Import sold products with guided setup

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

    • Sold products are products and components that have been sold to an account or a consumer. Use guided setup to import sold products so that you can track the products or services sold to an account or consumer.

    Before you begin

    Role required: csm_guided_setup_user or admin

    About this task

    This provides an overview of the complete product sold to an account or consumer. A sold product can have child and parent sold items in a hierarchical structure.

    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 Sold 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.