Integrate
To integrate Autotask with the Field Nation Platform:
ServiceNow Integration Setup
Full instructions with scripts and screenshots located below:
Step 1: Grant Field Nation Access To ServiceNow
Permissions are controlled by ServiceNow and not by Field Nation. The user's ServiceNow permissions entered below are used to read and write to the object. If you are concerned about Field Nation's access to your ServiceNow information, create a generic user and control the permissions of that user to the objects in ServiceNow.
Obtain a Client Id and Client Secret from ServiceNow
Instructions here
Navigate to ui.fieldnation.com/integrations
Click Connect to Setup ServiceNow
Authenticate ServiceNow and Field Nation by entering:
- ServiceNow Username
- ServiceNow Password
- Object Type
- Client Id
- Client Secret
- ServiceNow Domain. This is the URL of your ServiceNow instance.
*Log in to ServiceNow and the URL that is displayed after the login is the Login Domain.
Step 2: Map Fields From ServiceNow to Field Nation
- Click on Import data from ServiceNow
- Click the Add or Remove Fields button to select the fields to be mapped
- Map your fields and Save
Step 3: Map Fields From Field Nation to ServiceNow
- Click on Export data from ServiceNow
- Click the Add or Remove Fields button to select the fields to be mapped
- Map your fields and Save
Step 4: Toggle on the Integration
Toggle to "ON"