ServiceNow CMDB sync

Enterprise

ServiceNow sync is included in the Enterprise plan.

If ServiceNow is your source of truth for which team owns which cloud account, point CloudOptify at it — groups stay aligned with the CMDB without manual upkeep.

Connecting ServiceNow

1. Go to Integrations → ServiceNow Sync.
2. Enter your instance URL and credentials with read access to the relevant CMDB table.
3. Map the fields CloudOptify should read — at minimum the group/team name field and the account/subscription ID field.

The ID field works like the file import column: it matches both Azure subscription GUIDs and AWS 12-digit account IDs, so one CMDB field can drive cross-cloud groups.

Running a sync

• Manual — click Sync now to pull the current CMDB state.
• Each sync creates/updates groups and assigns subscriptions and accounts to match the CMDB.

The sync log

Every sync is logged: when it ran, teams created/updated, Azure subscriptions and AWS accounts assigned, and unmatched IDs. Unmatched values usually mean the account isn’t selected in Cloud Connections yet.

Note

Sync updates membership to mirror the CMDB. Hand-built groups that don’t come from the CMDB are left alone — both can coexist.