ServiceNow Integration
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      2. 1Stream Platform
      3. ServiceNow Integration

      ServiceNow Integration Setup

      This article will provide a walkthrough on the setup of ServiceNow and the 1Stream platform.

      1Stream Level Feature Notice

      This feature is available for only View level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing. 

      Pre-Integration Notice

      The Custom Service / Custom Service Management (CSM) must be activated within ServiceNow prior to these steps. 

      Generating the API Credentials

      1. Open the ServiceNow Application Navigator Portal.
      2. Locate and Click the Connections & Credentials Menu option.ServiceNowIn2
      3. Select the Credentials submenu option.
      4. Click the New button.
      5. Select the Basic Auth Credentials from the listing of credential types. 
      6. Configure the Name, User name, and Password for the Credential. 
        Note: The user whose credentials are being used must have appropriate credentials to allow API access to Users, Customers, Contacts, and Cases. 
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      7. Click the Submit button.

      Connecting ServiceNow to 1Stream

      1. Log into the 1Stream Portal.
      2. Go to the Administration menu.
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      3. Choose the Manage Organization option. The page will refresh.
      4. Scroll down to the  Connected Account and CRM Settings section. 
      5. Click on the green circled + sign. The Add New CRM Platform pop-up will appear.LiongardIn4
      6. In the CRM Platform drop-down, select ServiceNow.ServiceNowIn1
      7. Click the Save button. The Modify ServiceNow Connection Setting pop-up will appear. 
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      8. In the CRM Username field, input the ServiceNow username.
      9. In the CRM Password field, input the ServiceNow password.
      10. In the Endpoint field, set the ServiceNow base URL. 
      11. In the CRM Details Link field, set the ServiceNow base URL.
        Note: The URLs posted for the Endpoint and CRM Details Link field should end with a / character. 
      12. Click the Save button.
      13. Scroll Up to the 1Stream Administration section.
      14. Click on the Systems Check link.
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            There will be a pop-up that appears and confirms if the connection was successful or if there was an issue that needed to be corrected. This will also pull in the user data from your ServiceNow connection that will be reflected when users are added in the next section.

            Mapping CRM Users

            Once the CRM Connection to AutoTask has been completed, the users in 1Stream can be now mapped to their corresponding AutoTask user.

            For instructions on how this can be done, please see our Mapping CRM Users article.