Connect your instance with ServiceNow CPQ instance

Set up the connections between the ServiceNow instance and the ServiceNow CPQ instance.

Before you begin

Role required: admin

Procedure

1. Set the application scope to CPQ Integration.

   Use the scope selection menu icon

1. Navigate to https://<service_instance_url>/oauth_entity.do?sys_id=3b119df83b566210a0c0989e53e45a15.

   1. Update the Redirect URL to https://<tenant-url>/login/oauth2/code/<tenant-name>-login.

      • The tenant-name is the name of the ServiceNow CPQ site. The tenant-url is the full URL of the site (for example, cpq-som.test.logik.io)
      • Example: https://logiksite-som.test.logik.io/login/oauth2/code/logiksite-som-login
        1. Select the Activate property.

   2. Select Update.

2. In the filter, enter sys_properties.list.

   1. Open the sn_cpq_intg.tenant_url system property.

   2. Set the Value to https://<tenant-url>.cpq

   3. Select Update.

3. Validate that the connection to the ServiceNow CPQ site is valid by navigating to All > CPQ Administration and open the ServiceNow CPQ site (listing no blueprints by default).

   If this fails to open, check the previous steps for typos and trailing slashes.

4. Generate the admin API key in ServiceNow CPQ.

   1. In ServiceNow CPQ, login as admin user and navigate to Select Utilities > Admin API Keys.

   2. Specify a name and user ID (with the same name: by default, "admin").

   3. Select Permissions as Admin.

      This will automatically select Read, Edit, Deploy, and Bulk.

   4. Set an expiration date far in the future.

   5. Select Save and copy the token.

      Note: Be sure to do this step. After the confirmation window is closed, the token is no longer accessible.

5. Populate the connection and credential aliases.

   1. In ServiceNow Sales CRM, navigate to https://<service_instance_url>/now/workflow-studio/integration/connection

   2. Select Advanced Setup of the CPQ – Sync connection.

   3. Open the CPQ–sync connection.

      • Set the connection URL to https://<tenant-url>.cpq.
      • Ensure that there is no ending slash.
      • Make the connection active, if it is not already.
      • Select Save.
        1. From the CPQ–sync connection, select the CPQ–sync token in the Credential column.

   4. Set the API key to Bearer {admintoken} and add the value of the token that you copied in step 5e, and then select Save.

      Example: Bearer _53eT_sxJHJ5rcfgXe8-8LDEK3Of1zHpQ

What to do next

Set up an external connection in ServiceNow CPQ

Related topics

Request a ServiceNow CPQ tenant