from an external data source into an import set.
    5. Create a transform map.
    6. Execute the transform map to transfer the data.
    7. Verify that the data records are imported into the target table.