---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Integrations

# Quote transaction integrations {#ariaid-title1}

Release version: Australia  
Updated May 7, 2026  
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## Summary of Quote transaction integrations

Quote transaction integrations in ServiceNow Quote Experience enable seamless data exchange between quotes in ServiceNow CPQ and external third-party systems such as Salesforce.
These integrations allow you to both extract data from external sources into ServiceNow Quote Experience fields and send data from ServiceNow Quote Experience back to external environments.
This functionality helps maintain synchronized and accurate quote information across platforms.
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## Connection Types

Two connection types are supported for integrating with external systems:

* **Salesforce:** Automatically handles authentication and endpoint configuration, simplifying integration with Salesforce environments.
* **External:** Connects to any third-party site using authentication methods such as None, Bearer Token, or OAuth. For OAuth, Client ID, Client Secret, and Token URL must be provided along with host URL, endpoint path, and any required headers.

## Integration Settings

When creating an integration, administrators configure key settings in the Integration Editor:

* **HTTP Method:** Defines the request type (GET, POST, PATCH, PUT, DELETE) based on the external endpoint.
* **Line Item Details to Include:** Selects which quote line items to integrate (Selected, Modified, or Deleted).
* **Additional Path:** Specifies the query or command executed on the third-party system, such as SOQL for Salesforce or SQL for other platforms.
* **Timeout:** Sets request wait time in milliseconds before erroring out.
* **Async:** Enables asynchronous execution so users can continue working while the integration runs.
* **Headers:** Supports static or dynamic header values using handlebar syntax to include ServiceNow Quote Experience field values.
* **Transformation Template:** Defines JSON-based mapping of third-party data fields to ServiceNow Quote Experience fields using Mustache syntax, enabling precise data extraction and insertion.

## Testing and Troubleshooting

Administrators can use the Sample Return Data and Transformation Result features to validate integrations. By pasting the external system's response data into the Sample Return Data area and running the transformation, you can verify that field mappings produce the expected results before deploying the integration.

## Practical Steps for Customers

* **Create a connection:** Define the external system's host, endpoint path, and authentication details in ServiceNow CPQ to enable secure communication during quote transactions.
* **Create an integration:** Configure the connection, HTTP method, line items, headers, and transformation templates to establish the data exchange between ServiceNow Quote Experience and the external system.

By setting up quote transaction integrations, ServiceNow customers can automate data flows between ServiceNow CPQ and external platforms like Salesforce, improving quote accuracy, reducing manual data entry, and enhancing overall quote lifecycle management.  
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 {#quote-tm-integrations__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 {#quote-tm-integrations__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 {#quote-tm-integrations__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.
* **[Create a connection for ServiceNow Quote Experience calls](https://www.servicenow.com/docs/SpgMPg0X6IB6utNS~_y8Gg)**   
  Add a connection in ServiceNow CPQ to define the host, path, and authentication credentials used when ServiceNow Quote Experience calls an external system during a transaction.
* **[Create a ServiceNow Quote Experience integration](https://www.servicenow.com/docs/dy_H1_SyeZqUoEoSoeo_rg)**   
  Create an integration in ServiceNow Quote Experience to define the connection, settings, and field mapping that exchanges data between a quote and an external system in ServiceNow CPQ.