Import consumers through guided setup

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

    • Use Customer Service Management guided setup to import existing consumers.

    Before you begin

    Role required: import_admin, sn_crm_foundation_admin, and csm_guided_setup_user

    About this task

    Consumers can have multiple addresses, one of which is the primary address.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started
    2. In the Foundation Data category, select Get Started and then select Import Consumers (B2C).
    3. Upload data from an external data source into an import set.
    4. Create a transform map.
    5. Execute the transform map to transfer the data.
    6. Verify that the data records are imported into the target table.