---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Integrating with Calendly

# Integrating with Calendly {#ariaid-title1}

* Release version: Australia
* 
* Updated May 13, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 minutes to read

Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.  
Important:  
Minimize security risks and protect information by granting access only to the necessary user or API permissions.{#integrate-with-calendly__table_box__entry__3}

| Process | Required user role in the Calendly application | Authentication scopes |
|-|-|-|
| Download subscriptions | admin | * users:read * organizations:read {#integrate-with-calendly__ul_elv_msj_fjc} |
| Pull user activity | admin | * users:read * scheduled_events:read {#integrate-with-calendly__ul_vnr_4sj_fjc} |
| Reclaim subscription | admin | organizations:write |
[Table 1. Minimal user permissions]

{#integrate-with-calendly__box-title}

## Create a Calendly OAuth application {#ariaid-title2}

Register a public application with the Calendly service so that you
can access the Calendly API using OAuth 2.0.

### Before you begin

You must have a Google or GitHub account to sign up for a Calendly developer account.

Calendly Role required: admin

### Procedure

1. Navigate to [Calendly developer portal](https://developer.calendly.com/).
   * If you already have a Calendly developer account, sign in with your credentials and go to step 3.
   * If you don't have a Calendly developer account, complete step 2.
2. **Optional:** Sign up for a Calendly developer account through your GitHub or Google account by selecting Sign Up on the Calendly Developer Site page.  
   This account isn't associated with your Calendly Google user account.
3. Navigate to AccountMy Apps to create an OAuth application.
4. Select Create a new app.
5. On the form, fill in the fields.  
   {#register-calendly-app__table_m23_hpn_fyb__entry__2}

   | Field | Description |
   |-|-|
   | Name of app | Name of your application. |
   | Kind of app | Application type such as Web or Native. |
   | Environment type | Environment type that you want to associate your application to, such as Sandbox or Production. |
   | Redirect URI | ServiceNow redirect URL. For example, https://app.example.com/auth. |
   [Table 2. Create Oauth app form]

   {#register-calendly-app__table_m23_hpn_fyb}
6. Select Next.
7. In the Scopes tab, add the following scopes as needed.  
   * users:read
   * organizations:read
   * scheduled_events:read
   * organizations:write
   {#register-calendly-app__ul_vgj_dtj_fjc}
8. Select Create.

### What to do next

Copy your Client ID and Client Secret.  
Warning:  
You must copy these values as you can't access the Client Secret again.

## Create a Calendly integration profile {#ariaid-title3}

Create an integration profile to track software subscriptions and optimize stale
licenses for the Calendly service.

### Before you begin

To create a Calendly integration profile, request the Software Asset Management - SaaS License Management (sn_sam_saas_int) from the [ServiceNow Store](https://store.servicenow.com/).

ServiceNow Role required: sam_integrator  
Important:  
You must select the Calendly Spoke check box for this integration while installing optional features on the [Application Manager](https://www.servicenow.com/docs/access?context=application-manager&version=australia&pubname=australia-platform-administration&ft:locale=en-US) page. For more information about choosing the required SaaS applications, see [Request SaaS License Management](https://servicenow-prod.fluidtopics.net/ltQ10fYPUIpL7abgEH0~7A "Request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) so that you can create and manage integrations with your SaaS and Single Sign-on (SSO) applications. You can use these integrations to track license usage and to reclaim unused licenses.").

### About this task

If you're using Software Asset Workspace, the option to create the Calendly integration profile in Core UI is inactive.

### Procedure

1. Navigate to the integration profile.

   | Interface | Action |
   | Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select Calendly Integration Profile. {#create-integration-profile-calendly__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select Calendly from the drop-down list. 4. Select Continue. {#create-integration-profile-calendly__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-integration-profile-calendly__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-integration-profile-calendly__table_v44_nq1_wmb__entry__2}

   | Field | Description |
   |-|-|
   | Display Name | Name of the integration profile. For example, <kbd class="ph userinput">Calendly Integration</kbd>. |
   | Status | Status of the integration profile. * If you have not published the integration profile, this field is automatically set to Draft. * If you have already published the integration profile, this field is automatically set to Published. {#create-integration-profile-calendly__ul_dz1_24n_xbc} |
   | Profile Type | Type of integration profile. This field is automatically set to Calendly Subscription. |
   [Table 3. Integration Profile form]

   {#create-integration-profile-calendly__table_v44_nq1_wmb}
3. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.  
   Note:  
   For more information, see [Minimal user permissions](https://servicenow-prod.fluidtopics.net/UphlxT1xaR7woKq1Y43g8w#integrate-with-calendly "Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.") table.
   1. In the Download Subscription Subflow section, verify that the Subflow field is set to Calendly Download Subscriptions.  
      Note:  
      The Download subscriptions check box is selected by default and you can't clear it.
   2. In the Calculate Activity Subflow section, verify that the Subflow field is set to Calendly Update User Activity.  
      Note:  
      The Download Activity check box is selected by default. If you clear it, the activity scheduled job SAM - Refresh \<displayname\> Activity isn't created.  
      In the Analyze user activity field, you can also select the date and time starting from when you want to analyze the user activity. By default, you can analyze user activity up to 60 days prior to the current date and view events performed by individual users from the time you create this profile.  
      Note:  
      Software Asset Management pulls the events from the time that you start analyzing user activity irrespective of the profile creation date.
      You can modify this value in the Last activity threshold field of your software reclamation rules. For more information, see [Review a software reclamation rule](https://servicenow-prod.fluidtopics.net/QjHAOC5kmvypyG1Pph5iIQ "Use reclamation rules to cancel user subscriptions that have limited to no activity.").
   3. In the Reclaim Subscription Subflow section, verify that the Subflow field is set to Calendly Reclaim Subscription.  
      Note:  
      The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.
   {#create-integration-profile-calendly__substeps_rcm_pwm_vcc}
4. Select Save.  
   Your ServiceNow instance creates a draft integration profile.

   The Connection \& Credential field appears and is automatically set to
   sn_calendly_spoke.Calendly.
5. Open the connection \& credential aliases record by selecting the preview icon ![]() next to the Connection \& Credential field and then selecting Open Record in the record preview.
6. On the Connection \& Credential Aliases form, select the Create New Connection \& Credential related link.
7. In the dialog box, fill in the fields.  
   {#create-integration-profile-calendly__table_ujr_ps1_wmb__entry__2}

   | Field | Description |
   |-|-|
   | Connection Name | Name of the connection. |
   | Connection URL | Base URL for the Calendly API. This field is automatically set to <kbd class="ph userinput">https://api.calendly.com</kbd>. |
   | OAuth Client ID | Client ID that is assigned to the public application that you registered with the Calendly service. |
   | OAuth Client Secret | Client secret that is assigned to the public application that you registered with the Calendly service. |
   | OAuth Redirect URL | URL of the OAuth provider that users are redirected to after authentication. This field populates automatically based on your instance name. |
   [Table 4. Create Connection and Credential dialog box]

   {#create-integration-profile-calendly__table_ujr_ps1_wmb}
8. Select Create and Get OAuth Token.  
   Note:  
   For the role required to perform this step, refer to the [Minimal user permissions](https://servicenow-prod.fluidtopics.net/UphlxT1xaR7woKq1Y43g8w#integrate-with-calendly "Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.") table.
9. In the Authorize App dialog box, log in to your Calendly account.  
   The dialog box closes and then you automatically return to the integration profile form.
10. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.  
    Validating the connection verifies the Download Subscriptions and Calculate Activity APIs, but not the Reclaim Subscriptions APIs.
11. After the connection is verified, select Publish.
12. In the Publish Confirmation dialog box, select OK.  
    Note:  
    If you clear the Download Activity check box after the integration profile is published, you must revalidate the connections and then republish the integration profile because the following events occur:
    * The Status field on the integration profile form changes to Draft.
    * The Validate connection button shows up on the form.
    * The current SAM - Refresh \<displayname\> Activity job gets deleted.
    {#create-integration-profile-calendly__ul_adf_2v3_ddc}
{#create-integration-profile-calendly__steps_xcy_2xj_bpb}

### What to do next

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.  
After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operationsUser subscriptionDirect integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:

* Software Models
* Unrecognized Subscription Identifiers
* Scheduled Jobs
* Scheduled Job Results
* Software Subscriptions
* Subscription Identifier Exclusion Rule
* Subscription User Exclusion Rule
{#create-integration-profile-calendly__ul_gxp_qfk_rfc}

After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see [Subscription exclusions for SaaS and SSO applications](https://servicenow-prod.fluidtopics.net/kwS~TWLEZdf67e7UjappHg#subscription-exclusions "Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.").

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see [Create a child alias to set up multiple integration profiles](https://servicenow-prod.fluidtopics.net/o5L0ctEzWkFYzYxMhh78ew "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://servicenow-prod.fluidtopics.net/QjHAOC5kmvypyG1Pph5iIQ "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
Create software entitlements for the automatically generated software models to track used software against owned software.

* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management Core UI](https://servicenow-prod.fluidtopics.net/8ZR9KWQ1FY73pUmBw_wZRQ "Create entitlements in the Software Asset Management Core UI application to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://servicenow-prod.fluidtopics.net/ZvL7kERffOGQ6dpBU_744w "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://servicenow-prod.fluidtopics.net/rw30KUYxwGuwCDdFtc0mOg "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-integration-profile-calendly__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://servicenow-prod.fluidtopics.net/K_GziLbR~smXeeWp0kcdNw "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://servicenow-prod.fluidtopics.net/Ct5YAvsPFESpnVaeLwu5_w "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation in Software Asset Management classic](https://servicenow-prod.fluidtopics.net/Pic766RsbcGCoP1GsB_9RA "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://servicenow-prod.fluidtopics.net/SUHzxdFqMeO8rQemacW3sA "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-integration-profile-calendly__ul_qgf_zhr_sqb}

*[\>]: and then


