---
title: Recommended actions available with account onboarding
description: Use the predefined recommended actions that are available with the base system during the account onboarding process.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-oob-rec.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Account onboarding, Use, Customer Success Management]
---

# Recommended actions available with account onboarding

Use the predefined recommended actions that are available with the base system during the account onboarding process.

Recommended actions are available for the following account onboarding tasks:

-   Install Service Exchange for Consumer.
-   Service Exchange Consumer Registration & Configuration.
-   Data import recommended actions.

## Install Service Exchange for Consumer

The following recommendations are available:

-   This recommendation guides you through the Service Exchange installation process. To view the instructions:
    -   Open the record for this task.
    -   Select the **Related Knowledge** tab and select the link to view the Knowledge Base article.
-   Troubleshoot Service Exchange Failed Setup: This is a Guided Decision Tree that can assist you in troubleshooting issues that have occurred while setting up Service Exchange. Answer the queries and select **Next** to continue with the troubleshooting process.
    -   Select **Yes** to indicate that you're facing issues onboarding a consumer.
    -   Select the error message that appears from the drop down list.
    -   Specify whether your Service Exchange version is 1.0.4 or later. If you select **No**, the troubleshooting process ends and you must contact customer support for assistance. If you select **Yes**, you will see further information on how to troubleshoot the issue.
-   Assigned to Field Recommendation: Select **Assign** to assign the recommended user and auto-populate the Assigned to field in the Service Exchange installation task.
-   Contact Recommendation: Select **Assign** to assign the recommended contact and auto-populate the Contact field in the Service Exchange installation task.

Depending on your selection, you will see instructions on how to resolve the issue. Select the Knowledge Base article to view additional information about the error. After the error has been resolved, select **End Troubleshooting**.

## Service Exchange consumer registration & configuration

The following recommendations are available:

-   Register a Consumer: This recommendation provides instructions on how a consumer can register with a Service Exchange provider during the account onboarding process.
    -   Select **Start Registration**.
    -   Specify the Account Name \(the consumer\) being registered, and the customer contact.
    -   Enter the URL for the consumer's ServiceNow instance.
    -   Select **Register**. The consumer record is created in the registration table and the registration process is initiated. The registration process is seamless without any interruption to the account onboarding process.
-   Troubleshoot Service Exchange Failed Setup: This is a Guided Decision Tree that can assist you in troubleshooting issues that have occurred while setting up Service Exchange. Answer the queries and select **Next** to continue with the troubleshooting process.

    -   Select **Yes** to indicate that you're facing issues onboarding a consumer.
    -   Select the error message that appears from the drop down list.
    -   Specify whether your Service Exchange version is 1.0.4 or later. If you select **No**, the troubleshooting process ends and you must contact customer support for assistance. If you select **Yes**, you will see further information on how to troubleshoot the issue.
    The following image shows the recommended actions and troubleshooting tips for the Service Exchange Consumer Registration & Configuration task. To initiate the registration process, select **Start Registration** and follow the guided flow to register the consumer.

    \[Omitted image "account-lifecycle-rec-action.png"\] Alt text: Account onboarding recommended action

-   Assigned to Field Recommendation: Select **Assign** to assign the recommended user and auto-populate the Assigned to field in the Service Exchange Consumer Registration & Configuration task.

Depending on your selection, you will see instructions on how to resolve the issue. Select the Knowledge Base article to view additional information about the error. After the error has been resolved, select **End Troubleshooting**.

## Data import recommended actions

The following recommended actions are available for the data import task:

-   Data Import Task Guide: Provides step by step instructions on how to import and validate data.
-   Assigned to Field Recommendation: Select **Assign** to assign the recommended user and auto-populate the Assigned to field in the Data Import task.
-   Troubleshoot Data Import Failure: This is a Guided Decision Tree that can assist you in troubleshooting the data import process. Answer the queries and select **Next** to continue with the troubleshooting process.
    -   Select **Yes** to indicate that you're facing issues while importing data.
    -   Select the issue from the drop down list.

Depending on your selection, you will see instructions on how to resolve the issue. After the error has been resolved, select **End Troubleshooting**.

**Parent Topic:**[Account onboarding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use.md)