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Integrating with Service Portfolio Management › Integrate › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Activate Customer Service Management with Service Portfolio Management

Activate the CSM with Service Portfolio Management (SPM) plugin to use the integration with Service Portfolio Management.

Before you begin

Consider using guided setup to complete the Service Portfolio Management configuration. For more information, see Integrate with Service Portfolio Management using Guided Setup.

Note: Check your entitlements to determine whether you have access to the integration with Service Portfolio Management and the CSM with Service Portfolio Management (SPM) plugin (sn_csm_spm).

Role required: admin

Procedure

  1. Navigate to System Definition > Plugins.

  2. Search for the sn_csm_spm plugin.

  3. Select Activate.