Configure Connectors
What are connectors?
Connectors in Moveworks are used to communicate with your systems and establish secure access to your business applications. Each connector includes authentication methods, connection name and other system specific inputs.
These connectors are reusable and can be used to configure other capabilities for your Moveworks bot, like enterprise search, ticketing and more. Connectors make up the building blocks for any skills that you set up in Moveworks Setup.
What can you do in the Connectors module?
The Connectors module in Moveworks Setup is where you go in order to:
- View all the integrations that Moveworks supports
- Create a new connector for your system
- View your existing connectors
To get to the Connectors module in Moveworks Setup, click on Manage Connectors under Core Platform, and then click on System Connectors.
Prerequisites
Before you set up a new connector in Moveworks Setup, you must:
- Ensure you have the appropriate permission to use Moveworks Setup. You must have have either an admin or user roles assigned to you in order to create and view connectors.
- Ensure that you have provided correct access to the service account you are using for creating a connector. You can view this guide in order to find all the access requirement guides for the systems that Moveworks support. Go to the guide for the system you’re trying to set up a connector for and follow the steps in the guide to make sure you’ve provided the necessary access to Moveworks before beginning to setup the connector.
How to create a connector?
For this section we will use creating a ServiceNow connector as an example of how to create a connector.
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Go to the Connectors module in Moveworks Setup, by clicking on Manage Connectors under Core Platform, and then click on System Connectors.
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Click on Create New in the top right corner.
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You will then see a list of all the systems supported by Moveworks. Select the system you are trying to create a connector for. In this example it would be ServiceNow. If you can’t find the system you’re looking for, use the search bar on top right to search for the system. Then click on Add Creds.
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Provide the connector a name.
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Depending on the instance, provide the base URL.
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Next, select an authentication type. Please note that this depends on the configurations that you have made at your ServiceNow instance.
To learn more about creating service accounts, generating credentials and using them to create connectors, view the guides here. -
Once you have provided the credentials for your authentication type, go ahead and click Save.
Please make sure you provide the correct credentials and inputs. Once a connector is created, it cannot be deleted. Although you can have multiple connectors per system and can also edit existing connectors.
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Once you hit save, a connector will be created and be available in all other Moveworks Setup modules like Ticketing, Knowledge and Forms.
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You can return to the Connectors module to view and update existing connectors.
Updated 12 days ago