---
title: Set up CPQ using guided setup
description: The guided setup organizes the configuration activities into modules and tracks completion as each activity is completed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/configure-cpq-using-guided-setup.html
release: australia
topic_type: task
last_updated: "2026-05-14"
reading_time_minutes: 2
breadcrumb: [With guided setup, Set up CPQ Configurator, Configure, price, quote apps, Configure, Sales Customer Relationship Management]
---

# Set up CPQ using guided setup

The guided setup organizes the configuration activities into modules and tracks completion as each activity is completed.

## Before you begin

Role required: admin

Complete the prerequisites. For more information, see [Prerequisites for setting up CPQ](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/prereq-for-cpq-config.md).

## About this task

Configure the CPQ Configurator in a logical sequence and track your progress from a single. This guided setup assists you with the basic configuration that is required to start using the Configurator.

**Note:**

-   You can move to the next module or an activity within a module only after completing the previous step.
-   When you edit a completed module or activity, all subsequent activities and modules are marked as incomplete even if previously finished. Their configuration now depends on the updated settings. You're required to complete the subsequent modules or activities again.

## Procedure

1.  Navigate to the guided setup using either of the following ways.

    -   For either a new configuration or to reconfigure navigate to **All** > **CPQ Integration** > **Start guided setup**.

        **Important:** If you have already set up the Configurator using the guided setup and want to reconfigure, access the guided setup only through the navigation **All** > **CPQ Integration** > **Start guided setup**.

    -   To configure for the first time, you can alternatively navigate to **All** > **System Applications** > **All Available Applications** > **All** > **CPQ Integration** > **Get started** > **Configure**.
2.  Select the **Prerequisites** module and ensure the tasks are completed.

3.  Certificate setup module tasks is configured automatically.

4.  Complete the CPQ Connection Setup module.

    1.  Enter the CPQ tenant URL that was shared with you when your CPQ instance was provisioned.

    2.  Generate Admin API key in CPQ Administrator, and add the key in the guided setup; the system updates the HTTPS connection record automatically.

        Consider the following points while generating the Admin API key.

        -   Enter the same value for both Name and User ID fields.
        -   Select **Admin** for the **Permissions** field.
    **Warning:** The admin API key generated in the tenant displays only once. Copy the key immediately. The key can't be retrieved later.

5.  In the **Setup Confirmation** section execute the steps.

6.  Select **Confirm end-to-end flow works** check-box after you have verified that the Configurator works as expected.

    **Important:** If the Configurator is not working as expected during workflow verification, don't select the **Confirm end-to-end flow works** check-box. Contact your administrator for assistance.


**Related topics**  


[Using the CPQ Configurator](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-servicenowcpq.md)