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ServiceNow Sync integration

Save time switching between ServiceNow and ClickUp. Use the ServiceNow Sync integration to sync your incidents, change requests, and problems with your ClickUp Workspace.

Sync integrations are in beta.

What you'll need

What is synced

Incidents, change requests, and problems are synced between ServiceNow and ClickUp.

Some fields sync two ways with ClickUp tasks, while other fields only sync one way. The tables below shows how each field syncs.

Two-way sync

The following fields sync both ways between ServiceNow and ClickUp:

Incident, change request, or problem field ClickUp task field
Short description Description
Due date Due date
Priority Priority
Status Status

One-way sync

The following fields sync from ServiceNow to ClickUp, but not vice versa.

Incident, change request, or problem field ClickUp task field
Incident, change, or problem number Name
System ID Text Custom Field
Ticket URL Text Custom Field

Create an admin account

We recommend creating a new admin account in your Workspace to set up the sync. A service account with admin access is preferred.

If you are unable to create a new admin account, you can create a custom role in ServiceNow with access control to the following tables:

Table Type Operation Name
Tables (sys_db_object) record read

sys_db_object

sys_db_object.*
Dictionary entry (sys_dictionary) record read

sys_dictionary

sys_dictionary.*
Change Requests record manage change_request
Problems record manage problem

Refer to the ServiceNow documentation for more information on creating roles.

Start the sync

To start the sync:

  1. Using a ClickUp account with the same email as the ServiceNow account with necessary permissions, open the App Center.
  2. Search for and select ServiceNow Sync.
  3. Select Manage.
  4. Click Proceed.
  5. Input your username, password, and instance name.
    Screenshot of someone setting up the ServiceNow Sync.png
  6. Click Sign in to ServiceNow.
  7. After authentication finishes, click Start Sync to sync all of your ServiceNow incidents, change requests, and problems. Once the status is Syncing, you can exit the modal or ClickUp.

Depending on the number of incidents, change requests, and problems you have, the sync could take several hours. You can continue working in ClickUp and check the progress of the sync any time from the App Center.

If a task fails the sync, open the task to see why. Errors are displayed as task comments from the admin who set up the integration.

Use the integration

After the sync is complete, you'll see a new Space called ServiceNow that contains a List for incidents, a List for change requests, and a List for problems. Each List contains tasks for individual incidents, change requests, and problems.

Watch our video guide on syncing problems using the integration.

You can add a task to a new location using Tasks In Multiple Lists and the sync will continue unless the original ServiceNow List is deleted.

Pause the sync

You can pause the sync at any time.

From the App Center:

  1. Search for and select ServiceNow Sync.
  2. Select Manage.
  3. Click Stop Sync. You can resume any time by clicking Start Sync.

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