Service Exchange -- ServiceNow Service Exchange connects multiple ServiceNow instances to provide seamless support and service experiences across the ecosystem, from enterprise customers to suppliers and system integrators. Service Exchange provides a frictionless experience that makes it easy to collaborate and process requests while giving users the convenience of working in their own ServiceNow instance.
Explore -- Service Exchange helps providers, consumers, and partners connect their ServiceNow instances to build secure business workflows across the ServiceNow ecosystem.
Mismatched version support -- Providers and consumers using different versions of the Service Exchange applications can exchange and synchronize data between their ServiceNow instances.
Configuring revisions -- As a provider, you can update the configurations of remote record producers, remote task definitions, foundation data sync offerings, and create new versions that can be entitled to consumers.
Remote catalogs -- As an application developer for the provider, you can create a remote catalog item containing the services for your consumers. After you create these items, an administrator in the consumer’s instance can assign them to the consumer's catalogs and categories and then activate them, just like any other catalog item.
Remote record producers -- Remote record producers in Service Exchange for Providers are service requests published in consumer instances. They enable your consumer to request provider services through their service catalog.
Remote choice fields -- Remote choice fields provide your consumers direct access to your (provider) data in real time while they submit a remote catalog item from their instance.
Authorized users and personas -- The Authorized Users feature enables a provider to categorize remote catalog items by user personas so that only authorized users with these personas can access the catalog items. It also allows consumer admins to associate these personas to users in their instances to allow access.
Proactive cases -- Proactively notifies consumer users of case alerts and enables real-time collaboration with providers without any additional configuration in connected consumer instances.
Provider tasks -- Enable all providers using Service Exchange to be transparent and collaborative with their consumers who use ServiceNow.
Remote tasks -- Learn how you, as a provider, can resolve and fulfill multiple consumer tasks, such as incidents, cases, and service requests, by using remote tasks. Also as a consumer, you can assign the incidents to multiple providers for resolution.
Transform framework -- Use the Transform Framework to integrate tasks between two ServiceNow instances to transform remote task data in the Service Exchange application.
Journal field frameworks -- The Journal Field Framework (JFF) enables real-time synchronization of journal type fields, such as comments and work notes, between provider and consumer.
Foundation data sync -- Foundation data sync (FDS) enables structured, periodic data sharing from provider to consumer and consumer to provider instances. FDS ensures that both providers and consumers can share and receive accurate, up‑to‑date foundational data, supporting better service delivery and operational alignment.
Magic links -- Magic links enable seamless authentication from a consumer instance to a provider instance in Service Exchange, enabling consumers to access shared resources without manual login. This mechanism supports both per-user and single-user login modes and is particularly useful for HR tasks, catalog submissions, and knowledge base access.
Flow action -- Workflow Studio predefined actions help you preserve mapped variable integrity and maintain flow compatibility across configuration revisions.
Instance scan checks -- Instance scan checks in Service Exchange proactively identify issues and system inconsistencies, helping administrators maintain system health and reduce downtime. The health dashboard displays findings, errors, and check statuses, helping you quickly identify and resolve problems.
Service Exchange Center -- Service Exchange center is a unified dashboard that consolidates connection health monitoring, issue resolution, and scan check management into a single interface.
Connections -- Use the Connections tab in the Provider Center and Consumer Center to add, monitor, and manage your Service Exchange connections from a single location.
Service Exchange for Providers -- Use the Service Exchange for Providers application to create and publish service catalogs, receive and fulfill consumer requests, and integrate with consumer instances.
Configure for providers -- To set up and configure the Service Exchange for Providers application, follow these steps.
Install for providers -- If you have an admin role, you can install the Service Exchange for Providers (sn_sb_pro) application. The application includes the demo data and installations that are related to ServiceNow Store applications and plugins.
Set up a provider record -- Set up a new provider record to establish a unique identifier for the Service Exchange for Providers (sn_sb_pro) application.
User roles for providers -- Learn about the roles, skills, and tasks for the different users in the Service Exchange for Providers application.
Assign roles to groups -- Assign roles to control the actions that are available for each user. In ServiceNow, you assign roles by group rather than by individual user. When the job descriptions of users change, their roles are automatically updated.
Create catalog personas -- Create catalog user personas to control the catalog items that consumers can access on their instance.
Create remote choice definitions -- As a provider, define remote choice fields that allow consumers to retrieve choice data from their instances in real time.
Create remote catalogs -- As a provider, you can create remote catalogs to automate the task fulfillment process for your consumers.
Create a remote record producer -- Create remote record producers as part of creating a Remote Catalog in Service Exchange for Providers.
Create variables for RRPs -- Create variables for a remote record producer (RRP) in Service Exchange for Providers application.
Creating entitlements -- Using consumer criteria associated with record producers and other configurations, Service Exchange automatically generates the entitlement records that are replicated to eligible consumer instances.
Create a consumer criteria -- Using consumer criteria associated with record producers and other configurations, Service Exchange automatically generates the entitlement records that are replicated to eligible consumer instances.
Publish catalog items as RRPs -- As a provider, you can copy your local catalog items to Service Exchange as remote record producers (RRP) enabling you to avoid manual re-creation of catalog items as RRPs.
Create catalog client scripts -- As a provider, create catalog client scripts in Service Exchange to control the behavior of the catalog items when presented to your consumers.
Create a transform -- As a provider or a consumer, create a transform in Service Exchange to integrate tasks between connected instances.
Create configuration revisions -- As a provider, you can edit and create revisions of entitlements that contain updated functionality that can be developed and deployed to consumers.
Create a FDS definition -- Create an foundation data sync (FDS) offering definition to inform your consumers about the data you’re ready to share.
Acknowledge FDS offering request -- Acknowledge a foundation data sync (FDS) offering request and send a sample payload to help your consumer understand the type of data they’ll receive.
Publish a foundation data subscription -- Publish the foundation data sync (FDS) subscription to complete the foundation data sync after the consumer configures and accepts the subscription.
Accept FDS subscription for provider -- Accept a foundation data sync (FDS) subscription to complete the FDS configuration and begin receiving data from the consumer.
Use for providers -- As a provider, learn how to use Service Exchange to submit requests from the service catalog, and track order fulfillment from your ServiceNow instances.
Register a consumer from the Provider Center -- Register a consumer instance from the Connections tab in the Provider Center to establish a Service Exchange connection between your instance and the consumer instance.
Register a consumer -- Registering a new consumer in Service Exchange establishes an instance-to-instance integration between a provider and a consumer.
Off-board a consumer -- Off-board an onboarded consumer and remove all related records.
Fulfill a request -- Service Exchange Remote Catalog items are ordered from the consumer's ServiceNow instance, and they create provider tasks in each instance. The provider's agent fulfills these provider tasks in their ServiceNow instance. The data in these tasks is synchronized between instances so that they both can track the progress.
Using the Scratchpad -- The Scratchpad feature facilitates exchange of additional data between provider and consumer instances while performing Service Exchange tasks.
Enable magic links -- Configure magic links to enable consumer users to access provider instance resources directly without manual authentication. Magic links streamline cross-instance navigation by automatically handling login credentials.
Update settings for authorized users -- As a provider, you can configure the settings for Authorized Users who have been created on the consumer's instance.
Adding or creating scripts to a RRP -- As a provider, you can perform more complex tasks and gain better control over catalog requests from consumers by using various scripts in a remote record producer (RRP). Consumers must approve all scripts to use the RRP.
Reestablish connection for a provider -- After you clone your instance, you must reestablish the connection between the provider and consumer instances.
Service Exchange for Consumers -- Use the Service Exchange for Consumers application to seamlessly interact and collaborate with your providers.
Configure for consumers -- As a consumer, follow these steps to set up the Service Exchange for Consumers application in your own instance.
Install for consumers -- If you have an admin role, you can install the Service Exchange for Consumers application. The application includes demo data and installations that are related to ServiceNow Store applications and plugins.
Personas for consumers -- Learn about the different personas in the Service Exchange application.
Assign roles and personas to groups -- Associate groups with Service Exchange Personas to grant all group members access to remote catalog items, instead of assigning users individually.
Assign groups to a persona -- Assign one or more groups to a persona so that all group members can access the remote catalog items linked to that persona. When group membership changes, access is updated automatically.
Consumer registration from the Consumer Center -- Complete the registration process from the Service Exchange Connection Wizard to establish a secure connection to your provider instance.
Connect to a provider -- Complete the registration process to establish a connection to the provider instance.
Off-board a provider -- Off-board a provider connection and delete all related records.
Activate a remote task definition -- As a consumer, activate the remote task definitions in your instance so that you can create remote tasks.
Add an authorized user -- As a consumer, add new authorized users to control the access to catalog items that are entitled to you by your provider.
Attach a consumer pre-flows -- As a consumer, you can control when data should be synced between the provider tasks on the consumer and provider instances.
Add consumer variables to an RRP -- As a consumer, you can add your own variables to a provider's remote record producer (RRP) in your consumer instance using a variable set. Consumer variables are useful in a Consumer Pre-Flow for adding additional information to complete a flow.
Request FDS offerings -- Request a foundation data sync (FDS) offering from your provider to receive foundational data.
Validate FDS subscription items -- Configure the sample data received from the provider to validate a foundation data sync (FDS) subscription item.
Accept an FDS subscription -- Accept a foundation data sync (FDS) subscription to complete the FDS configuration.
Import and export FDS configuration -- Export ETL configurations for foundation data sync (FDS) from one instance to another using update sets.
Configure outbound FDS as consumers -- Foundation data sync (FDS) consumers share foundational data with a provider by creating FDS definitions, acknowledging requests, and publishing subscriptions.
Acknowledge provider's FDS offering request -- Acknowledge a foundation data sync (FDS) offering request and send a sample payload to help your provider understand the type of data they will receive.
Publish FDS subscription for a provider -- Publish the foundation data sync (FDS) subscription to complete the foundation data sync after the provider configures and accepts the subscription.
Use for consumers -- As a consumer, learn how to use Service Exchange to activate various entitlements to fulfill your requirements.
Using the Scratchpad for tasks -- The Scratchpad feature facilitates exchange of data between provider and consumer instances while performing Service Exchange tasks.
Reestablish connection for a consumer -- After you clone your instance, you must reestablish the connection between the consumer and provider instances.
Create remote tasks to sync data -- Remote tasks provide linked tasks across multiple instances and enable business workflows without any custom integrations.
Connect and Disconnect remote tasks -- Remote tasks associated with active remote task definitions enable you to sync data between two parent tasks on the provider and consumer instances.
Integrate -- Providers can use Service Exchange to publish their product offers to a consumer using a Service Exchange Remote Record Producer.
Reference -- Reference topics provide additional information about the Service Exchange data model and configuration.
Components installed for providers -- Several types of components are installed when you activate the Service Exchange for Providers application, including tables, user roles, and business rules.
Components installed for consumers -- Several types of components are installed with activation of the Service Exchange for Consumers application including tables, user roles, and business rules.
Data model -- The Service Exchange applications data model provides insight into how the tables that are used in Service Exchange relate to each other.
Data model for providers -- The Service Exchange for Providers data model provides insight into how the tables that are used in the Service Exchange for Providers application relate to each other.
Data model for consumers -- The Service Exchange for Consumers data model provides insight into how the tables that are used in the Service Exchange for Consumers application relate to each other.
Domain separation -- Domain separation is supported for Service Exchange. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Error log -- Track errors on recent transactions, provide connection status, run health checks, and provide recommendations.
Preservers and exclusions tables -- When installing Service Exchange, certain tables must be preserved or excluded to maintain connectivity after a clone.
List of scan checks -- Multiple scan checks are available in Service Exchange to help you identify issues and system inconsistencies, enabling you to maintain system health and reduce downtime.
Glossary -- A list of terms used in Service Exchange.
variable -- A list of terms used in Service Exchange.
variable set -- A list of terms used in Service Exchange.
Consumer criteria record form -- Field descriptions for the consumer criteria new record form contains information on consumer criteria new record form field values.
Catalog client script record form -- Field descriptions for the catalog client script new record form contains information on catalog client script form field values.