---
sourceDocument: Xanadu IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-asset-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Integrating with Calendly

# Integrating with Calendly {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read

Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.  
Important:  
Minimize security risks and protect information by granting access only to the necessary user or API permissions.{#integrate-with-calendly__table_box__entry__3}

| Process | Required user role in the Calendly application | Authentication scopes |
|-|-|-|
| Download subscriptions | admin | None |
| Pull user activity | admin | None |
| Reclaim subscription | admin | None |
[Table 1. Minimal user permissions]

{#integrate-with-calendly__box-title}

## Create a Calendly OAuth application {#ariaid-title2}

Register a public application with the Calendly service so that you
can access the Calendly API using OAuth 2.0.

### Before you begin

Calendly Role required: admin

You must have a Google or GitHub account to sign up for a Calendly developer.

### Procedure

1. Navigate to [Calendly developer portal](https://developer.calendly.com/).
   * If you already have a Calendly developer account, sign in with your credentials and go to step 3.
   * If you don't have a Calendly developer account account, complete step 2.
2. **Optional:** Sign up for a Calendly developer account through your GitHub or Google account by selecting Sign Up on the top-right corner of the Calendly Developer Site page.  
   This account isn't associated with your Calendly Google user account.
3. Navigate to AccountMy Apps to create a OAuth application.
4. Select Create a new app.
5. On the form, fill in the fields.  
   {#register-calendly-app__table_m23_hpn_fyb__entry__2}

   | Field | Description |
   |-|-|
   | Name of app | Name of your application. |
   | Kind of app | The application type such as Web or Native. |
   | Environment type | The environment type that you want to associate your application to, such as Sandbox or Production. |
   | Redirect URI | ServiceNow redirect URL. For example, https://app.example.com/auth. |
   [Table 2. Create Oauth app form]

   {#register-calendly-app__table_m23_hpn_fyb}
6. Select Save \& Continue.

### What to do next

Copy your Client ID and Client Secret.  
Important:  
You must copy these values as you can't access the Client Secret again.

## Create a Calendly integration profile {#ariaid-title3}

Create an integration profile to track software subscriptions and optimize stale
licenses for the Calendly service.

### Before you begin

To create a Calendly integration profile, request the Software Asset Management - SaaS License Management (sn_sam_saas_int) from the [ServiceNow Store](https://store.servicenow.com/).

ServiceNow Role required: sam_integrator or admin

### About this task

If you're using Software Asset Workspace, the option to create the Calendly integration profile in Core UI is inactive.

### Procedure

1. Navigate to the integration profile.

   | Interface | Action |
   | Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select Calendly Integration Profile. {#create-integration-profile-calendly__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select Calendly from the drop-down list. 4. Select Continue. {#create-integration-profile-calendly__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-integration-profile-calendly__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-integration-profile-calendly__table_v44_nq1_wmb__entry__2}

   | Field | Description |
   |-|-|
   | Display Name | Name of the integration profile. For example, <kbd class="ph userinput">Calendly Integration</kbd>. |
   | Connection \& Credential | Connection and credential alias for the Calendly spoke. This field is automatically set to sn_calendly_spoke.Calendly. |
   | Status | Status of the integration profile. * If you have not published the integration profile, this field is automatically set to Draft. * If you have already published the integration profile, this field is automatically set to Published. {#create-integration-profile-calendly__ul_dz1_24n_xbc} |
   | Profile Type | Type of integration profile. This field is automatically set to Calendly Subscription. |
   [Table 3. Integration Profile form]

   {#create-integration-profile-calendly__table_v44_nq1_wmb}
3. On the Download Subscription Subflow tab, verify that the Subflow field is set to Calendly Download Subscriptions Subflow.
4. On the Calculate Activity Subflow tab, verify that the Subflow field is set to Calendly Update User Activity Subflow.  
   You can also select the date and time that you want to analyze user activity from in the Analyze user activity from field. By default, you can analyze user activity up to 60 days prior to the current date and view events performed by individual users from the time you create this profile.  
   Note:  
   Software Asset Management pulls the events from the time that you start analyzing user activity irrespective of the profile creation date.
   You can modify this value in the Last activity threshold field of your software reclamation rules. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").
5. On the Reclaim Subscription Subflow tab, verify that the Subflow field is set to Calendly Reclaim Subscription.
6. Select Save.  
   Your ServiceNow instance creates a draft integration profile. The integration profile uses the Calendly Download Subscriptions, Calendly Update User Activity, and Calendly Reclaim Subscription subflows to retrieve user data from the Calendly service.
7. Open the connection \& credential aliases record by selecting the preview icon (![Preview icon.]()) next to the Connection \& Credential field and then selecting Open Record in the record preview.
8. On the Connection \& Credential Aliases form, select the Create New Connection \& Credential related link.
9. In the dialog box, fill in the fields.  
   {#create-integration-profile-calendly__table_ujr_ps1_wmb__entry__2}

   | Field | Description |
   |-|-|
   | Connection Name | Name of the connection. |
   | Connection URL | Base URL for the Calendly API. This field is automatically set to <kbd class="ph userinput">https://api.calendly.com</kbd>. |
   | OAuth Client ID | Client ID that is assigned to the public application that you registered with the Calendly service. |
   | OAuth Client Secret | Client secret that is assigned to the public application that you registered with the Calendly service. |
   | OAuth Redirect URL | URL of the OAuth provider that users are redirected to after authentication. This field populates automatically based on your instance name. |
   [Table 4. Create Connection and Credential dialog box]

   {#create-integration-profile-calendly__table_ujr_ps1_wmb}
10. Select Create and Get OAuth Token.  
    Note:  
    For the role required to perform this step, refer to the [Minimal user permissions](https://www.servicenow.com/docs/RzKema1bbbTA6l8TPzoOEg#integrate-with-calendly "Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.") table.
11. In the Authorize App dialog box, log in to your Calendly account.  
    The dialog box closes and then you automatically return to the integration profile form.
12. Select Publish.
{#create-integration-profile-calendly__steps_xcy_2xj_bpb}

### What to do next

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see [Create a child alias to set up multiple integration profiles](https://www.servicenow.com/docs/ank2kL8kWf4RhxBVQvFw5g "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
Create software entitlements for the automatically generated software models to track used software against owned software.

* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management classic](https://www.servicenow.com/docs/MAohEZPg4SjZLPTVioRdog "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/Jh~FO6x8BChwOmSEDyY0kA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/Tiy_LA~jOKwaLS2ioqEHRA "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-integration-profile-calendly__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/O_bB4w6fQREuwthkTeWiqg "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/UZ6v3AA1wKSbw~zTb_Xy6w "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation](https://www.servicenow.com/docs/xJni40GL3ctIVn4LYUkVVQ "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/F4t9mIl3Z6yakXJGjLthTg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-integration-profile-calendly__ul_qgf_zhr_sqb}

*[\>]: and then


