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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Import business organizations with guided setup

# Import business organizations with guided setup {#ariaid-title1}

Release version: Brazil  
Updated September 9, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use Customer Service Management guided setup to import existing business organizations.

## Before you begin

Role required: admin

## About this task

After importing business organization data, you must also [Set the business organization code property](https://www.servicenow.com/docs/bU38lIFWQ_OVXHp0sifp~Q "After importing Business Organizations information, update the com.snc.service_organization.last.generated.code.tree.path property with the correct organization code value.").

## Procedure

1. Navigate to AllCustomer ServiceAdministrationGuided Setup and select Get Started.
2. In the Service Model Foundation category, select Get Started.
3. Select Import Business Organizations.
4. Step1: Upload data from an external data source into an import set by selecting Configure.
   1. Fill in the following fields in the Load Data form.  
      {#import-csm-bo__entry__2}

      | Field | Description |
      |-|-|
      | Import set table | The data is imported into selected table * Create table: A new table is created in the ServiceNow instance and the data is imported to this table. Provide a name for the table in the Name field. * Existing table: Select this option and then select a table in the Import set table drop-down into which you want to import the data. |
      | Source of the import | * File: Select this option to upload a CSV, XLS, or XML file. * Data Source: Select this option and then select the data source type from the Data source drop-down. |
      [Table 1. Load Data form]

   2. Select Submit.
5. Step 2: Create a transform map.
6. Step 3: Execute the transform map to transfer the data from import set table to the target table.
7. Step 4: Verify that the data records are imported into the target table.  

*[\>]: and then