Set up the Microsoft 365 Excel spoke

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Integrate the ServiceNow instance and Microsoft 365 Excel by using the OAuth credentials to authenticate ServiceNow requests.

    Before you begin

    • Request an Integration Hub subscription.
    • Activate the Microsoft 365 Excel spoke.
    • Role required: admin.

    Create a credential record for the Microsoft 365 Excel spoke

    Create a credential record for the Microsoft Azure Portal account. The Microsoft 365 Excel Spoke connection and credential alias uses these credentials to authorize actions.

    Before you begin

    • Register your ServiceNow instance in Microsoft Azure Portal and record the client ID and client secret. Also, add the offline_access, Files.ReadWrite.All, and Files.ReadWrite scopes in the API permissions for the application. For more information, see Quickstart: Register an application with the Microsoft identity platform.
      Note:
      Ensure that the Redirect URI of the instance is in the https://<instance>.service-now.com/oauth_redirect.do format.
    • Role required: admin.

    Procedure

    1. Navigate to All > IntegrationHub > Connections & Credentials > Connection and Credential Aliases.
    2. Open the Microsoft_365_Excel record.
    3. Click the Create New Connection & Credential related link.
    4. On the form, fill these values.
      Table 1. Connection and Credentials form
      Field Description
      Connection Name Name of the connection. This field is automatically set to Microsoft 365 Excel Spoke Connection Cred.
      Connection URL The URL used for connecting to Microsoft Office 365 Excel. This field is automatically set to https://graph.microsoft.com/v1.0
      Credential Name Name of the credential. This field is automatically set to Microsoft 365 Excel Spoke Credential
      OAuth Entity Name Name of the OAuth entity profile. This field is automatically set to Microsoft 365 Excel Spoke OAuth
      OAuth Client ID Client ID of the Microsoft Office 365 Excel application you registered in Azure Portal.
      OAuth Client Secret Client Secret that you request for the registered application in Azure Portal.
      OAuth Redirect URL The redirect URL. The format of the URL is https://<instance>.service-now.com/oauth_redirect.do
    5. Click Create and Get OAuth Token.