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SERVICENOW

This article shows how to set up a Basic connection.

In Basic connections, you can only sync incidents. All comments will be synced as public comments. 

You cannot modify sync rules. If you want to edit/delete sync rules, you can upgrade the connection to a Script connection. For more details, check How to upgrade a Basic connection in Exalate for ServiceNow.


To initiate a Basic connection:

1. Navigate to the Connections tab in Exalate.

To navigate to the Connections tab:

  1. Click Exalate Console.
  2. Click Connections.

2. Click Initiate connection.

3. Specify if you have the link to the destination instance.

To set up a connection with an instance:

  • Enter the link to the destination instance in the Destination instance URL field. You can enter the link to the instance you are trying to connect, or the Exalate URL from General Settings.  If you enter a link to your instance—Exalate will determine it's a local connection between 2 projects within your instance.
  • Click I don't have a URL if the destination instance is in a private network, or you don't have the link.

Select the appropriate tab below.

4. Click Basic.

Basic connections are not available in connections to older Exalate versions.

5. Click Next.


6. Confirm if you have admin access to the destination instance.

Further steps will be different if you have or don't have admin access to the destination instance.

  • Select Yes, I have admin access if you have admin access to the destination instance. You will be redirected to the destination instance to establish a connection.
  • Select No, I don't have admin access if you don't have admin access to the destination instance. You will generate an invitation for the destination instance admin so they could establish a connection on their end.

7. Click Initiate.

You will be redirected to the destination instance to establish a connection. Complete the following steps on the destination instance.

8. Select the project for the incoming sync.

9. Click Confirm.

8. Click Copy invitation code.

You can send the invitation code to the destination instance admin.

9. Send the invitation to the destination instance admin

Further steps should be performed on the destination instance.


10. Click Accept invitation.

11. Paste the invitation code.

12. Click Next.

13. Select the project for the incoming sync.

14. Click Confirm.


Enter an incident number and click Exalate.

When syncing your first incident, you will see the status of your sync.

Or you can close the window with and sync an incident on your own:


After clicking I don't have a URL, you can continue creating a Basic connection. 

4. Click Basic.

5. Click Copy invitation code.

You can send the invitation code to the destination instance admin.

Complete the following steps on the destination instance.

6. Click Accept invitation.

7. Paste the invitation code.

8. Click Next.

9. Select the project for the incoming sync.


10. Click Confirm.


Enter an incident number and click Exalate.

When syncing your first incident, you will see the status of your sync.

Or you can close the window with and sync an incident on your own:



Have more questions? Ask the community

See also

Upgrade a Basic connection in Exalate for ServiceNow

Set up a Script connection in Exalate for Servicenow



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