Quote transaction integrations

  • Release version: Australia
  • Updated May 7, 2026
  • 2 minutes to read
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    Summary of Quote transaction integrations

    Quote transaction integrations in ServiceNow Quote Experience enable seamless data exchange between ServiceNow CPQ and external systems like Salesforce or other third-party platforms. These integrations allow you to both extract data from external sources into ServiceNow Quote Experience fields and send data from ServiceNow to third-party environments, streamlining quote management and ensuring data consistency across systems.

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    Connection types

    • Salesforce: Connects directly to Salesforce environments with built-in authentication handled by ServiceNow CPQ, requiring no additional credentials or endpoint configuration.
    • External: Connects to any third-party system using authentication methods such as None, Bearer Token, or OAuth. You must provide relevant credentials (e.g., Client ID, Client Secret, Token URL) along with the Host URL, endpoint path, and any necessary headers.

    Integration settings and configuration

    When defining an integration in the Integration Editor, you configure:

    • HTTP Method: The type of operation (GET, POST, PATCH, PUT, DELETE) performed on the external endpoint.
    • Line Item Details to Include: Specifies which quote line items are involved—Selected, Modified, or Deleted lines.
    • Additional Path: The query or command executed on the third-party system, such as SOQL for Salesforce or SQL for other platforms.
    • Timeout: Duration in milliseconds before a request times out and returns an error.
    • Async: Option to run queries asynchronously, allowing users to continue working while integration processes in the background.
    • Headers: Static or dynamic header values can be set, supporting handlebar syntax (e.g., {{txn.fieldname}}) for dynamic data injection.
    • Transformation template: Defines JSON-based mappings between third-party data fields and ServiceNow Quote Experience fields using Mustache (handlebar) syntax. This enables dynamic extraction and assignment of values from the external response to your quote fields.

    Testing and troubleshooting

    The Integration Editor includes tools to verify data mappings. You can paste sample response data (e.g., from Postman) into the Sample Return Data area and run the transformation to confirm the output matches expectations. This helps ensure accurate data flow between systems before deploying integrations.

    Integrations connect ServiceNow Quote Experience to external data sources, enabling the exchange of data between quotes and third-party systems such as Salesforce in ServiceNow CPQ.

    ServiceNow Quote Experience integrations define the information needed to connect to an external data source, extract data from it, and map that data into ServiceNow Quote Experience fields. Integrations can also extract data from ServiceNow Quote Experience and send it to a third-party environment. Before an integration can be defined, the administrator must first create a connection to the target environment.

    Connection types

    ServiceNow Quote Experience supports two connection types.

    Salesforce
    Connects to a Salesforce environment. No additional authentication details are required — ServiceNow CPQ handles authentication and knows the required endpoints automatically.
    External
    Connects to any third-party site. Supported authentication methods are None, Bearer Token, and OAuth. For Bearer Token, provide the authentication token. For OAuth, provide the Client ID, Client Secret, and Token URL. Also requires the Host URL, the Path to the endpoint, and any additional headers required by the third-party site.

    Integration settings

    When creating an integration, the following settings are available in the Integration Editor.

    HTTP Method
    The operation to perform: GET, POST, PATCH, PUT, or DELETE, depending on the endpoint being used.
    Line Item Details to Include
    Defines which line items the integration works with: Selected Lines, Modified Lines, or Deleted Lines.
    Additional Path
    The query command to execute on the third-party site. For Salesforce connections, this is typically a SOQL query. For other platforms, it may be a standard SQL query.
    Timeout
    The time in milliseconds that the request waits for a response before declaring an error.
    Async
    When enabled, runs the query asynchronously in the background so the user can continue working while the integration executes.
    Headers
    Static text or ServiceNow Quote Experience header field values can be included in headers using handlebar syntax: {{txn.fieldname}}. Static key-value pairs can also be set, or both methods can be combined.

    Transformation template

    The transformation template defines the mapping between third-party data and ServiceNow CPQ fields. It uses JSON with Mustache (handlebar) syntax for dynamic field extraction. The following example maps Salesforce fields to ServiceNow Quote Experience fields.

    {
  "fields": [
    {
      "variableName": "txn.custom.tXNNumber",
      "value": "{{#each records}}{{Name}}{{/each}}"
    },
    {
      "variableName": "txn.opportunity.id",
      "value": "{{#each records}}{{LGK__OpportunityId__c}}{{/each}}"
    },
    {
      "variableName": "txn.custom.primaryContact",
      "value": "{{#each records}}{{Contact.FirstName}}{{/each}}"
    }
  ]
}

    Use the Sample Return Data and Transformation Result areas to test and troubleshoot an integration. Paste the query response from a tool such as Postman into the Sample Return Data area and select Run Transformation to verify that the mapping produces the expected output.