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How to set up a ServiceNow Developer Instance
How to set up a ServiceNow Developer Instance

How to setup a ServiceNow Developer account to link to Merge

Yash Gogri avatar
Written by Yash Gogri
Updated over a week ago

We’ll walk you through how you can set up your own ServiceNow developer instance. In particular, we’ll show you how to make sure your instance has both ITSM and CSM modules to test your integration with.

Setting up a ServiceNow developer instance

  1. Create a developer account here.

  2. Create a developer instance. You can find this near the top right of your home page

    1. It will take ServiceNow several minutes to get your instance set up.

    2. You should see the below screenshot once your instance is done being setup.

  3. Click Start Building to enter your instance!

    1. To access sample incidents in ServiceNow’s ITSM, click All on the top left and search for Incidents.

    2. If you do not see this page, you may need to change your user role to Admin. To do this,

      1. Click on your profile on the top right.

      2. Click Change User Role.

      3. Select Admin and click Change User Role.

  4. To find your login credentials, click your your profile in the upper right corner of the home page (!/home) and select Manage instance password.

Adding CSM to your instance

Merge integrates both ITSM and CSM modules of ServiceNow.

By default, ServiceNow adds ITSM to your instance, but does not include CSM.

To add CSM,

  1. Navigate to your instance.

  2. Click All on the top left and search for Plugins.

  3. Install all the core Customer Service Management plugins listed here.

What happens if my API calls stop working?

Sandbox environments can hibernate if not used after a day/week, and API requests don’t work while it is hibernating. It’s easy to re-activate/get the API calls to work again. Simply log back into the sandbox account!

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