Import installed products with guided setup

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

    • Installed products provide information on the sold products and how they are deployed or installed. Import installed products to create an association between sold products and install base items.

    Before you begin

    Role required: csm_guided_setup_user or admin

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and click Get Started.
    2. In the Foundation Data category, click Get Started and then click Import Installed Products.
    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.