OnePlan to ServiceNow Integration - Default Field Mappings and Scheduled Strategies

This article details the default field mappings and scheduled strategies installed with the OnePlan to ServiceNow integration.

Default Field Mappings

Plans - Object

OnePlan Fields	ServiceNow Fields	Direction	Notes
Name	Short Description	Both	Required
Owner	Project Manager	Both	Required
Description	Description	Both

Tasks - TaskObject

OnePlan Fields	ServiceNow Fields	Direction	Notes
Assigned To	Assigned To	Both
Due	End Date	Both
Effort	Effort	Both
Name	Short Description	Both	Required
Parent Id	Parent	Both	Required
Start	Start Date	Both

Lookup Tables – Lookup Tables

OnePlan Fields	ServiceNow fields	Direction	Notes

This table is intentionally left blank.

Available Strategies

OnePlanUpdate

Publish data from ServiceNow to OnePlan.

This strategy has a filter within the ServiceNow - OnePlan > Projects – Object section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into OnePlan. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.

This strategy will bring in all ServiceNow projects that the user has access to as plans into OnePlan. Any workspaces the personal access token has access to will be used to find projects. The strategy will also import all tasks associated to the projects into the Schedule in OnePlan. This strategy efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy alignment between ServiceNow and OnePlan, the strategy will automatically remove tasks from OnePlan if they are deleted in ServiceNow. This deletion specifically applies to tasks and does not affect plans within OnePlan.

Filters can be applied to this strategy on the ServiceNow -> OnePlan section, within the Projects -> Plans table.

OnePlanPublish

Publish data from OnePlan to ServiceNow.

This strategy has a filter within the OnePlan - ServiceNow> Plans – Objects section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into ServiceNow.

Filters can be applied to this strategy on the OnePlan -> ServiceNow section, within the Plans -> Projects table.

SynchLookups

Sync lookups from ServiceNow to OnePlan.

This strategy will sync over choice field values in ServiceNow that are mapped in the Lookup Tables field mappings to a choice field in OnePlan.

Related to

Integration