Integrating with SurveyMonkey

  • Release version: Yokohama
  • Updated January 30, 2025
  • 6 minutes to read

    • Integrating your Software Asset Management application with SurveyMonkey application enables you to track your software subscriptions and to reclaim unused licenses.

    The SaaS License Management SurveyMonkey integration supports the SurveyMonkey Enterprise and Enterprise Platinum plans as API support is available for only these plans.

    Important:
    Minimize security risks and protect information by granting access only to the necessary user or API permissions.
    Table 1. Minimal user permissions
    Process Required user role in the SurveyMonkey application Authentication scopes
    Download subscriptions admin
    • View Groups
    • View Users
    Pull user activity admin View Groups

    Create a private SurveyMonkey application

    Create a private SurveyMonkey application for creating, tracking, and analyzing surveys within your organization.

    Before you begin

    SurveyMonkey Role required: Refer to the Minimal user permissions table.

    About this task

    Note:

    To avoid rate-limiting issues, create a private SurveyMonkey application for each ServiceNow instance.

    Procedure

    1. From a web browser, open the SurveyMonkey API Developer portal.
    2. Sign in using your admin credentials.
    3. On the page header of the API Developer portal, select My Apps.
    4. On the My Apps page, select Add a New App.
    5. In the APP CREATION dialog box, enter a name for the application in the App Nickname field.
    6. Under the Select an App Type section, select Private App.
    7. Select Create App.
      The dialog box closes and then the overview of the newly created application opens.
    8. In the Details section of the application overview, copy the values in the Client ID and Secret fields.
      Save them in a secure location for later use.
    9. Go to the application settings by selecting the SETTINGS tab.
    10. In the Settings section of the application settings, enter the URL of the OAuth provider that users are redirected to after authentication in the OAuth Redirect URL field.
      Enter https://instance.service-now.com/oauth_redirect.do, where <instance> is the name of your ServiceNow instance.
    11. Select Submit Changes.
    12. In the Scopes section of the application settings, select the View Groups and View Users scopes to enable your application to access group and user information.
    13. Select Update Scopes.
    14. At the top of the application settings, select Deploy.

    Create a SurveyMonkey integration profile

    Create a SurveyMonkey integration profile to track software subscriptions and optimize licensing for your SurveyMonkey applications.

    Before you begin

    To create a SurveyMonkey integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store.

    ServiceNow Role required: sam_integrator or admin

    Important:
    You must select the SurveyMonkey Spoke check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

    About this task

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

    Procedure

    1. Navigate to the integration profile.
      InterfaceAction
      Core UI
      1. Navigate to All > Software Asset > SaaS License > Direct Integration Profiles.
      2. Select New.
      3. Select SurveyMonkey Integration Profile.
      Software Asset Workspace
      1. Navigate to License operations > User Subscriptions > Direct integration profiles.
      2. Select New.
      3. Select SurveyMonkey from the drop-down list.
      4. Select Continue.
    2. On the form, fill in the fields.
      Table 2. Integration Profile form
      Field Description
      Display Name Name of the integration profile. For example, SurveyMonkey Integration.
      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.
      Profile Type Type of integration profile.

      This field is automatically set to SurveyMonkey Subscription.
    3. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.
      Note:
      For more information, see Minimal user permissions table.
      1. In the Download Subscription Subflow section, verify that the Subflow field is set to SurveyMonkey Download Subscriptions.
        Note:
        The Download subscriptions check box is selected by default and you can't clear it.
      2. In the Calculate Activity Subflow section, verify that the Subflow field is set to SurveyMonkey Update User Activity.
        Note:
        The Download Activity check box is selected by default. If you clear it, the activity scheduled job SAM - Refresh <displayname> Activity isn't created.
        In the Analyze user activity field, you can also select the date and time starting from when you want to analyze the user activity. 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.
    4. Select Save.
      Your ServiceNow instance creates a draft integration profile.

      The Connection & Credential field appears and is automatically set to sn_sv_monkey_spoke.surveyMonkey.

    5. 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.
    6. On the Connection & Credential Aliases form, select the Create New Connection & Credential related link.
    7. In the Create Connection and Credential dialog box, fill in the fields.
      Table 3. Create Connection and Credential dialog box
      Field Description
      Name Name of the connection.
      OAuth Client ID Client ID that is assigned to your SurveyMonkey application.
      OAuth Client Secret Client secret that is assigned to your SurveyMonkey application.
      OAuth Redirect URL URL of the OAuth provider that users are redirected to after authentication.

      This field populates automatically based on the OAuth redirect URL that you specified in Create a private SurveyMonkey application.
    8. Select Create and Get OAuth Token.
      Note:
      For the role required to perform this step, refer to the Minimal user permissions table.
    9. In the Authorize App dialog box, sign in using the same SurveyMonkey credentials that you used to create your SurveyMonkey application.
    10. Select Allow.
      The dialog box closes and then you automatically return to the integration profile form.
    11. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.
    12. After the connection is verified, select Publish.
    13. In the Publish Confirmation dialog box, select OK.
      Note:
      If you clear the Download Activity check box after the integration profile is published, you must revalidate the connections and then republish the integration profile because the following events occur:
      • The Status field on the integration profile form changes to Draft.
      • The Validate connection button shows up on the form.
      • The current SAM - Refresh <displayname> Activity job gets deleted.

    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.

    Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

    Create software entitlements for the automatically generated software models to track used software against owned software.
    Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.