How can I install ServiceNow

ServiceNow integration for Zoho CRM

ServiceNow is a software platform that supports IT service management and automates common business processes. This Software-as-a-Service (SaaS) platform contains a number of modularly structured applications that can vary depending on the instance and user. The ServiceNow integration for Zoho CRM enables you to synchronize records from the Zoho CRM moduleCases with the module Incidents in ServiceNow. This extension also provides single sign-on for ServiceNow with Zoho CRM credentials. In this case, Zoho CRM is the Identity Provider (IdP) and ServiceNow is the Service Provider (SP). If you install this extension you will get a custom workflow function and a workflow rule in the module Cases, which enables the integration of data sets from the module Cases Module with ServiceNow and a connected app to activate SSO supported. For the single sign-on feature to work effectively, all users in your Zoho CRM account must also be in their ServiceNow account.

Install ServiceNow integration

You can either go to the Zoho Marketplace and install the ServiceNow integration or log in to your Zoho CRM account and install it.

  1. Go to Set up > Marketplace > All.
    All installed extensions are listed. Under All extensions you can view all extensions supported by CRM.
  2. click on All extensions, Are you looking for ServiceNowand click on it.
    The details about the extension are displayed.
  3. click on Nowto install.
  4. In the following screen, accept the Terms of Useand click Install now.
  5. The extension will be installed in your Zoho CRM account.

Install ServiceNow integration

After the installation you have to configure the extension. This configuration step consists of two parts:

Single sign-on details

  1. In Zoho CRM, clickattitude > Set up > Marketplace > Marketplace > Installed.
  2. Are you looking for ServiceNow and click on Configure.
  3. Check the box SAML single sign-on on the detail page ServiceNow integration.
  4. The information on the Identity provider are generated automatically. Make a note of this information as you will need to enter this information into ServiceNow.
  5. Find the information about the Service provider from the ServiceNow account by following the steps below and entering the information in the appropriate fields.
  6. click on to save.

Service provider details

The static values ​​in section Service provider details are automatically included in the Extension details entered, but you must provide the dynamic custom values. For example, the Instance ID for ServiceNow is:https: // .service-now.com. Here is a user-specific value that is determined from your developer instance.

Find your Instance names and your Sys-ID from ServiceNow and enter these details in the section Service provider details a.

You can determine your instance name from the URL of your instance. Your instance url looks like this:https: // .service-now.com.
For example, if your instance url https://dev22360.service-now.com/, is, then is your instance name dev22360. Enter this value if you have < Ihre Instanz > in the Extension settings see.

How to determine the Sys-ID

  1. Sign in to your ServiceNow developer instance.
  2. Look for in the left pane Multi-provider SSO, choose the Identity provider and click on New.
    The "Multi-Provider SSO" option is only available if the plug-in Integration - single sign-on for multiple providers installed. Install the plugin by following these steps.
  3. click on SAML2 Update1 on the website Identity provider.
  4. Give one Names for the identity provider and fill in the IdP details (login URL, logout URL and IdP certificate) that you received from Zoho CRM.
    Make sure you have in the fields SP details Replace with the name of the instance.
  5. click on Send.
  6. Right-click your identity provider on the home page Identity provider and click on "copy sys_id.
  7. Paste this value into the field Start url on the website Details about the ServiceNow extension a.

How to install the multi-provider SSO plugin

  1. Look for in the left pane System definition and then select Plugins.
  2. Are you looking for Integration - Multi-vendor single sign-on installer.
    You can manually scroll through the list of plugins or use the Show / Hide filter icon and do a search with a search term like Multi To run
  3. Select the plugin and click the link Activate / upgrade.
  4. Click the button Activate.
    The plugin called Multi-provider SSO is added as an option on the sidebar.
  5. Look for activation of this plugin Multi-provider SSO in the left pane and select Administration.
  6. click on Properties.
  7. Select on the side Properties for multi provider SSO check box Activate multi provider SSO and click on To save.

Data integration details

You can get the records from the module Cases from Zoho CRM with the module Incidents integrate into ServiceNow. To do this, you have to enter the 'Client ID', the 'Client Secret' and the ServiceNow instance ID and password.

How to determine the Client ID and the Client Secret of ServiceNow

  1. Sign in to your ServiceNow developer instance.
  2. Are you looking for System OAuth in the left pane on your instance home page, then select Application registration and click on New.
  3. click on Create an OAuth API endpoint for external clients on the OAuth application page.
  4. Give one Names for the application and click Send.
  5. A Client ID and a Client secret are generated.
    Copy these details and paste them in the section Settings for the extension on the website Extension details a. Username and password are the username and password of your instance, not your developer account. (ServiceNow has separate usernames and passwords for developer accounts and instances).

Sign in to ServiceNow with Zoho CRM credentials

Once you have set up the SAML details for ServiceNow in Zoho CRM, you can log into your ServiceNow instance of Zoho CRM.

How to sign in to ServiceNow from Zoho CRM

  1. In Zoho CRM, clickattitude > Set up > Marketplace > Marketplace > Installed.
  2. Are you looking for ServiceNow and click on Configure.
  3. Copy the Start url and open it in a new window. You will be on the side Zoho Single Sign On forwarded.
  4. Enter your Zoho CRM credentials and click Log In.
    You will be redirected to your ServiceNow instance.

Integrate Zoho CRM data with ServiceNow

All records that are in the module Cases after configuring the data integration settings are automatically synchronized with your ServiceNow account. Older data sets cannot be integrated.

The integration of the data is based on the field description in Zoho CRM the field Brief description assigned in incidents. Be sure to include a description just in case.

Uninstall ServiceNow

You can uninstall the ServiceNow extension at any time. When you uninstall this extension, all data related to ServiceNow will be deleted.

How to uninstall ServiceNow

  1. Go to Set up > Marketplace > All.
    All installed extensions are listed. Under All extensions you can view all extensions supported by CRM.
  2. Are you looking for ServiceNow and click on the appropriate link Uninstall.
  3. click on OK, to confirm.
    The extension will be uninstalled.