---
sourceDocument: Zurich Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/customer-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure product data

# Configure product data {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure product data including product models, sold products, install base items
and installed products.

## Before you begin

Role required: admin

## About this task

* Product models: A product is a type of good or service that your company sells and supports. Product models identify different types of products, such as service, hardware, software, or consumables.  
  Note:  
  Product models require the Model Management plugin (com.snc.model).
* Sold products: The products and components that have been sold to an account or a consumer.
* Install base items: Items that represent the instances that have been installed or provisioned for a customer.
* Installed products: Provide information on the sold products and how they are deployed or installed. Use installed products to create an association between sold products and install base items.
{#configure-csm-products__ul_qqn_mlk_vlb}

## Procedure

* You can import the following product data using guided setup.  
  * [Import product models with
    guided setup](https://www.servicenow.com/docs/KUhQR9cYtn2U4yXRK~GTfQ "A product is a type of good or service that your company sells and supports. Product models identify different types of products, such as service, hardware, software, or consumables.")
  * [Import sold products with
    guided setup](https://www.servicenow.com/docs/3HF2KhFH5fS_pVE_10yr~g "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.")
  * [Import install base
    items with guided setup](https://www.servicenow.com/docs/Veo2eCP4cS5pUNwCKs2PCQ "Install base items represent the instances of the product that have been configured for a customer.")
  * [Import installed
    products with guided setup](https://www.servicenow.com/docs/vbHTHLqMYc8OzEb7W9Ziqw "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.")
  {#configure-csm-products__ul_tp1_xlk_vlb}
* You can create new product data using the Customer Service Management application.  
  * [Create a product
    model](https://www.servicenow.com/docs/4pX3kY453qZ_k2maH0YSBg "Create a record for a type of product that your company sells and supports.")
  * [Create sold products](https://www.servicenow.com/docs/CR7B3siOImwP1BdYQnHieA "Create a sold product to track the products or services that are sold to an account or consumer.")
  * [Create install base
    items](https://www.servicenow.com/docs/LOcM~aoFKwGNXF2Bm7ThPw "Create an Install base item in the Customer Service Management application that represents the instance of the product that has been configured for a customer. The Install base item enables you to track all the purchases that were made by a customer.")
  * [Create installed
    products](https://www.servicenow.com/docs/_htUKwcCjPgJTxBKExrQkQ "Create an installed product to create an association between sold products and install base items. Installed products provide information on the instances that a sold product is deployed on.")
  {#configure-csm-products__ul_hr3_ksk_vlb}
* You can configure the following relationships and associations after importing or creating product data:  
  * Product models
    * [Associate
      service offerings to product models](https://www.servicenow.com/docs/zqTB__Xh3Jr_P0jZVoJhOw "Enable customers to select services for products by associating services with product models.")
    * [Configure
      product model and catalog item relationships](https://www.servicenow.com/docs/A4to4~JAIjHkwdnBxGf88A "Enable customers to request services for the products that they own. Create definitions for the services that support your products and then configure service definitions to associate them with the appropriate products and catalog items.")
    {#configure-csm-products__ul_ipj_bkh_bmb}
  * Sold products
    * [Associate service offerings with sold products](https://www.servicenow.com/docs/_Prqf4nezsKsSgCzdanPcA "Associate a service offering with a sold product giving customer service agents visibility into sold products and their service offerings.")
    * [Associate sold
      products with contracts](https://www.servicenow.com/docs/zeQtMOmWI65i1jK08gtr1A "Capture complete information on a customer’s install base by associating sold products to contracts.")
    {#configure-csm-products__ul_oht_wkh_bmb}
  {#configure-csm-products__ul_igx_1kh_bmb}
{#configure-csm-products__steps-unordered_ukg_jyh_rlb}