---
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 install base items with guided setup

# Import install base items with guided setup {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Install base items represent the instances of the product that have been configured
for a customer.

## Before you begin

Role required: csm_guided_setup_user or admin

## About this task

Each install base item references the configuration item record for the customer.

## Procedure

1. Navigate to AllCustomer ServiceAdministrationGuided Setup and select Get Started.
2. In the Foundation Data category, select Get Started and then select Import Install Base Items.
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.
{#import-csm-install-base-items__steps_egt_nbv_flb}

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