This article explains how to set up the integration between OnePlan and ServiceNow.
This integration focuses on bringing in list items from a ServiceNow table into OnePlan.
In order to do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan. If the Advanced Settings are enabled for your group, continue to the next steps. If the Advanced Settings are NOT enabled, contact OnePlan for assistance.
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Log in to your OnePlan group with your Office365 account.
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Open the Admin pages by clicking on the Settings gear.
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Select Integration in the admin navigation.
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Click the + (plus) icon in the Authentication Keys section.
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Save the key name and generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.
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Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).
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Locate the ServiceNow to OnePlan integration. Click Configure.
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Complete the Configuration form.
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Complete the ServiceNow section:
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ServiceNow URL: Enter the client’s ServiceNow instance URL (i.e., https://<instance-name>.service-now.com).
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Username + Password: Enter the username and password of the account that will be connecting to ServiceNow.
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ServiceNow Table: Plans: Enter the table name of the items that will be brought into OnePlan as a Plan level item. The table name must be the backend table name (custom tables will often have the u _<customtable> format).
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ServiceNow Table: Tasks (Optional): Enter the table name of the task items created within OnePlan that will be brought into ServiceNow as. The table name must be the backend table name (custom tables will often have the u_<customtable> format).
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Click Save.
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Complete the OnePlan section:
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OnePlan Group Name: Enter the OnePlan group name that this integration will connect to.
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OnePlan Authentication Key: Enter the OnePlan Authentication Key that was created and saved earlier.
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(Optional) OnePlan URL: For clients that have their oneplan.ai hosted outside of the United States, please enter the OnePlan URL used.//
Note
Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai.
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Click Save.
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There are no scheduled strategies automatically set up by default.
To add a schedule, click Add Schedule, choose the strategy desired, and then fill out the appropriate information. Click Save.
Currently, we do not have default field mappings for this integration.
All possible field names for the tables will appear when selecting the dropdown list on either side, select the fields desired to be mapped to, then click on the blue plus button on the right.
To change the direction of the field mappings, click on the arrows between the fields until the desired direction has appeared.
ServiceNowToOnePlan
The ServiceNowToOnePlan strategy brings in tasks from ServiceNow into OnePlan as a plan level item. The tasks being brought in will be from the table that was listed in the ServiceNow Table: Plans field when setting up the integration.
SyncOnePlanToServiceNow
The SyncOnePlanToServiceNow strategy will grab all tasks created within OnePlan (tasks are in the Work Plan – Schedule section) and move those work items to ServiceNow table listed in the ServiceNow Table: Tasks field.
Important
It is highly recommended that there is a field mapping from ServiceNow to the OnePlan Plan Id (that is bidirectional), this will allow the SyncServiceNowToOnePlan to run.
SyncServiceNowToOnePlan
The SyncServiceNowToOnePlan strategy will bring in any list item within the ServiceNow table listed as the ServiceNow Table: Tasks, and if that item is mapped to a OnePlan Plan Id, it will be brought into OnePlan as a task.