Set up CPQ Configurator using guided setup

The guided setup organizes the configuration activities into modules and tracks completion as each activity is completed.

Before you begin

Role required: admin

Complete the prerequisites for the ServiceNow CPQ Integration. For more information, see Prerequisites for configuring CPQ Configurator.

Procedure

1. Navigate to All > System Applications > All Available Applications > All and open the ServiceNow CPQ Integration application record.
2. In the Get started section, select Configure to open the guided setup.
3. Complete the Prerequisites module.

   Confirm that the required plugins are active, that the DevOps request for the ServiceNow CPQ instance is complete, and that the tenant URL is available. Submit the prerequisites confirmation questionnaire to mark the module complete.

4. Complete the ServiceNow CPQ Connection Setup module.

   Enter the tenant URL and sector value, generate an admin API (application programming interface) key in the tenant, and paste the key into the guided setup. The system updates the HTTPS connection record automatically.

   Warning:

   The admin API key generated in the tenant displays only once. Copy the key immediately. The key can't be retrieved later.
5. Select Close to exit the guided setup.