About This Document
This guide provides step-by-step instructions for configuring the ServiceNow CLM Integration with SAFE. Once configured, SAFE can automatically fetch third-party vendor data and associated contracts from ServiceNow.
Introduction
The integration enables SAFE to automatically onboard third parties and retrieve contracts for onboarded third parties for further risk analysis. SAFE Admins can configure this integration via the "ServiceNow CLM" card on the Integrations page.
Prerequisites
Before proceeding, ensure the following:
A ServiceNow CLM user account, User Name, and Password with the following roles:
vendor_reader - read vendor/third-party data.
oauth_admin - generate OAuth credentials for API access
contract_manager - read and pull contract information for a vendor (Third-party)
Instance Name
Client ID and Client Secret
Generate Connection Details
Log in to your ServiceNow instance.
Search for and navigate to Users.
Click New to create a user.
Fill in the user details (User ID, Password, First Name, Last Name, etc.).
Under the Roles tab, assign the following roles:
vendor_reader — to access vendor/third-party data
contract_manager — to fetch contract information
oauth_admin — to manage OAuth credentials
Navigate to System OAuth > Application Registry.
Click New (top-right corner).
Choose "Create an OAuth API endpoint for external clients".
Enter the following details:
Name – Enter a name.
Access Token Lifespan – Set to 3600 seconds (recommended).
Scroll down to the Application Scopes section and click the New button to add scopes.
Assign the required scope and click Submit to register the app.
Navigate back to the app details page. The system displays the Client ID and Client Secret here.
Copy and save the Client ID and Client Secret.
Configure ServiceNow CLM in SAFE
Follow the steps below to configure ServiceNow CLM in SAFE.
Go to the Integrations and click the "ServiceNow CLM" card.
Enter the Instance name, Username, Password, Client ID, and Client Secret.
Enter the Auto Sync frequency.
Enter the Test Connection button.
Once the connection is verified, click the save button.
Using ServiceNow CLM integration and viewing results
Users can start the sync with the Sync Now button, assuming the credentials and permissions are correct.
When a third party is present in ServiceNow and has not been onboarded into SAFE as a third party.
The sync will pull vendor data and send it to SAFE under the Newly Discovered section.
The user can onboard any organisation listed here as a third-party into SAFE.
When a third party is present in ServiceNow and has already been onboarded into SAFE as a third party,
The sync will pull the contract for the vendor from ServiceNow and send it to SAFE for contract analysis.