ServiceNow to OnePlan Integration - Integration Setup

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This article explains how to set up the integration between OnePlan and ServiceNow.

 

OnePlan Setup

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

  1. Log into your OnePlan group using your OnePlan login credentials.
  2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.  
  3. Navigate to the Integration section in the left-hand navigation panel.
  4. Next to the Authentication Keys section click the + Add Key button.
  5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD. 
  6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

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OneConnect Setup Process

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.  

  1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)
  2. Locate the ServiceNow to OnePlan integration. Click on the tile.
  3. Click on the tile. 

ServiceNow Connector

 

  1. ServiceNow URL: Enter the client’s ServiceNow instance URL (i.e., https://<instance-name>.service-now.com).

  2. Username + Password: Enter the username and password of the account that will be connecting to ServiceNow.

  3. 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).

  4. 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).

  5. Test Connection
    Click Test to verify the correctness of the connection settings to monday.com.
    A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
  6. Save Changes
    After verifying the connection, click Save to retain the configured settings. to streamline your workflow. 

OnePlan Connector

  1. Group Name
    • Input the name of the OnePlan Group name you intend to integrate with.
  2. Authentication Key
    • Paste the generated OnePlan Authentication Key obtained from OnePlan.
  3.  Additional Options
    • Expand the section for additional configuration options.
  4. (Optional) Alternate OnePlan Environment URL
  5. (Optional) OnePlan Default Plan Type
    • Specify a default plan type if the integration doesn’t automatically provide a plan type for plan-level items in OnePlan. Enter a single value for this purpose. In order to provide a plan type value for each plan, the Portfolio Plan type field must be mapped in the field mappings.
  6. Test Connection
    • Click Test to verify that a successful connection can be made to OnePlan.
    • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
  7. Save Changes
    • After verifying the connection, click Save to retain the configured settings.

 

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