---
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


---

# Set up your environment

# Set up your environment {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Begin your customer journey by preparing your Customer Service Management environment with data models, customer data, product data, user management, and case management tools to go live.

|-|-|-|
| [Getting startedActivate Customer Service Management, and import your foundation data.](https://www.servicenow.com/docs/MN1o_3tpc~osOQW6uF6yNQ "Activate the Case Management Core plugin and plan your Customer Service Management implementation by installing additional plugins.") | [Customer dataConfigure customer data, such as accounts, contacts, and consumers.](https://www.servicenow.com/docs/bZkY9goylfjTZ2gupUfNMA "Customer data for Customer Service Management (CSM) consists of information about people who aren’t part of your organization, including accounts, contacts, consumers, and households.") | [User managementCreate and manage data for internal users, such as managers, agents, and support groups.](https://www.servicenow.com/docs/S_QIA5JO1vjq_Xi8OVIL8Q "Configure the internal and external users for Customer Service Management to provide the correct access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for specific accounts.") |
| [Product dataConfigure product data including product models, sold products, install base items, and installed products.](https://www.servicenow.com/docs/zTnmjoY6W1FIcfb_42FYQg "Configure product data for Customer Service Management including product models, sold products, install base items, and installed products.") | [Data modelsCreate and manage data models for Customer Service Management.](https://www.servicenow.com/docs/d5M85kipcFwOf9CzNQuzLQ "Understand how Customer Service Management (CSM) structures customer, account, and service data as reusable models. These models define your customers, their assets, and service organizations. They form the common data foundation for CSM case management and connected applications.") |   |
[ ]

{#set-up-your-environment__table_n2m_gg1_l1c} Figure 1. Set up environment overview

[Getting started](https://www.servicenow.com/docs/MN1o_3tpc~osOQW6uF6yNQ "Activate the Case Management Core plugin and plan your Customer Service Management implementation by installing additional plugins.")

:   Start by activating the Customer Service Management plugin and importing your foundation data to establish a solid framework. This approach helps you to plan and install any additional plugins you need, securing a
    well-integrated and effective system for optimal performance. Activate the CSM plugin and foundation data to establish a robust framework. It facilitates efficient plugin planning and installation, confirming a well-integrated
    system.

[Customer data](https://www.servicenow.com/docs/bZkY9goylfjTZ2gupUfNMA "Customer data for Customer Service Management (CSM) consists of information about people who aren’t part of your organization, including accounts, contacts, consumers, and households.")

:   Configure customer data in Customer Service Management, including details about accounts, contacts, and consumers to confirm comprehensive information capture. This setup confirms that all the relevant customer and account information is captured.

[User management](https://www.servicenow.com/docs/S_QIA5JO1vjq_Xi8OVIL8Q "Configure the internal and external users for Customer Service Management to provide the correct access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for specific accounts.")

:   Create and manage user data for internal users such as managers, agents, and support groups, as well as external users. Configure their access to features, capabilities, and case data in Customer Service Management features and case data. This setup helps establish relationships that streamline case management and enhance support roles for accounts, leading to better efficiency and effectiveness in handling
    customer interactions.

[Product data](https://www.servicenow.com/docs/zTnmjoY6W1FIcfb_42FYQg "Configure product data for Customer Service Management including product models, sold products, install base items, and installed products.")

:   Configure product data to streamline Customer Service Management including product models, sold products, install base items, and installed products. This setup helps you quickly access relevant details, resolve issues more effectively, and improve overall service
    by providing a clear view of product status and history.

[Data models](https://www.servicenow.com/docs/d5M85kipcFwOf9CzNQuzLQ "Understand how Customer Service Management (CSM) structures customer, account, and service data as reusable models. These models define your customers, their assets, and service organizations. They form the common data foundation for CSM case management and connected applications.")

:   Create and manage structured and flexible data models in Customer Service Management to meet industry needs, with organized data, accurate interactions, and seamless adaptability.