OnePlan to ServiceNow 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.

Required Authentication Key Permissions: OnePlan to ServiceNow Integration

Create an authentication key for this integration in OnePlan. For the steps to create a key, see How to Create and Rotate Authentication Keys in OnePlan. When you create the key, select the following settings.

Global Scopes — None required. Leave OData and Backup cleared.

Data Type Permissions
Configuration Read
Plans Read, Create, Update
Workplan All (Read, Create, Update, Delete)
Resources Read, Create
Integrations Read, Create, Delete

Note: Selecting Update or Delete also selects Read. The Integrations permissions allow OneConnect to add and remove the integration in OnePlan when it is installed or uninstalled. Grant only the permissions listed so the key has the minimum access the integration needs.

After you create the key, save the OnePlan group name and the authentication key in a secure location. You enter both in OneConnect during setup. The key cannot be viewed again after you leave the page.

Note: It is recommended to generate a new authentication key for every integration and to give each key a descriptive name that identifies its integration. This practice enhances security, simplifies management, and makes tracking and troubleshooting easier.

 

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. Click on the Add Integration button.
  3. Locate the OnePlan to ServiceNow integration.
  4. 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 "pm_project" as the plan level table for the integration to use in ServiceNow.
  4. ServiceNow Table: Tasks: Enter "pm_project_task" as the task level table for the integration to use in ServiceNow.
  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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