Common Steps to Integrate Third-Party Tools with ServiceNow

[siddheshagn]

1. Define the Integration Use Case

• What data needs to be exchanged?
• What is the trigger (event-based, scheduled, manual)?
• What is the expected outcome (record creation, update, alerting)?

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2. Choose the Integration Method

Depending on the third-party tool, you can use:

• REST/SOAP APIs
• IntegrationHub Spokes
• MID Server (for on-prem systems)
• Webhooks
• Email Inbound/Outbound
• Custom Scripts

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3. Set Up Authentication

• Use Basic Auth, OAuth 2.0, or API Keys
• Create Integration Users with appropriate roles
• Store credentials securely using Credential Stores

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4. Configure Connection

• For REST/SOAP: Use REST Message or SOAP Message modules
• For IntegrationHub: Use Spokes or build Custom Actions
• For MID Server: Ensure it's installed and connected

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5. Map Data Fields

• Identify source and target fields
• Use Transform Maps or Scripted Mapping
• Handle data formats (JSON, XML, etc.)

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6. Build and Test the Integration

• Use Flow Designer or Business Rules to trigger integration
• Test with sample data
• Validate responses and error handling

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7. Monitor and Log Integration Activity

• Use ECC Queue (for MID Server)
• Enable Debug Logs for REST/SOAP
• Create Dashboards or Reports for integration health

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8. Secure and Maintain

• Apply ACLs and Role-based Access
• Rotate credentials periodically
• Document the integration flow and dependencies

[Mark Manders]

Are we now posting AI generated processes, without any question or examples in the question section of the Community?