Practical Jira ServiceNow Integration Use Cases for Your Business

Jira ServiceNow integration use cases

Organizations use myriad tools to manage their operations efficiently. Among these essential tools, Jira and ServiceNow stand out as the pillars of productive development, IT service management, and beyond.

However, the true potential of these platforms can only be realized when they work together. A Jira ServiceNow integration can make work and tasks flow between these platforms without hiccups. The end result would be streamlined workflows and superior customer services. 

Frequently, conceptualizing such an integration requires a deep understanding of how it could be represented in a tangible, real-world context.

We’ve put together a guide that would take you along for a practical ride with a lot of real-world applications of integrating Jira with ServiceNow. 

So let’s hit the pedal!

The Need for a Jira ServiceNow Integration 

Jira and ServiceNow are powerful tools for project tracking and IT service management. 

But they can be even more powerful when integrated. Here are some of the challenges that can be solved with a Jira ServiceNow integration:

  • Siloed workflows
  • Duplicated efforts
  • Lack of real-time insights
  • Unreliable data

A Jira ServiceNow integration can help you overcome these challenges by automating data exchange between the two systems. This ensures that all stakeholders have the data they need when they need it, and that data is accurate and reliable.

Integrating Jira and ServiceNow can also help you improve your team’s efficiency and productivity. By automating tasks and workflows, you can free up your team to focus on more strategic work.

If you’re looking to improve your team’s performance, a Jira ServiceNow integration is a great place to start.

We’ll uncover real-world examples of integrating ServiceNow and Jira, where complex workflows can intertwine with everyday tasks, making work life a breeze.

Jira ServiceNow Integration Use Cases

In this section, we’ll take a deep dive into a few examples of Jira ServiceNow integration based on how teams use these systems. Additionally, we’ll cover how MSPs can connect with their customers through integrations. 

The aim is to foresee how integrating Jira and ServiceNow can solve real-world challenges. If your organization shares similar needs, you’ll soon learn why this integration is the missing piece to optimize your workflows.

For every use case, we’ll give a short summary of the potential business impacts you can expect. 

Incident Management

Picture this: A critical incident (urgency=1) occurs in your IT infrastructure. With integration, the incident is automatically created in both Jira and ServiceNow. You can also automatically trigger the incident based on the urgency and assignment group to a Jira issue. You can also pass on SLA information for additional context. 

When the incident lands in Jira, it already has the “Highest” priority. 

Your IT team swiftly handles the incident in ServiceNow, while your dev team simultaneously tracks the issue progress in Jira. Collaboration and efficiency at its best. 

Organizational Benefits

incident management benefits

Let’s have a look at some specific occurrences in the IT and dev departments and how integration can save the day! 

1. Network Outage Resolution

A telecommunications company experiences a network outage affecting thousands of customers. As soon as the monitoring system detects the issue, an incident is raised in ServiceNow. With a Jira ServiceNow integration, an issue is raised automatically in Jira with all the necessary comments, attachments, work notes, etc. 

2. Website Downtime Mitigation

An e-commerce company’s website experiences downtime during a major sales event. An IT team creates an Incident in ServiceNow, which is reflected as a Jira issue, where the dev team tracks it for resolution. 

3. Managing the Security Breach Response

A cybersecurity breach is detected, and the incident response team in ServiceNow starts their investigation. With a Jira ServiceNow integration, an incident issue is created in Jira to engage the dev team in remediation efforts. 

Change Management

Change is the only constant in IT. Integration ensures change requests are seamlessly transitioned into Jira for implementation. 

Scenario: Your e-commerce platform needs upgrading. A change request is entered in ServiceNow to initiate the upgrade, which is then synchronized with Jira. The Jira issue can contain the reason for the change, the priority, the risk, the change type, the change category, and any other additional information as required. 

Organizational Benefits

Change management benefits

Problem Management 

Problems can be complex and recurring. With a sync between Jira and ServiceNow, the dev team in Jira is immediately aware. They can work with the IT team together to find lasting solutions, preventing recurring issues. 

Scenario: Your IT team notices recurring issues with your company’s email server. A problem record is created in ServiceNow to investigate the root cause and the status is transitioned to “Assess”. This creates a trigger for the dev team and a Bug/ Problem (issue type) is created for the same. Both teams exchange work notes, comments, attachments, and other important data to get to the bottom of the problem. 

Organizational Benefits

problem management benefits

Release Management

Coordinating software releases is important and often tricky. Integration helps you plan, track, and execute releases seamlessly. Everyone has full visibility, ensuring smooth deployments. 

Scenario: Your software development team is preparing for a major release. ServiceNow initiates a release request, which triggers the creation of a release plan in Jira.

Organizational Benefits

release management benefits

We’ve seen the service side of things. Now, let’s factor in another interesting use case at the enterprise level. 

A Jira ServiceNow Integration Case for MSPs/ MSSPs

In today’s dynamic business landscape, Managed Service Providers (MSPs) play a crucial role in delivering continuous and improved IT services to their customers. Often, these MSPs rely on popular applications like Jira and ServiceNow to manage their internal workflows efficiently. 

However, when it comes to serving their customers, who might be using a completely different system, the need for integration becomes apparent. In this context, let’s explore the significance of integrating Jira and ServiceNow for MSPs and their clients.

The MSP Challenge

MSPs have a dual responsibility: managing their own operations and ensuring the smooth functioning of their customers’ IT environments. This means dealing with multiple instances of Jira or ServiceNow, leading to potential silos, communication gaps, and inefficient processes.

Organizational Benefits

With an integrated Jira ServiceNow environment, they can experience a few key benefits: 

organizational benefits of Jira ServiceNow Integration for MSPs

Having grasped the possibilities of integrating Jira and ServiceNow, let’s explore its practical implementation. 

Technical Implementation of a Jira ServiceNow Integration

It’s important that you view Jira ServiceNow integration as akin to any other business project, necessitating meticulous planning and flawless execution. 

Some key factors to keep in mind during the integration implementation:

Data Mapping and Transformation

With a substantial amount of data residing in your applications, it’s essential to have a well-structured strategy for accurately mapping fields between Jira and ServiceNow. Specify precisely which Jira fields should align with ServiceNow fields and vice versa.

Account for the differences between the data structure and formats between the two platforms. Create data transformation rules or routines to convert data from one format to another when necessary. 

Integration Methodology

There are various methods of implementing a Jira ServiceNow integration. 

API-Based Integration

One of the most common methods for Jira-ServiceNow integration is leveraging their respective APIs. Both Jira and ServiceNow provide robust APIs that allow you to programmatically interact with the platforms. This approach enables real-time data synchronization and automation of various processes.

Middleware Solutions

Alternatively, you can explore middleware solutions like Exalate or IntegrationHub, which offer user-friendly interfaces for creating integrations without extensive coding. These platforms can simplify the integration process for non-technical users.

Before choosing a solution, it is imperative to understand their benefits. 

Exalate is a highly customizable, robust, secure, and scalable integration solution that offers integrations between multiple platforms like Jira, ServiceNow, GitHub, Salesforce, Zendesk, Azure DevOps, etc. It supports decentralized integration where each integrating side has full and independent control over data exchange. This distributed architecture makes it a perfect candidate for cross-company integrations. 

Its unique offering is a low-code script mode that enables users to implement deep integrations between Jira and ServiceNow or between other platforms it supports. 

It also has some custom integration offerings to target a wide variety of businesses and users, like Exalate for peer-to-peer integrations or the Exalate for MSPs program. Getting started is easy—just set up a call with our integration experts and talk about what you need.

As opposed to IntegrationHub’s Jira Spoke, which allows ServiceNow to connect with Jira, Exalate is a cheaper and more versatile option. You can find an in-depth comparison of both these solutions here. 

Get the Maximum Out of Your Jira ServiceNow Integration

Implementing the integration is the next step. Try the solutions for free, get a POC, do a cost-saving analysis, and be sure of the technology you choose. It can be a deciding factor for a make-or-break integration. 

Additionally, a Jira ServiceNow integration project requires consideration of security features like OAuth tokens, encryption mechanisms, access control, etc. 

Error handling and monitoring are equally important, as they allow you to test your integration in the staging environment safely without worrying about how it’ll affect your production data. 

Using monitoring tools to keep an eye on the health and performance of your integration is also necessary.

And most importantly, you need to be able to customize the connection using a scripting engine that supports AI suggestions using NLP prompts.

Let’s have a look at how you can implement a Jira ServiceNow integration using Exalate. 

Implement a Jira ServiceNow Integration in 5 Easy Steps

Step 1: Request a Free Trial and Install Exalate on Jira and ServiceNow

Since Exalate has a distributed architecture, you need to install it on Jira and ServiceNow

The starting point can be either of the two systems.

Alternatively, you can also start your installation process from the Exalate integrations page. Select your system, fill in your basic details and our team will get back to you with your Exalate node.

Note: You also have the option to install Exalate for ServiceNow as a bridge app using an update set. Detailed instructions for Docker installation are available here.

Step 2: Connect Jira and ServiceNow

After completing installations on both instances, you need to establish a connection between Jira and ServiceNow to enable data exchange.

You can start setting up the connection from either end, as the Exalate user interface remains consistent. In this example, we’ll commence from the ServiceNow side.

1. Navigate to the “Connections” tab in the Exalate admin console and click “Initiate connection.” You’ll find a list of your existing connections here. If this is your first connection, the screen will be empty. 

exalate connections

2. Enter the URL of the destination instance (Jira in our case).

Configuration modes in Exalate

3. Select the mode of connection (Basic or Script mode) for ServiceNow-Jira integration.

– Basic Mode: Predefined sync rules for simple use cases. The sync rules cannot be configured. It comes with 1,000 free syncs per month. 

– Script Mode: Offers extensive flexibility through low-code Groovy scripts on both sides. These decentralized scripts can be configured to sync a variety of entities in Jira and ServiceNow. You also get to work with AI Assist, a virtual assistant for generating scripts based on natural language prompts.

We’ll discuss the Script Mode in this section. 

4. Enter the connection details. Give a name to the local and remote instances, edit the auto-generated connection name if required, and add some description. Proceed to “Initiate” the connection. 

connect servicenow and jira

5. An invitation code is generated that acts like a secret key to authenticate the destination. Copy the invitation code and click “Done”. 

invitation code ServiceNow Jira sync

6. Next, proceed to your Jira instance. Under the “Connections” tab, click “Accept invitation” this time. 

Paste the code you have just copied. 

accept invite code

7. Select the Jira project under which you want to sync the ServiceNow entities. 

8. Once completed, your successful connection will look like this, and you can proceed to “Configure Sync.”

ServiceNow Jira integration successful

Step 3: Define Synchronization Rules

Sync rules govern the flow of information between Jira and ServiceNow and dictate its mapping. Access the “Configure Sync” button, which leads to a screen with four tabs: Rules, Triggers, Statistics, and Info.

In this section, we’ll delve into the “Rules” tab, while the “Triggers” tab will be covered in the next section.

The “Rules” tab comprises “Incoming sync” and “Outgoing sync” sections, determining what information goes in each direction and how it’s mapped.

Sync rules in Jira

Configuring sync rules is straightforward, allowing you to comment, delete, or uncomment lines for specific syncs. Additional features, such as toggling between light and dark mode, script expansion/collapse, and script copying, enhance your customization options.

Features like auto-complete, syntax highlight, code formatting, error highlight, and debugging integrated with the Monaco editor assist in your scripting journey with Exalate.

Sync rules in Jira

After configuring the sync rules, you can perform a manual sync to ensure the connection functions correctly before proceeding.

Configure Scripts Using AI Assist

You can also use Exalate’s Script mode with AI Assist, which appears as a chat window in both your incoming and outgoing sync rules tabs. 

How does it work?

Just type your sync requirements into the chat, and AI Assist will generate scripts based on your input, existing configurations, and Exalate’s scripting API.

Let’s say you want to map and sync statuses between Jira and ServiceNow. You can use the following prompt in the incoming sync side on Jira:

“Create a status mapping that sets New to Open, Working to In Progress, and Closed to Done in the Jira incoming configuration.”

AI assisted Jira ServiceNow integration

The generated script will be highlighted in green and red. Green indicates suggestions to include, while red indicates suggestions to delete. 

You can accept or reject these suggestions—or continue working to refine the prompt. Once everything looks correct, publish your changes.

Note: The AI assistant is not perfect. So, make sure to review the changes and test the connection before implementing them.

Step 4: Set Up Automatic Sync Triggers

Triggers enable the automatic exchange of information between Jira and ServiceNow based on specific conditions.

Access the “Triggers” tab in the configuration screen and click “Add Trigger.”

The “Add Trigger” screen allows you to define triggers for issues and other ServiceNow entities, utilizing the platform’s native query language (e.g., JQL for Jira and ServiceNow’s advanced search syntax).

integration triggers

Write trigger queries independently at both ends to match your requirements and activate the triggers. You can edit them later if necessary.

Remember to “Publish” any changes made to the connection in steps 4 and 5.

Step 5: Sync, Modify, Improve, Repeat!

The process doesn’t end here. Following steps 1 to 5 ensures that your synchronization is operational. However, as requirements evolve, it’s essential to customize your connection and fine-tune triggers. Continuously test and validate the connection to prevent issues in production, and repeat these steps as needed.

Given our expertise in deep integrations, we’d like to share some advanced Jira ServiceNow integration use cases implemented using Exalate.

Advanced Jira ServiceNow Use Cases Implemented Using Exalate

Here are some advanced scenarios we put into action:

Share Jira issue details as work notes in ServiceNow

Exalate allows you to share standard data from standard fields such as description, title, attachments, etc. But what if you have an issue field without a direct equivalent in ServiceNow?

The answer is to sync the entity or field as a work note in the ServiceNow object. This will give the team using ServiceNow better visibility without having to log into the other side’s Jira instance.

All you need is to add a simple code snippet to control the outgoing and incoming sync on both Jira and ServiceNow.

issue.comments = commentHelper.mergeComments(issue, replica, {it.internal = true})
if (!firstSync && previous?.summary != replica.summary){ isssue.comments = commentHelper.addComment(“Summary is now: ” + replica.summary, false, issue.comments)}

You can read more about this specific use case and obtain the full configuration option.

Connect a ServiceNow Customer Case with a Jira Epic

To get all the contents of a ServiceNow case to go to a Jira epic, you have to map the entities and fields you want to go over.

The code on the ServiceNow incoming side would look something like: 

...
if (entityType == "customerCase") {
  ...
  customerCase.correlation_id = replica.key
  customerCase.u_issue_link = "https://targetjira/browse/" + replica.key
}

if (entityType == "Problem") {
  ...
  problem.correlation_id = replica.key
  problem.u_issue_link = "https://targetjira/browse/" + replica.key
}

Once the trigger conditions are met, The customer case will go over to Jira as an epic, while the underlying problem will become a story.

Transfer SLA Details from a ServiceNow Incident to a Jira Issue

Whenever a ServiceNow incident is created by a customer, the SLA information should be synced to the correct Jira issue in a user-defined field. The information should include the name of the SLA, the state of the incident, and the time of the breach.

if(firstSync){
  issue.projectKey   = "UD"
  // Set type name from source issue, if not found, set a default
  issue.typeName     = nodeHelper.getIssueType(replica.type?.name, issue.projectKey)?.name ?: "Task"
}

issue.customFields."SLA Info".value = ""
for(int i=0; i<replica.slaResults?.size; i++){
    issue.customFields."SLA Info".value += "Name: ${replica.slaResults[i].name} \n Breach Time: _${replica.slaResults[i].breach_time} \n State: ${replica.slaResults[i].stage} \n\n"
}

So when the agent on ServiceNow creates the task SLA and fills out the details, the admin on the Jira side will get a summary in the attached issue.

Synchronize Time-Related Data between Jira and ServiceNow

When an incident is raised in ServiceNow, it is automatically escalated to Jira, where an Epic is created. The Epic is then broken down into stories, which have time estimates and the actual time spent information.

This helps teams estimate the amount of time and money spent on development activities geared toward resolving the incident.

Conclusion

A Jira ServiceNow integration goes beyond using connecting software — it empowers businesses to excel operationally, optimize resources, and provide better services. We’ve explored its uses in incident, change, problem management, and service requests, as well as its benefits for MSPs.

The technical implementation involves choosing the right integration solution and ensuring  security and reliability. With the right Jira ServiceNow integration solution, organizations can pave the way for a more agile, efficient, and customer-centric future.

Frequently Asked Questions

How do I link Jira and ServiceNow?

There are a few ways to link Jira and ServiceNow. You can use a third-party tool like Exalate, or you can use the native integration between the two platforms using REST APIs. With Exalate, you can create your own sync rules to map fields between the two platforms and set automatic sync triggers. 

What are the benefits of integrating Jira with ServiceNow?

Integrating Jira with ServiceNow streamlines issue resolution enhances collaboration between development and IT teams, reduces duplicate work, improves data visibility, and enables better reporting. This integration optimizes resource allocation, automates workflows, ensures compliance, and ultimately reduces operational costs for organizations.

What are the common use cases for a Jira ServiceNow integration? 

Common use cases for a Jira-ServiceNow integration include aligning ITSM and development processes, streamlining incident management, automating change requests, enhancing cross-team collaboration, and improving reporting and analytics. This integration helps organizations efficiently manage IT operations, resolve issues, ensure compliance, and make data-driven decisions by synchronizing data and workflows between the two platforms.

What are some advanced use cases for a Jira ServiceNow integration?

Advanced use cases for a Jira-ServiceNow integration include bi-directional data synchronization for complex workflows, custom workflow automation with conditional triggers, and real-time incident resolution tracking. You can always discuss your use case with our integration experts.

Recommended Reading:

How to Synchronize a Zendesk Ticket to Multiple Jira Cloud Instances

sync multiple zendesk tickets a jira issue

This article was originally published on the Atlassian and Zendesk Communities

If you use Zendesk and Jira Cloud, you may want to synchronize tickets between the two platforms. This synchronization can help you keep track of customer issues and ensure they are promptly addressed.

To synchronize a ticket to multiple Jira Cloud instances, you can use Exalate. Exalate is a third-party tool that allows you to connect different software applications and sync data between them.

The Use Case

When a customer ticket arrives in Zendesk, it is automatically synced to multiple Jira Cloud instances. 

For the purpose of this use case, we consider one Zendesk instance and two Jira Cloud instances, the yellow (Y) Jira and the Blue (B) Jira. We will sync the ticket from Zendesk to instance Y in two different projects, project A and project B. We will also sync the ticket with instance B.  

zendesk to jira link

We need an advanced integration solution to achieve this kind of flexibility, allowing us to sync a single entity to multiple locations. 

The solution we will use here is called Exalate. 

Exalate: A Customizable Integration Solution

Exalate is a unique integration solution that supports synchronization between multiple platforms like Jira, Zendesk, Azure DevOps, Salesforce, ServiceNow, etc. 

It has some features that make it an ideal solution for implementing complicated integrations: 

  • It uses an advanced scripting engine based on low-code Groovy scripts. This lets users implement custom configurations. 
  • It has a decentralized integration architecture. This allows you to control the source and destination information independently. 
  • It has security features like single-tenant architecture, JWT tokens, encrypted data, etc. This makes it secure by design. 
  • It has an embedded retry mechanism. This helps you resume your synchronization from the point at which it was interrupted. 

Let’s implement the use case with a step-by-step process using Exalate. 

Note: You can watch the video here

How to Connect a Single Zendesk Ticket To Multiple Jira Cloud Instances Using Exalate?

Step 1: Install Exalate on Zendesk and All Jira Cloud Instances. 

To use Exalate to sync a single ticket to multiple Jira Cloud instances, you must install it on your Zendesk and all Jira Cloud (Y and B) instances. Exalate is a decentralized integration solution that requires all integration parties to install the application on their platforms. 

exalate on marketplace

You can install Exalate for Zendesk from the Zendesk marketplace and Exalate for Jira from the Atlassian Marketplace

exalate zendesk marketplace

Step 2: Create Connections Between the Zendesk and Jira Instances

Now, you must connect all the instances together. Connect the Zendesk instance to the Jira Y instance (project A and project B) and also to the Jira B instance. 

The following connections must exist: 

  • Connection Zendesk – Jira Y (project A)
  • Connection Zendesk -Jira Y (project B)
  • Connection Zendesk -Jira B

This way, there can be any number of Jira instances you can connect to. 

The process to set up a connection using Exalate is simple and straightforward. One side initiates the connection, and the other side accepts the connection invitation. It doesn’t matter which side starts initiating the connection; the interface remains the same. 

We’ll start all the connections from the Zendesk instance.  

Head to the “Connections” tab in the Zendesk Exalate admin console and click “Initiate connection”. 

exalate for zendesk

Enter the destination Jira instance Y URL. 

Configuration modes in Exalate

You’ll be prompted to choose between three Exalate modes. The Basic and the Visual Mode are no-code modes, whereas the Script mode is a low-code mode based on Groovy scripts for simple to complex use cases. 

Select the “Script mode” and click “Next”.

Enter the connection details. We are keeping the connection names as per the list above. In this case, the connection name is Zendesk – Jira Y. 

exalate initiate connection

An invitation code is generated. Copy it. Click “Done”.

exalate invite code

Open the Jira Y instance’s Exalate console, and this time, click “Accept invitation” under the “Connections” tab. 

Paste the invitation code in the text box. 

exalate invitation code

Select project A, the project in which the Zendesk ticket must arrive. 

invite project a

That’s it. You have connected your Zendesk instance to Jira Y (project A). 

established connection

Proceed to create the remaining connections in a similar manner. 

Step 3: Set the Sync Rules for Information Exchange

Once all your instances are connected, you can configure the sync under the “Rules” and “Triggers” tab. These tabs appear when you click “Configure sync” after the connection is established or when you edit the connection.  

outgoing sync exalate

Sync rules govern the information flow. You can specify the fields you want to sync under this tab. You can choose to sync all fields or select only specific ones. You can also choose the direction of the sync. 

After making changes to the sync rules, click the “Publish” button to save them. 

Upon specifying the entity fields you want to sync, proceed to the next important step. 

Step 4: Create Triggers for Syncing Zendesk Tickets to Jira

After the initial groundwork, it’s now time to sync a single Zendesk ticket to multiple Jira instances

You must create “Triggers” in Exalate to implement such conditions of information exchange. 

exalate triggers

Click the “Triggers” tab. Then, click “+ Create trigger”. 

Note: You can also create triggers from the Exalate admin console’s left-side menu. 

The “Add trigger” modal pops up. 

Note that this modal is present for the Zendesk and all the Jira instances, so you can control the sync from any direction in any way you want. 

The triggers are created in the platform-native query language. For instance, you need to use Jira Query Language (JQL) for Jira and Zendesk search syntax for Zendesk. 

We want the ticket to go from Zendesk to Jira, so click the trigger screen shown below for Zendesk. 

exalate add trigger

Enter the search query. Here, we are syncing the tickets that have been assigned the label = “sync”. You can create all kinds of conditions depending on your requirements. For example, sync an “Open” ticket assigned to a specific user, having a label = “sync”. 

Note: If you’re creating triggers from the left-hand Exalate console, you need to select the connections we have created in Step 2 and activate the trigger.

Do this for the remaining connections too. 

You’re all set for now.  You can keep configuring the sync rules and the triggers as your demands change with time. 

Step 5: View the Status of Your Sync

Exalate will start synchronizing all the tickets based on the trigger conditions you’ve set in Zendesk over to the Jira cloud instances. Comments, attachments, labels, etc. will synchronize according to the sync rules configured in Step 3. 

You can create a ticket in Zendesk and assign Tags = sync to it. 

create ticket zendesk

Exalate will pick this up automatically and start syncing the ticket to all the Jira instances. Appropriate status messages will be displayed when the ticket is being transferred to Jira.  

exalate status messages

You can view the sync status in the Exalate panel present under the ticket view in Zendesk and the issue view in Jira. 

zendesk jira sync

Conclusion

Syncing a single Zendesk ticket to multiple Jira cloud instances is a relatively straightforward, albeit tricky process. By following the steps outlined in this article, you can ensure that your tickets are always up-to-date and your teams have the information they need to resolve issues quickly and efficiently.

Recommended Reading:

Enterprise Integration Platforms: Making Your Business Systems Click

enterprise integration platform

In today’s data-heavy world, organizations want to adapt quickly and evolve at a relentless pace. There is a need for interconnected systems through which data flows faster and more efficiently. This is where enterprise integration platforms step into the spotlight. 

They offer a unified solution to the intricate web of applications, data sources, and workflows that power modern organizations. 

Join us in this blog post as we explore the what and how of enterprise integration platforms and discuss their transformative potential, key benefits, and the pivotal role they play in fostering collaborations within and across organizations. 

What is Enterprise Integration?

In a typical organization, you might use various software applications and systems that handle different aspects of your business operations, such as customer relationship management (CRM), enterprise resource planning (ERP), supply chain management, human resources, finance, and more.

And to stay ahead in this hyper-competitive global market, you need to deal with IoT, modern APIs, big data, etc. 

All these applications, systems, devices, and data sources exist to serve common business objectives. However, these different systems may lack the ability to talk to each other resulting in information silos and widespread operational inefficiencies. Employees using these applications feel overwhelmed navigating through so many of them to ensure they run smoothly and get the required information. Any updates they make in one system must be manually replicated in another. The technologies remain siloed, and businesses lack a holistic view of critical data. 

As enterprises deploy more of such applications, hosted on-premise or on public or private cloud or outsourced to a third-party service provider, data silos grow exponentially. 

Enterprise integration or EAI (Enterprise Application Integration) refers to the process of creating smart connections between different software applications, systems, and data sources, enabling them to share data and functionality. 

data between systems

Key Building Blocks of Enterprise Integration

There are various methods and technologies to integrate your enterprise applications. 

  • Application Programming Interfaces (APIs): APIs provide a standardized way for different applications to communicate with each other. By exposing specific endpoints, applications can request and exchange data, trigger actions, and interact smoothly. You can also use API integration for real-time data exchange between your systems. 
  • Middleware: Middleware acts like a software layer that sits between applications and systems. It enables data exchange by translating data formats and protocols, ensuring compatibility between disparate systems. 
  • Enterprise Service Bus (ESB): ESB acts like a centralized hub that manages communication between various applications. It simplifies integration by providing a common platform for routing messages, transforming data, and other integration tasks. 
  • Message Queues: Message queuing enables asynchronous communication between applications. Messages are first sent to queues from where applications retrieve and process them at their own pace. Message queues help manage high data volumes and ensure reliable delivery. 
  • Data Integration: This involves combining data from multiple data sources to provide a unified view. It includes technologies like Extract, Transform, and Load (ETL) processes, data warehouses, and data lakes. 
  • Enterprise Integration Patterns: These consist of technology-independent answers to common integration problems. The patterns establish a standard vocabulary that developers and application architects can use to define integration strategies. 
  • Business Process Automation (BPA): Integration isn’t just about data; it’s also about automating business processes across multiple systems. BPA tools can orchestrate complex workflows, ensuring tasks move efficiently between systems and departments. 

To understand enterprise integration in the present digitally-active world, let’s discuss how it has evolved over the past. 

Evolution of Enterprise Integration Models

Point-to-Point Integration

It all started with basic point-to-point connections between two different applications or systems, aka Peer-to-Peer Integration. But this simple approach became unwieldy and hard to manage with a growing number of connections. 

Hub and Spoke Integration

Then came a central integration hub acting as a mediator between systems, connecting the spokes to the hub directly rather than to each other. However, this model faced scalability issues. 

ESB (Enterprise Service Bus)

ESBs introduced a more standardized approach where a centralized hub managed communication between different systems. We’ve already seen how it works. 

Distributed Integration

With the advent of cloud computing and web APIs, integration expanded beyond organizational boundaries. A centralized approach no longer worked. Integration now involved connecting cloud-based services with on-premise systems, enabling hybrid environments. 

These evolved integration needs required a distributed, agile, and event-driven approach that responded instantly to changes. HIPs (Hybrid Integration Platforms), Microservices, and API-first integration took center stage at this point and changed the way enterprises handled integrations.  

The evolution of these models reflects the ever-changing landscape of technology and business needs. For this complex business landscape, you need a comprehensive solution for connecting various systems within your organization. 

What Are Enterprise Integration Platforms?

The solution I’m referring to is called an enterprise integration platform (EIP). It plays a critical role in overcoming the challenges posed by enterprise integrations. 

Challenges of Enterprise Integrations

Enterprise integration, while immensely beneficial, comes with its fair share of challenges. 

Some of these challenges include:

  1. Complexity: Integrating diverse systems with varying data formats, protocols, and technologies can be complex and time-consuming. Managing the intricacies of different systems’ requirements and ensuring compatibility can be a significant challenge.
  2. Data Consistency: Maintaining data consistency and accuracy across integrated systems is a constant challenge. Discrepancies can lead to errors, incorrect decision-making, and a lack of trust in the integrated information.
  3. Security and Privacy: Integrating systems can expose your sensitive data to potential security vulnerabilities. Ensuring your data remains secure throughout the integration process is crucial, as breaches could lead to significant consequences.
  4. Scalability: As your organization grows and you add more systems, the integration architecture should be able to scale without compromising performance. You must ensure that the integration solution can handle increased data volumes and system interactions.
  5. Legacy Systems: Many organizations have legacy systems that weren’t designed with modern integration in mind. Integrating these systems can be particularly challenging because of their outdated technologies and lack of support for standard integration protocols.

To overcome these challenges, you need careful planning, a deep understanding of your organization’s goals and requirements, the right technology choices, skilled personnel, and a commitment to continuous improvement in the integration process.

Enterprise Integration Platforms: An Answer to Integration Challenges

Enterprise integration platforms (EIPs), sometimes called EiPasS (Enterprise Integration Platform as a Service), are comprehensive software solutions designed to offer a range of tools, services, and functionalities to address the challenges of integrating disparate enterprise systems.

These platforms provide a centralized framework that enables organizations to establish communication between diverse IT systems and streamline data exchange, process automation, and workflow optimization. 

Enterprise integration platforms (EIPs) offer a wide range of benefits to organizations. 

Benefits of Enterprise Integration Platforms

Here are some key benefits of using EIPs:

  • Facilitate the smooth exchange of data and information between different systems and applications within an organization. With real-time data synchronization and access to up-to-date information, organizations can make informed decisions more quickly. 
  • Automate workflows and reduce manual data entry and repetitive tasks, enhancing operational efficiency.
  • Enable a unified view of customer data across different systems, leading to a more comprehensive understanding of customer needs and preferences. This allows organizations to provide more personalized and tailored customer experiences.
  • Scale to accommodate new systems, applications, and data sources. This flexibility supports business growth without requiring extensive reengineering.
  • Organizations often work with multiple vendors and partners. EIPs enable integrations between various external systems and facilitate data exchange with external stakeholders.
cloud to desktop

Enterprise integration platforms have matured with technological advances to make them future-proof. Let’s discuss the features that can enable you to leverage them to their full potential. 

Key Features of Enterprise Integration Platforms 

Distributed Integration Capabilities

We’ve already discussed the evolution of enterprise integration models and the need for scalable, agile, and rapid integrations.

A distributed integration architecture will ensure that you have complete and independent control over your integration capabilities. The systems in such an architecture would be loosely coupled, ensuring scalability and maintainability in the long run. 

Data Handling

Data handling is pivotal to integrating enterprise applications, especially when it flows through multiple sources in an enterprise. A key feature of an enterprise integration platform must be transforming the data into the required format, enabling real-time data exchange, maintaining data integrity, and ensuring it’s available to the right people at the appropriate time. 

Security

Maintaining your enterprise’s integration security is of paramount importance. Enterprise integration platforms must ensure that robust security measures like data encryption, authentication and authorization techniques, secure transfer protocols, etc., are in place. They must also have the requisite certifications like ISO 27001:2002, etc.

Some EIPs offer unique security features like single-tenant architecture for the required isolation of network, process, and file space, or offer decentralized integration for integrating with external parties. 

Cost 

The burst of cloud-based applications has exposed consumers to multiple pricing models. So you can pay per. seat, pay as you go, pay per node, or choose a flat rate. Plus, EIPs have modeled their pricing based on these customer demands. You can, therefore, take a POC, prepare a cost-saving analysis, and rightly convince the top management to make an informed decision. 

It’s also important to understand the total cost of ownership of the EIP. The upfront cost of a platform might be tempting, but not factoring in ongoing maintenance, licensing, training, and potential customization costs can lead to budget overruns.

Deployment Models 

Another result of the competitive digital space is hybrid work environments. This is especially true for transaction-intensive environments like financial systems, where maintaining servers behind firewalls is common. EIPs are Hybrid Integration Platforms (HIPs) that allow you to connect your cloud applications with on-premise ones, maintaining the right balance between these ecosystems. EIPs push the envelope and allow you to connect your legacy systems with modern cloud-based ones. 

Ease of Use

Enterprise-wide operations are critical and huge, involving multiple applications, people, processes, and workflows. Enterprise integration platforms must be able to offload people from having to learn yet another gigantic EIP tool and let them concentrate on tasks that matter. Hence, EIPs must be easy to use, and users need to have a quick onboarding experience. 

Customized Enterprise Integrations

While integrating enterprise-wide applications, businesses want to set their own rules according to their use case. They want granular control over how and what data should flow between multiple applications. They most probably want complex workflow orchestrations between internal and external teams or partners. Enterprise integration platforms must be able to provide such customized integrations.

For this to happen, some EIPs choose to offer low-code options for utmost flexibility in addition to predefined integration patterns. 

You know what features you want but it’s also important to know what you don’t want while hand-picking an EIP. 

What Not to Ignore When Picking an Enterprise Integration Platform

Here are some things you must not ignore while making this important decision:

  • Don’t ignore business needs. It is one of the biggest mistakes in selecting an enterprise integration platform. You must identify your integration requirements, current and future, to ensure the platform aligns with your business goals.
  • Don’t ignore scalability. A platform that works well for your current integration needs might not be able to handle increased loads in the future. Failing to consider scalability can result in disruptions and migration hassles down the line.
  • Don’t ignore vendor support assessment. Adequate vendor support is crucial. If the platform provider doesn’t offer reliable and timely support, you could find yourself struggling with technical issues without proper assistance.
  • Don’t underestimate integration types. Different integration types (batch, real-time, APIs, etc.) work for different scenarios. Failing to understand these variations can lead to poor performance and inefficiencies.
  • Don’t go for the hype. Choosing a platform solely based on industry hype or trends without evaluating how it aligns with your organization’s needs can lead to disappointment and underwhelming results.
  • Don’t ignore migration. If you’re migrating from an existing integration platform, overlooking the migration process and associated challenges can lead to data loss, disruptions, and extended downtime.

Avoiding these common mistakes can save you from unnecessary challenges and ensure a successful enterprise integration process.

We’ve curated a list of a few leading enterprise integration software solutions that might help you make an informed decision. 

graphs and ideas

Top 7 Enterprise Integration Platforms

Mulesoft Anypoint Platform

MuleSoft Anypoint Platform’s comprehensive suite of tools enables businesses to design, build, manage, and monitor integrations using APIs, connectors, and various integration patterns. The platform’s API-led approach facilitates the creation of reusable APIs that enhance agility and scalability, enabling businesses to adapt to changing technological landscapes. 

Dell Boomi

Dell Boomi stands as a prominent cloud-native integration platform, empowering organizations to link applications, data, and processes. Boomi’s user-friendly interface facilitates the design of integrations using a visual approach, reducing the need for complex coding. Its comprehensive capabilities span application integration, data synchronization, B2B/EDI management, and API connectivity. 

SnapLogic

SnapLogic offers an intuitive drag-and-drop interface and simplifies integration complexities, enabling users to create intricate workflows without extensive coding. The platform supports a range of integration patterns, including real-time event-driven scenarios and batch-oriented processes.

Exalate 

Exalate is a synchronization and integration platform designed to connect and synchronize data between different task management tools. Exalate enables bidirectional data exchange between platforms like Jira, ServiceNow, GitHub, Salesforce, Azure DevOps, and more.

It’s based on a distributed architecture making the integration more scalable and robust. It has an in-built scripting engine based on Groovy-based simplified code that allows you to implement complex enterprise integration use cases. 

The scripting engine of Exalate is now powered by AI. This AI Assist feature helps you generate integration scripts for different use cases by simply entering the requirements in the chat window. Just type in your requirements, review the scripts AI generates, refine if required, and publish your changes.

Jitterbit 

Jitterbit offers a robust integration platform designed to link applications, data sources, and business processes with ease. Its emphasis on simplicity and efficiency is evident in its pre-built connectors and straightforward interface, enabling users to quickly construct integrations without complex coding. Jitterbit’s platform supports various integration scenarios, including cloud and on-premises applications, data synchronization, and API connectivity. 

Workato 

Workato is an integration and automation platform that enables businesses to seamlessly connect applications, automate workflows, and streamline processes. With a focus on no-code and low-code capabilities, Workato empowers users to build integrations and automate tasks without extensive technical expertise.

The platform supports a wide range of applications, both cloud-based and on-premises. Workato’s strength lies in its ability to orchestrate complex workflows, trigger actions based on events, and enable data synchronization across systems.

Informatica

The Informatica platform encompasses a range of capabilities, including data integration, data quality, data governance, master data management, and more. It allows organizations to connect, transform, and move data across various sources and targets, ensuring data accuracy and consistency.

With a strong emphasis on data governance and security, Informatica helps organizations comply with regulatory requirements and maintain data integrity throughout its lifecycle. 

Future of Enterprise Integration Platforms 

The future for integration platforms connecting enterprise applications is bright thanks to technological innovations and evolving business needs. 

Here are some key trends shaping the future of enterprise integration platforms.   

  • Hybrid and Multi-cloud Integration: With businesses leveraging a mix of on-premises and cloud-based solutions, integration platforms will focus on connecting these diverse environments, ensuring smooth data and process synchronization across hybrid and multi-cloud setups. 
  • AI and Machine Learning Integration: Enterprise integration platforms will incorporate AI and machine learning capabilities to automate data mapping, detect patterns, and predict potential integration issues. 
  • IoT Integration: As the Internet of Things (IoT) ecosystem grows, integration platforms will facilitate connections between IoT devices, sensors, and data streams with core business systems. 
  • Low-Code/ No-Code Integration: The decentralization of integration will continue through low-code/ no-code platforms, empowering non-technical users to create and manage integrations, and accelerating development cycles. 

Conclusion

If innovation is the driving force behind your organization, your success will hinge upon your ability to make your business processes, data, and applications collaborate. 

Enterprise integration platforms have emerged as the bridge that connects the silos of isolated systems and technologies into seamless business operations. They have transcended the realms of mere tools and become the new era of collaboration and efficiency. 

As you stand at the crossroads of the present and the future, choosing the right integration platform is crucial for ensuring your organization’s survival and success. 

Frequently Asked Questions

What is enterprise integration and why is it important?

Enterprise integration refers to the process of establishing connections between various enterprise applications, systems, and data sources. It ensures that different departments, technologies, and business processes can work in tandem with each other. 

Enterprise integration is important to enhance operational efficiency, reduce data silos, and improve decision-making by providing a holistic view of organizational data. 

What are enterprise integration platforms?

Enterprise integration platforms are software frameworks that enable organizations to connect and unify their diverse systems, applications, and data sources. These platforms provide tools for designing, implementing, and managing various integration flows, allowing for seamless communication and data sharing between different parts of the organization. 

What is an example of EAI (Enterprise Application Integration)? 

An example of Enterprise Application Integration (EAI) is when a company uses EAI to connect its Customer Relationship Management (CRM) system with its Inventory Management system.

This integration allows real-time updates of customer orders and inquiries to be automatically reflected in the inventory levels, ensuring accurate order fulfillment and reducing the risk of overcommitting or underdelivering on products. The EAI helps improve operational efficiency and provides a unified view of customer interactions and available inventory across the organization.

Recommended Reading:

Integration Security: Safeguarding Your Data in Connected Systems

integration security

In today’s interconnected world, integration has become the backbone of business operations. However, as data travels between platforms, safeguarding it becomes paramount. 

In this blog post, we delve into Integration Security, exploring the vital measures and best practices to protect your data in the connected landscape. 

Understanding Integration Security 

Integration is necessary to make your business teams and processes work together smoothly. It allows your systems and applications to talk to each other and ensure data exchange without any errors. 

In the physical world, just like security guards protect your valuable assets and goods, in the virtual world, integration requires security measures to safeguard your valuable data.

Integration security is a set of measures and protocols implemented to ensure the secure transmission and processing of data between different platforms, companies, or teams. It makes the data exchanged between your interconnected systems safe and sound. 

integration security

Securing your integration has a few main goals: 

  • Data Confidentiality. You need to ensure that sensitive business data like customer information, financial records, or intellectual property remains confidential and is accessible only to authorized parties in the integration process. This involves encrypting the data during storage and transit. 
  • Data Integrity. You need to ensure that the data remains unaltered and accurate during and after the integration is implemented. Integration security uses various techniques to check if your data remains unaltered during the exchange. It’s like giving your data a digital virtual fingerprint through hash functions and checksums to ensure it hasn’t been tampered with. 
  • Data Availability. Securing your integration will ensure your data is available when you need it. This involves data storage at multiple locations and regular backup mechanisms to avoid data loss or service interruptions due to hardware failures, downtimes, or cyber-attacks. 

Having goals is a good starting point to secure integrations, but it also means you must be aware of how insecure integrations would impact your business. 

How do Insecure Integrations Affect Businesses? 

Insecure integrations can be a primary target for cybercriminals seeking to exploit vulnerabilities and gain unauthorized access to sensitive information. A successful data breach can lead to severe consequences, including financial losses, reputational damage, and legal implications for your business. 

Lack of authentication and access control mechanisms can lead to users gaining access to critical systems. It can result in data manipulation, service disruptions, or even data theft. 

Integrated data may get corrupted during transmission, leading to inaccurate information processing, in turn impacting business decisions and key insights. 

Let’s look at an example of a popular retail corporation that faced a security breach and how it impacted its business. 

Target Data Breach (2013)

In 2013, attackers gained access to Target’s networks through a third-party vendor’s credentials. The hackers exploited weak integration security between the vendor’s system and Target’s network to install malware on the point-of-sale (POS) systems. The breach compromised the credit and debit card information of over 40 million customers and the personal information of around 70 million individuals. 

To minimize the business impact of insecure integrations, you must take into account a few challenges.  

Common Integration Security Challenges

A few common integration security challenges that need attention are:

  • Data mapping, transformation, and validation issues: Ensure the data you want to exchange is mapped accurately and is aligned between the systems under integration. Also, ensure it has been transformed correctly and adapted to the destination format and requirements. The exchanged data must be accurate and error-free.
  • Complexities of integrating legacy systems with modern applications while maintaining security: Handling technology differences between legacy applications and modern ones requires thoughtful planning and implementation. Also, ensuring security measures are consistent across the entire integration ecosystem is paramount. You need a unified security approach to avoid weak links in the chain. 
  • Vulnerabilities and Patches: You must manage vulnerabilities and ensure the timely application of security patches across integrated systems. 
  • Identity Management: You need to ensure consistent identity management practices across all integrated systems. 
  • API Security: You need to ensure the Application Programming Interfaces (APIs) used for integration are protected against API-based attacks, like API injections or token-based vulnerabilities. You also need to be protected against brute-force attacks or denial-of-service (DoS and DDoS) attempts. These impact the performance and availability of the integrated systems. 

Many of the above challenges we discussed exist for integrations across departments, teams, and applications within a single company.

But how do you handle security challenges posed in a Managed Service Provider or more importantly, in a Managed Security Service Provider setup? 

Integration Security Challenges in an MSP or MSSP Setup

Intra-company integrations must be secure. There is no second-guessing here. But the security threats, challenges, and potential risks that exist when you connect with applications across company borders are exponential. This is because of the inherent nature of cross-company integrations, for instance, MSPs connecting with their customers and external systems. 

We’ll see why this stands true by reflecting on some security challenges in an MSP environment:

  • Filtering out internal and external information is essential. Before commencing the actual integration effort, it is essential to provide a detailed account of proper information classification and the methods to achieve it.
  • Identifying messages containing private information and not pushing it across to the receiving system is important. This is especially true in an MSP setup where there are high chances of private information being sent over and misused. 
  • Assessing the security posture of third-party companies you want to integrate with is essential. This can also include certain compliance or regulatory requirements that the integration process must adhere to. 

Note: You can explore how MSSPs like NVISO use secure integration solutions for deep ticket integration to gain a competitive advantage. 

Addressing these challenges requires a comprehensive integration security strategy. 

Best Practices for Secure Integration

You can enhance the security of integrations by following a few best practices:

Implement Authentication and Authorization

Employ Role-Based Access Control (RBAC) to ensure the right users have access to the integrated systems. 

Use MFA (Multi-Factor Authentication) wherever possible for an added layer of security for user access. 

Use Secure Communication Protocols 

Employ secure protocols like HTTPS (TLS/ SSL) to ensure information is encrypted while in transit. 

Use updated and strong encryption algorithms. 

Secure APIs and Endpoints 

Authenticate and authorize API calls so the right users can gain access to the APIs. 

Use OAuth tokens, API keys, and JWT (or JSON Web tokens) for secure API access and authorization. 

Monitor and Log Activity 

Use robust monitoring mechanisms to record integration activities like API calls, user interactions, etc. 

Enable log management to keep track of potentially suspicious activities and respond promptly to them. 

Perform Regular Security Audits and Reviews 

Conduct security audits/assessments and penetration testing on integrated systems to identify vulnerabilities. 

Regular cloud security assessments provide insights into security gaps and help organizations proactively address risks before they can be exploited.

Ensure timely security updates and patches. 

You can think about developing a vulnerability management program in order to formalize your approach to auditing and monitoring integrated systems. It is easier to stay on top of security responsibilities if there is a clear framework in place for you to follow and a determined set of tools and processes to implement. 

Limit Data Exposure 

Limit the data exposed through integrations to only what is necessary for the operation.

Apply data anonymity or pseudonymization techniques to protect sensitive data. 

Establish Error Handling Mechanisms

Ensure proper error handling mechanisms are in place and no sensitive data is displayed in error messages. 

Provide meaningful yet generic error messages. 

Apply the Principle of Least Privilege

Grant the minimum required privileges to the user of the integrated system or service. This ensures users do not take advantage of their privilege and gain access to information not within their purview. 

Secure the Data 

The general approaches you can take for securing the data are:

  • Use tokens to protect sensitive information. These are random data strings with no decipherable relationship to the original data. They are usually stored at an external data source. 
  • Mask data for unauthorized users. It means converting the data into a format that appears authentic but is useless to intruders. It includes shuffling, substituting, deleting, or scrambling the data. 
  • Encrypt the data during storage and transit. It includes converting plain text into ciphertext using secret encryption keys, ensuring secure transmission and decryption at the destination. 

Train Employees and End Users

Conduct regular security awareness training to educate users, admins, and other stakeholders about integration security best practices

Encourage them to report any suspicious activities or potential security threats. 

Stay Updated With Security Best Practices 

Stay informed about the latest security trends, industry standards, bugs, and vulnerabilities in the integrating systems. 

It’s essential to ensure that security blends seamlessly with the integration process and the integrating systems become an innate aspect of the overall security. 

While doing so, finding a secure integration solution is equally important. 

Factors to Consider While Choosing a Secure Integration Solution

Here are some key factors to consider when selecting a secure integration solution:

  • Standard security mechanisms: Tools that support the standard security mechanisms we discussed in the previous section:
    • Authentication and Access control, 
    • Encryption, 
    • Vulnerability and Patch Management,
    • …. 
  • Decentralized Integration: Integrations, like all aspects of technology, undergo continuous evolution. The challenge lies in managing evolving workflows that change only at one end of the integration. Decentralized integration offers a solution by granting you independent and granular control over your end of the integration. This allows you to maintain the confidentiality of shared information with external companies without having the burden of communicating every change to them. We’ll discuss this in detail later. 
  • Robustness: Tools that support robust integrations that withstand downtimes and system failures in a graceful manner are important. Having integrated retry mechanisms that start the integration from the point of failure will keep you secure against potential vulnerabilities and enhance data accuracy. 
  • Ease of integration and configuration: The tool must be easy to integrate with your existing systems and applications, minimizing the impact on your development and operational workflows. 
  • Scalability: Tools that can handle the required scale of your integration environment without compromising performance or introducing bottlenecks must be selected. 
  • Vendor Reputation and Support: Research the reputation of the tool’s vendor, read reviews, and ensure they offer customer support and regular updates to address emerging security concerns. 
  • Cost-effectiveness: Evaluate the total cost of ownership for the tool, including licensing fees, maintenance costs, and potential productivity gains or losses. 

By carefully evaluating the integration solutions based on these factors, you can select the most suitable option to fortify your integration landscape.

One such solution we’ll discuss here is Exalate

Exalate: A Third-party Tool Providing Secure Integrations in a Distinct Manner

Exalate is a fully customizable and secure integration solution that supports multiple popular platforms like Jira, Salesforce, Zendesk, Azure DevOps, GitHub, etc. 

Its customization capabilities are powered by a scripting engine. The Script mode is based on Groovy scripting and can help you implement different types of advanced integration use cases.

This mode is now powered with AI where you can use simple natural language prompts to generate scripts. Behind the scenes, Exalate’s AI-assisted integration will take into consideration your current sync configuration, your input, and its scripting API.

We’ve addressed all security concerns related to the AI Assist feature and compiled everything for you in one single place.

It implements all the standard security mechanisms like HTTPS, JWT-based tokens, role-based access control, etc. 

But what makes it unique are some features we’ll discuss now. 

Decentralized Integration

Exalate supports decentralized integration. With the help of specialized processors, it filters and transmits only the necessary information between applications. Thus, you can exclude sending or receiving unwanted data, as can your clients, ensuring both security and peace of mind at both ends.

decentralized integration

In decentralized integration, both systems retain control over the information they share and handle incoming data selectively to prevent unauthorized access. The approach grants you full control over your sync without relying on the other side’s admin. It ensures a robust and resilient integration that can adapt locally without informing the other system. Such autonomy leads to fewer concerns about potential sync issues and system failure, making the integration more reliable and less susceptible to downtimes. 

This is different from what most of the centralized solutions out there have to offer. 

Distributed Architecture

Exalate maintains decentralized integration using a distributed architecture, where each integrating application has its own Exalate node that translates information exchanged between the systems. 

In the following setup, there are two Exalate nodes, one for each instance (e.g., Jira, Salesforce, ServiceNow). 

Exalate's decentralized architecture

When synchronizing from the blue instance to the green instance, the information is securely sent to the blue instance’s Exalate app, and then transmitted to the green instance’s Exalate app. After which, it is applied locally on the green instance and then acknowledged back to the blue instance. 

Such a distributed approach ensures that both ends control access to their Exalate app and manage integration configurations independently. 

For a detailed understanding of the Exalate architecture, refer to this security and architecture whitepaper

Loosely Coupled Systems

Systems in a distributed environment are inherently loosely coupled. As integrations develop over time, having tightly coupled systems leads to unnecessary overheads and dependencies. 

In a tightly coupled setup, the software components are dependent on each other, and the failure of a single component can lead to a cascading failure of the dependent ones. Loosely coupled systems can overcome such a single point of failure. They also enable us to modify a single component without affecting the other involved components. It makes the systems scalable, flexible, and easy to maintain, as you can add new integrations smoothly.  

Single-Tenant Architecture

Most cloud deployments are implemented with a multi-tenant architecture, which uses shared infrastructure to fulfill necessary functions. Consequently, such an arrangement might run the risk of blending your data with that of your competitors, who might gain unauthorized access due to system bugs.

To mitigate this risk, the Exalate engineers made the decision to implement a single-tenant architecture. 

Under this approach, each instance of the Exalate application and its corresponding environment supports only one application. Such an isolation ensures that every instance operates within its own distinct process space, file system, network, and database, entirely segregated from all other instances.

Secure by Design

Exalate integrates security vulnerability scanning at every step of its development, deployment, and operation. It proactively identifies security issues right from the moment a developer starts writing code, ensuring a robust and secure foundation for the entire system.

Sync Queues

Exalate uses sync queues on both integrating ends to enable an asynchronous sync process. Each sync event is processed through the sync queue and applied in the same order as its initiation at the other end. Such an approach guarantees that all modifications are implemented correctly, even during periods of system downtime or failure. 

Additionally, Exalate incorporates a built-in retry mechanism, which facilitates recovery from any failures and allows the synchronization to continue seamlessly from the point of interruption. 

Other Security Policies and Processes

Any customer data in the Exalate cloud is encrypted in transit and at rest. Offline backups are encrypted for each tenant. 

In Exalate we choose to delegate the authentication and authorization to the underlying platform as this allows consistency (in access management).

You can report any vulnerability, concern, or incident either on the support portal or via an email to [email protected].

Note: You can refer to our security questionnaire in case of any doubts. 

Now we’ll explore the upcoming trends in integration security. 

Future Trends in Integration Security

Technology has advanced, and businesses are becoming increasingly reliant on interconnected systems. So integration security is evolving to meet the growing challenges of safeguarding data and ensuring seamless transactions. 

AI-Powered Insights in Threat Intelligence

Artificial Intelligence (AI) is revolutionizing the landscape of cybersecurity, and its potential impact on integration security is immense. AI-powered threat detection systems can continuously monitor data flows, patterns, and anomalies in real time. By leveraging machine learning algorithms, these systems can detect potential security breaches, unauthorized access, and suspicious activities, enabling swift responses to mitigate risks.

Zero Trust Architecture

Zero Trust Architecture (ZTA) is emerging as a future-forward approach to integration security. ZTA assumes that no entity, whether inside or outside the network, can be trusted inherently. It enforces strict access controls, multi-factor authentication, etc., thereby significantly reducing the attack surface and enhancing overall security.

Container Security

Containerization, mainly using technologies like Docker and Kubernetes, is becoming prevalent for deploying and managing applications. Ensuring container security is crucial, and future trends will focus on enhancing container isolation, vulnerability scanning, and runtime protection.

Conclusion

Integration security works like a shield that fortifies the bridges between systems, ensuring data remains safe and reliable. It helps businesses to embrace integration wholeheartedly while safeguarding valuable data. 

And with secure integration solutions like Exalate, businesses no longer need to worry about potential cyber-attacks or data breaches. They can unlock the full potential of interconnected systems, driving growth in the modern business landscape. 

Frequently Asked Questions

Why do I need to integrate my applications? 

You need to integrate your applications to enable smooth data exchange, streamline business workflows, improve productivity, and provide a unified user experience. Integration allows your systems and teams to work together cohesively, eliminating data silos and enhancing overall efficiency.

What is integration security, and why is it important?

Integration security is securing data during the process of connecting different applications, systems, and platforms. It is essential to safeguard sensitive information, maintain business continuity, comply with regulations, and defend against cyber threats.

How to secure integrations between software applications? 

To secure integrations between software applications, you can employ measures such as encryption, secure APIs, authentication, access controls, regular vulnerability scanning, and continuous monitoring. Regularly update software and patches to mitigate potential security risks.

Recommended Reading:

How to Get the Most out of Your Workflow Integration

workflow integration

We’ve all juggled multiple applications and dealt with data discrepancies while executing business processes. Workflow integration and automation ensure that your data flows smoothly and accurately between software stacks.

The aim of this process could be to exchange specific data sets or to get certain applications to interact seamlessly in real time.

In this blog post, we’ll explore workflow integration and discuss how companies integrate workflows and automate them. Finally, we’ll discuss a few best practices.   

Let’s work with the flow!

What is Workflow Integration?

Workflow integration is the process of connecting multiple applications, usually via their APIs (application programming interfaces). Once connected, data can easily flow between them, ensuring accurate transmission and enabling teams to accomplish their work more efficiently. 

Instead of constantly switching between applications, workflow integrations free up your teams to focus on more meaningful tasks and responsibilities—which makes it indispensable for businesses looking to increase their operational efficiency.  

workflow integration

Interdepartmental (or multifunctional) collaborations or cross-company integrations do not happen with independent workflows. They happen through integrated workflows.

During my experience with a startup, my colleagues and I were committed to establishing effective workflows and ensuring a harmonious alignment between people, applications, and tasks to achieve desired results. 

You look at the latest sales report and make decisions based on that. They can be as straightforward as the one we just discussed or as intricate as resolving client tickets through custom builds and releases. 

To put it simply, workflows are a sequence of actions that occur in a specific order, where each step triggers the next one. They can be carried out by machines or humans, all with the aim of accomplishing a specific result.

But integrating workflows is not only about moving data between systems: it’s also about automating repetitive and mundane tasks. For instance, notifying a support agent via Slack when a particular client raises a ticket -– this is called workflow automation.

Workflow Integration Vs. Workflow Automation

Workflow integration involves connecting applications through their public APIs to pass data back and forth. Workflow automation involves setting up triggers or events to perform workflow-related activities without human intervention.

And guess what? A fully automated workflow can span teams, companies, and applications, making for a better and more efficient business experience.

workflow automation

Here’s a real-life example to make things crystal clear: Jira and GitHub are integrated, allowing them to exchange data. This integration itself is an example of workflow integration. 

Now, imagine a support ticket is raised in Jira, with the label “todevteam.” It automatically gets passed to the dev team working in GitHub. This automatic transfer of the ticket based on the label is a prime example of workflow automation in action.

What are the Benefits of Integrating Workflows?

Before we discuss the benefits, let me give you an overview of how we did things at the startup where I used to work. 

Work-Life Without Workflow Integration

We used Zendesk to track and resolve customer tickets and Jira for project management. Here’s a breakdown of how our workflows worked:

  • When the customer had an issue, they would create a ticket in Zendesk. 
  • The support agent investigated the problem and determined if it needed escalation to the project management team. 
  • If yes, the agent composed a detailed email to the project manager including the relevant ticket information. 
  • Sometimes, the project manager would discover some discrepancies in the information and would email the support agent back for clarification. 
  • The support agent would then provide any additional information required. 
  • Once the project manager had a clear understanding of the issue, they would assign it to a developer, and work on the ticket would begin. 
  • The support agent after a week would often lose track of the current ticket status, prompting them to send multiple emails to get an update. 

Due to such dependencies, our teams became misaligned, and the right people could not get the information they needed. The employees couldn’t work at their best and had to move between applications or find information by asking their colleagues for it. They also manually recorded data in multiple apps. 

So what did we do to address these challenges? We explained the benefits of workflow integration to our top management. By implementing workflow automation and integration, they can: 

  • optimize and standardize business processes and minimize (human) blockers. 
  • have happier employees who work efficiently on things that matter. 
  • speed up complex (or repetitive) business workflows or processes.
  • increase transparency and visibility between teams.
  • improve operational efficiency.

We had to cite a few examples where workflow integrations were put into action. 

Workflow Integration Examples

We asked them whether our HRM software integrates seamlessly with our payroll app or whether our sales and marketing teams are aligned and connected. 

We also gave some more examples of workflow integration:

Intra-Company Workflow Integration

This is the process of integrating workflows and processes that exist within an organization between teams, departments, divisions, etc.

  • HR teams always have intricate workflows for employee onboarding to deliver a standard experience to all new employees. For instance, when a new employee is onboarded an automatic IT request is raised. 
  • Sales teams will benefit from workflow integration and automation for common sales tasks like quote creation, contract approvals, purchase orders, etc. 
  • Service teams can enhance the quality of service delivery to achieve a coherent customer experience. Integrating service workflows can reduce incidence resolution time and MTTR (mean time to repair), translating into a unified IT service environment. 
  • Integrating CRM workflows such that sales and marketing teams are aligned can improve customer-centric metrics and the overall employee experience. For instance, ERPs can be integrated with CRMs to pass useful buying insights to the sales team.

Subsequently, we posed another question: Can our teams effectively communicate and collaborate with teams from external companies?

Cross-Company Workflow Integration

You’ve probably come across situations where teams from different departments want to share information using their everyday applications. We’ve discussed how integrating their workflows can facilitate this information exchange. 

integration between workflows

But what if the information needs to go beyond the company’s borders? How can you coordinate workflows with teams working in other organizations?

Once again, the solution remains unchanged: using workflow integration.

Let’s say you decide to outsource software development to a remote team working on GitHub. However, your engineering team still wants to stay updated on project issues, releases, and test cases through Jira. By integrating the software development workflow, you can have real-time status updates, access pull requests and commits, track work logs, review comment history, and more. And all the relevant stakeholders can access the information they need on both platforms anytime.

Integrating Workflows in an MSP Setup

Managed service providers (MSPs) are excellent candidates for workflow integrations since their workflows are spread across multiple SPs. It’s like connecting all the dots to create a smooth and efficient workflow. 

Service providers typically use their applications, and establishing connections with them is often a hassle. However, integrating their workflow with those of their customers, partners, or suppliers is akin to having a well-oiled machine that ensures smooth operations and keeps everything running seamlessly.

Picture this: you have your service providers for various tasks, from monitoring network performance to resolving customer issues. Workflow integration and automation between their applications will eliminate unnecessary bottlenecks and ensure nothing falls through the cracks. Everyone knows and gets status updates on what’s happening in real time. It’s all about maximizing productivity and delivering top-notch service to your valued clients.

And just like that, we come to our next question. 

What approach should we take when integrating workflows? Is it straightforward? Ideally, yes, but practically, it’s often not as simple as it seems.

How Can I Implement Workflow Integration?

Companies often try a lot of things and take time before deciding on how to implement workflow integrations. 

Let’s discuss a few workflow integration approaches.

App-Native Workflow Integrations

Most of the modern apps built today support out-of-the-box integrations with other popular platforms. These are often available at a lower price or come free with your subscription. They have pre-built integration templates that communicate internally with the platforms’ public APIs. So they can make the job easier for you on the front end. 

There are many native workflow integrations that can be integrated with other tools. For instance, IT service desk solutions effortlessly integrate with apps like Dropbox, Jira, Slack, etc. 

These native integrations might be enough to meet your requirements if you have to orchestrate a simple workflow. But they might not always be able to automate complex workflows.

Sometimes, companies might also have applications that have plateaued over a while and don’t provide readymade connections with other apps. Then what? 

Build a Custom Workflow Integration In-house

You can build and maintain your workflow integration with the help of your IT team. It is also called peer-to-peer (or point-to-point) integration. So it’s easier to connect with your favorite reliable supplier using their system’s public web data APIs

Such an approach safeguards the security of your integration since you build the bare bones. You can also program the integration to automate complicated workflows with ease. So it’ll always be suitable for your requirements. 

The downside of this approach is the teams involved in building it. They need to spend time maintaining or making changes to the workflow integration tool. Not to mention, building the integration from scratch would take up most of the time anyway. 

It’s not only humans who are the issue here, but also the time and other resources required in bulk for building custom workflow integrations. After all this, only a few of your team members would know how to work with the in-house solution. Please don’t ask me what happens when they leave! 

A lot of resources are needed for workflow integration with open APIs. And you might not have the required resources available every time. 

At least my company didn’t. And so they followed a smarter approach.

Use 3rd Party Solutions for Building Workflow Integration

With the burst of cloud apps, third-party workflow integration solutions offer the advantage of multiple pricing models. So you can pay-per-sync or pay-per-instance, whatever suits your requirements.

They handle the integration security for you by implementing different security measures, such as encryption, HTTPS use, role-based access control, etc.

With third-party solutions, you only configure the integration once (while setting it up) and then leave it in their able hands. Since they are experts and do what they do best, they can expedite your integration efforts. 

They also have a range of offerings you can choose from: various deployment options, pre-built integrations, tailor-made custom scripts for different integration needs, and much more. 

The Most Reliable Workflow Integration Solutions 

I’ll introduce you to a few popular workflow integration tools in this section. 

Zapier

With Zapier, you can create workflow automation called Zaps to connect multiple applications you use daily. It automates repetitive tasks and leaves you working on things that matter. It’s a no-code platform, so anyone without a technical background can use it just as easily. 

Zapier workflow automation

For instance, marketing teams can streamline their lead management by connecting Salesforce with Slack, LinkedIn, or Google Ads. 

Power Automate

Power Automate, by Microsoft, believes in empowering employees to automate workflows and business processes using low-code, drag-and-drop tools. It provides guided recommendations for creating your flows and helps you decide what to automate. It also enables you to create intelligent automation through generative AI capabilities. 

Power automate for workflows

For instance, you can send a customized email when a new file is added to a specific Sharepoint document library. 

Exalate 

Exalate is a solution that supports both workflow integration and automation. It’s the only solution in the market to have a decentralized and scalable architecture such that each connecting side has independent control over information that is sent and received.

It also supports Groovy-based scripts for automating complex workflows uni or bi-directionally. With Exalate’s AI Assist, you can generate scripts faster by entering a detailed prompt and using the output.

Its distributed architecture makes it ideal for integrating workflows for MSPs or MSSPs since autonomous control is a defining factor for them. You can also avail of an Exalate for SP package that helps you set up an Exalate network so none of your providers or customers feel left out. 

Automate.io

With Automate.io, you can create bots to automate tasks across multiple apps. You can create triggers to execute a set of actions, considering delays and adding business logic if required. 

automate.io workflow integration

So you can create automatic email invoices anytime someone buys from an e-commerce website. 

Workato

Workato is a workflow integration and automation platform with a unified interface across multiple applications. It boasts 600+ pre-built connectors, 1000s of ready-to-use workflows, and proven architecture. 

Workato integration for HR workflows

Workato can help automate your HR workflows of onboarding, recruitment, etc. 

We were at the end of our discussion with the top management and decided to wrap the day up with a few best practices. 

Best Practices for Reliable and Optimized Workflow Integration

Integrated workflows are low maintenance if developed with careful planning. They also evolve with changing business needs. 

Here are a few workflow integrations for smooth business processes:

  • Identify workflows that you want to integrate. Usually, these are the ones that have multiple teams (or companies) using multiple platforms at different stages of the workflow. 
  • Involve the right people from the beginning. Since workflows, as we saw, are people-driven, having all the stakeholders in the decision-making can speed up the process.
  • Go for native integrations wherever applicable and use third-party solutions to fill the gap where they don’t serve. Also, select a solution that’s easy on your wallet. 
  • Optimize, validate, measure, and continuously improve the workflow integration and automation process.  

So did we obtain the results we were seeking? A simple answer is yes, an elaborate one is we are continuously improving our automated workflows. 

Conclusion

Workflow integration and automation have become important for fast-paced businesses today. By connecting various applications, systems, and processes, workflow integration eliminates manual tasks, reduces errors, and enhances collaboration among teams.

While workflow integration brings numerous benefits, it’s important to approach it strategically. Understanding the specific needs of your organization, choosing the right integration tools, and implementing integration in a thoughtful manner are key to achieving success.

In a world where agility and efficiency are paramount, workflow integration is no longer a luxury but a necessity.

Frequently Asked Questions

What are workflows?

Workflows are predefined sequences of tasks or steps that outline how a particular process or operation should be executed. They provide a systematic approach to managing and automating complex processes, ensuring efficiency, consistency, and collaboration among team members or systems.

What is workflow integration?

Workflow integration refers to incorporating different workflows from various systems or applications into a unified and streamlined process. It involves connecting and coordinating the execution of tasks across different tools, platforms, departments, or companies, enabling seamless data flow and collaboration.

Why is workflow integration important?

Workflow integration streamlines processes improves efficiency, enhances collaboration, and automates repetitive tasks, leading to cost savings, better decision-making, and an overall improved experience for employees and customers.

What is the difference between workflow integration and workflow automation?

Workflow integration refers to the process of connecting different workflows or systems to enable seamless data flow and collaboration.

Workflow automation, on the other hand, involves using technology to automate specific tasks or entire processes within a workflow, reducing manual intervention and improving efficiency.

How do I integrate workflows?

You can either choose to build a custom workflow integration in-house or use native ways to integrate apps and automate workflows. However, these approaches are rigid and lack flexibility and scalability to accommodate workflow changes to evolving datasets. The best way to integrate workflows is to use third-party solutions like Exalate that offer flexibility and scalability without any additional overheads.

What are some popular workflow integration software?

There are a lot of workflow integration solutions available in the market. Some of them are Zapier, Automate.io, Exalate, Workato, etc. Choose a software that can handle your most complex workflows without draining your wallet.

Recommended Reads:

ITSM Integration: Simplify Your IT Services Like Never Before

ITSM integration

You might be looking for ITSM integration because you’re already tired of managing multiple ITSM tools and struggling to keep track of all the data these tools generate. Well, you’re in the right place. IT Service Management (ITSM) integration can help optimize your IT services and bring calm to the chaos. And I will cover everything about it in this article.

I’ll start with the basics, helping you understand ITSM. I’ll then dig further into the ITSM integration story, discussing some case studies and common mistakes we should keep an eye out for.

So let’s dive in! 

What is IT Service Management (ITSM)? 

When you think about an IT department in an organization, you might often think it’s all about providing hardware and software services, but in reality, IT services are much more complex.

What are IT Services?

IT services are things that IT teams provide to help organizations and their customers achieve their goals. These services can often include managing customer networks and data centers, developing and maintaining customer applications, or providing technical support and troubleshooting assistance.  

Overall, these services can be either business services, application services, or infrastructure services. Sometimes, organizations choose to build some of the services in-house or outsource them, depending on the availability of resources. 

Either way, these services need to be managed in a structured and automatic manner so the IT department in your organization can focus on more important tasks. 

ITSM: an Introduction

First things first: what does ITSM stand for and what does it mean? ITSM (Information Technology Service Management) helps organizations create a framework for delivering IT services in a structured and consistent way. It has changed the way IT is delivered in organizations. 

From handling service requests to managing customer incidents or bugs, all the way to delivering self-service information to customers and employees, it covers every aspect of planning, designing, and improving services in an IT organization. 

Think of it as an ongoing practice for managing IT services – providing the right services to the right people, at the right time, in the right way, when they need them. 

The ITSM framework aims to deliver world-class services and create value for customers. In doing so, it has identified key processes or areas that help manage and maintain IT services. 

We’ll discuss a few important ones here: 

  • Incident and Problem Management: The key objective is to reduce the time it takes to detect an incident and resolve it, minimizing the impact on the customer. Incidents and problems are different.

    Problems refer to the underlying root cause of incidents that may occur in an organization’s IT environment. The goal of problem management in ITSM is to identify and eliminate the root cause of recurring incidents, thereby reducing the likelihood of similar incidents occurring in the future.
  • Service Request Management: This includes customers or employees making specific service requests. Users can raise various kinds of requests. They can include something as simple as requesting access to the printer service or resetting the passwords, or complex ones like configuring an application. 
  • Change Management: The IT department is often abuzz with new feature requests, releases, or upgrades. These changes must be handled carefully and in a timely manner. The reason for the change, the impact of the change on CMDB (Configuration management database) and people, etc. must be tracked and documented. Such practices will help teams to assimilate the change seamlessly.
  • Configuration management: This includes managing, changing, or updating the configuration of a software application. 

The IT service industry has been constantly evolving and striving to deliver IT services to create value for customers and focus on continuous improvement. ITIL is a result of this endeavor. 

Integration Service Provider

Let’s see how ITIL provides a strong foundation for ITSM. 

ITSM and ITIL: How Are They Related?

ITIL (IT Infrastructure Library) is a framework that provides a proven set of guidelines and best practices for ITSM, helping organizations manage their IT services more efficiently. 

By following the ITIL framework, organizations can improve service delivery, reduce costs, and increase customer satisfaction. 

The perfect IT service management implementation would have several ITIL processes embedded within its core functionality, including incident and problem management, knowledge management, asset management, etc.

ITSM isn’t simply a concept on paper. ITSM tools help put it into practice. 

ITSM Tools

An ITSM tool is a software application that helps organizations deliver IT services and processes. It provides a central platform for IT teams to manage all aspects of service delivery. 

They usually come with a range of features and modules, such as a service desk for handling customer inquiries, incidents, and requests, a knowledge management system for sharing information, and a reporting and analytics module for tracking performance and identifying areas for improvement. 

Some popular ITSM tools include ServiceNow, BMC Helix, Zendesk, and Atlassian Jira Service Management. These tools help improve the quality of services with a technology-enabled IT process workflow, reduce IT costs, save time, and improve governance. 

ITSM tools

ITSM tools are a lifesaver to the ITSM framework as they bring automation into IT processes.

What is ITSM Integration?

Before we jump into ITSM integration, let’s understand the role of integrating services in modern IT environments. 

Service Integration and Its Importance in Modern IT Environments

Software applications and the IT services they provide are not singular anymore. They are getting composite as the networks they connect to and the number of people involved is growing. 

Each team has its area of expertise and must focus on what they do best. For example, service desks have grown from a couple of people handling support requests to multiple teams working on tasks like self-service and vendor management. 

As teams grow in size and have more people, functions, and tools, they all need to collaborate more effectively. 

Service integration provides the technical solutions and approaches to make this happen smoothly, giving rise to ITSM integration. 

ITSM Integration: the Definition

Different services like incident management, change management, etc, may use multiple ITSM tools. Integrating them means connecting these disparate ITSM tools so information can flow between them and actions taken in one tool can trigger automated actions in another. 

Formally, ITSM integration is the process of connecting your ITSM tool with another ITSM (or 3rd party app) tool to work together seamlessly. 

automate ITSM integration

For instance, if your organization uses tools like ServiceNow, HubSpot, Jira Service Management, etc, ITSM integration would involve connecting those tools for exchanging the required information. 

You can connect your IT teams with other teams and processes and, at the same time, add other IT applications to the process. This helps create flawless and smooth-flowing process management.  

Or you can set up, for instance, a Jira ServiceNow connection or an Azure DevOps GitHub integration to connect your teams working in different ITSM tools.

The information flow within ITSM integrations can occur in a variety of ways. 

Types of ITSM Integrations

Information flow can be: 

  • unidirectional or bidirectional, 
  • real-time or near real-time, 
  • in batches or as a single unit, 
  • automatic or manual,
  • synchronous or asynchronous. 

Whatever your information flow requirement, ITSM integrations can typically occur through the following patterns: 

System-to-System Integration

This type of integration involves connecting different ITSM systems or tools with:

  • other ITSM systems or 
  • external service providers, or 
  • third-party vendors.

For example, integrating a service desk tool with a cloud provider to automate resource provisioning. 

Data Integration

This type of integration involves integrating ITSM systems to enable data sharing and analytics across different tools. 

For instance, integrating a monitoring tool with a service desk tool to enable real-time incident response. 

Process Integration

This type of integration involves connecting ITSM processes across different tools to improve process management and reduce manual effort. 

For instance, integrating incident and project management processes to streamline root cause analysis and resolution. 

UI Integration

This type of integration involves connecting ITSM systems with other user-facing tools, such as collaboration tools or self-service portals, to improve user experience. 

For instance, integrating a service catalog with a self-service portal to help users request services more easily. 

With an integrated ITSM ecosystem, you can already envision several benefits. 

Why ITSM Integration?

Since ITSM integrations involve connecting a disjointed technology stack and otherwise complex IT services, they can help your organization: 

  • Pave the way for a holistic digital transformation, broadening the scope for automation. Automating IT service processes can reduce costly human errors and enable employees to work on tasks that matter. 
  • Improve the customer service delivery standards through cross-functional collaborations and minimize the time-to-resolution. 
  • Remove information and IT service silos such that data is no longer locked in specific applications and is accessible to the required employees. 
  • Make the data readily available and accessible to the right stakeholders. 

So how do you see these benefits in action? Of course, through a few ITSM integration use cases. 

ITSM Integration Examples 

We have discussed ITSM tools and how they facilitate the implementation of IT services. 

Managed Services Integration

With this context, let’s discuss a few ITSM tools and their integration examples, followed by other common ITSM integration examples. 

ServiceNow Integration

ITSM tools like ServiceNow are known for their customization capabilities. You can use them to integrate with other third-party tools and platforms. 

For example, ServiceNow can be integrated with: 

  • Another ServiceNow instance, or other ITSM tools like BMC Remedy, etc.
  • Monitoring platforms like Nagios or Zabbix.
  • Collaboration tools like Slack or Microsoft Teams. 
  • Project management and development tools like Jira or GitHub.
  • Customer-focused tools like Zendesk, Salesforce, etc
  • DevOps tools like Azure DevOps

Jira Integration

Jira Service Management (JSM) is equally popular and customizable. You can use it for issue tracking and service management. 

JSM can be integrated with tools like ServiceNow or BMC Remedy to improve incident management processes. For instance, an incident created in Jira automatically creates a ticket in ServiceNow, and vice versa. 

Similarly, it is possible to integrate a few other tools like Freshservice, Zendesk, and Salesforce with third-party ITSM tools. 

Let’s look at the use cases in a different light and see how ITSM integrations would benefit multiple teams. 

Common ITSM Integration Examples

Connect Intra-company or Cross-company Teams: Teams based within a single company or a completely different company (cross-company) often need to collaborate for cross-functional processes.

The requirements are stricter and more rigid for cross-company integrations since information flows outside the company borders. In such a case, integrating IT operations tools with security tools, such as vulnerability scanners and intrusion detection systems, can help companies detect and respond to security incidents more quickly.

Connect Service Management and Development Teams: Integrating ITSM tools like incident management with development tools such as code repositories or issue trackers can help bridge the gap between IT operations and development teams. 

Such as an incident created in one of the systems, can automatically create an issue in the dev tool to track the necessary code changes required to fix the issue. 

Connect IT Operations and Backend Teams: Integrating IT operation tools with HR tools, such as employee directories or onboarding systems, can help organizations improve the employee experience and reduce the HR workload.

For example, the automatic provisioning of resources when a new employee is onboarded or assigning an incident to the appropriate IT team for resolution, while also updating the customer record in the CRM system to track the issue status. 

Consolidate Service Providers or Vendors 

Multiple service providers or vendors are a common ITSM scenario. And these providers can have their own ITSM tools with their unique workflows. 

Every ITSM tool will have different custom fields, SLA records, escalations, etc. It is imperative to map all these fields between the integrating platforms carefully. 

You can achieve multi-vendor ITSM integrations to consolidate vendor communications

Manage Mergers and Acquisitions 

Mergers and acquisitions can be challenging. 

It’s unlikely that the companies involved have a perfectly aligned system right away. They should have a well-planned ITSM strategy that uses business rules to determine which data should be stored in which system(s) and automate the process. 

Automate integration between ITSM tools

Such intricate planning will ensure the success of the merger or acquisition and can make it easy for both companies to synchronize their ITSM data. 

Implementing and Maintaining ITSM Integration 

Gone are the days of slow and manual ITSM integrations. In the past, many integrations were hand-coded and not documented well, making them unsustainable and time-consuming. They were often left out of business plans, which made things worse.

But the scene has changed for the better. Modern ITSM integrations no longer rely on costly, clumsy, and laborious ways to achieve their goal. 

Modern integration practices run on automated integration platforms that use pre-built integration patterns. These patterns are based on thorough customer research and integration needs and are used to create connections between different ITSM tools. They also provide in-built field mappings and intuitive interfaces to start automatic information flow. 

So you can set up your integrations in just a few days without any of the headaches from the past. 

ITSM Integration Solutions

These automated platforms can also be called ITSM integration solutions. By using such solutions, businesses can reduce the time and effort required to manually configure integrations. They also improve the accuracy and reliability of data transfer. 

However, with so many integration solutions available in the market, choosing the right one for your organization can be overwhelming. 

Let’s explore some key considerations that can help you make an informed decision. 

Choosing the Right ITSM Integration Solution

Compatibility 

Ensure that the ITSM integration solution is compatible with your existing ITSM tools and systems. Say you already use ServiceNow to manage incidents and want to extend the integration to include the CRM (Salesforce) that your service provider uses. It’s important to make sure the ITSM integration solution is compatible with both ServiceNow and Salesforce. 

Note: How to integrate Salesforce and ServiceNow?

Customization

The level of customization you require might depend on your specific needs. Some integration solutions may offer more customization options than others, so it’s important to assess what level of customization you require. 

Scalability 

Your integration needs may change over time, so it’s important to consider the scalability of the integration solution you choose. Make sure the solution can handle the volume of data you need to integrate and can support additional ITSM systems in your technology stack if such a requirement arises. 

Security

Data security should be your top priority when selecting an ITSM integration solution. Ensure the solution complies with relevant data protection regulations and offers robust security features like data encryption and access control. It also helps if the solution is ISO 27001:2002 certified.

Ease of Use

Look for integration solutions that are user-friendly and intuitive to use. They will help reduce the learning curve for your team and ensure the integration runs smoothly without requiring interference all the time. 

Support and Maintenance

Consider the level of support and maintenance offered by the integration solution providers. Will they provide ongoing support and updates to ensure the integration runs smoothly over time? 

Stable documentation and community support can be additional factors you can consider. 

Cost

ITSM integration solutions can vary in price. They can be pay-per-user, pay-as-you-go, pay-per-syncs, or have a flat price rate. So consider your budget when choosing one. Also factor in any ongoing costs such as maintenance and support fees, as well as potential savings from increased efficiency and productivity. 

At this point, I would like to introduce Exalate, an ITSM integration solution that could be a great fit for the considerations I just told you about. 

Exalate as an ITSM Integration Solution

Exalate is an ITSM solution that offers a robust and highly customizable integration platform to connect multiple ITSM tools and synchronize data between them. Its unique decentralized approach to integration ensures secure, reliable, and scalable connectivity for ITSM systems like Jira, Salesforce, ServiceNow, Zendesk, and more. 

The customization capabilities of Exalate are powered by its powerful scripting engine. Using Groovy-based scripts you can implement deep or advanced ITSM integrations.

And now you can even use AI technology in Exalate’s Script mode. This AI feature is called AI Assist and it functions as a chat interface within your incoming and outgoing sync rules tabs. Simply enter your sync requirements in the chat, and AI Assist will generate the corresponding scripts for you.

These scripts are generated by taking into account your input, existing configurations, and Exalate’s scripting API.

With Exalate, you can automate your ITSM workflows, as well as your customers if you’re a service provider, and ensure seamless collaboration between teams wherever they are located. 

It offers a special plan called Exalate for Service Providers: a full-service package to set up an Exalate network. The plan will help you set up and deploy the Exalate network and help consolidate your service providers and customers. Doing so ensures that you wouldn’t have to worry about the complexities of the integration and its maintenance. The integration experts at Exalate will take care of these concerns

Integration for Service Providers

If you need custom connectors for any system your partner, supplier, or customer is using, Exalate will handle it for you.

You can book a free session with an integration engineer to discuss your specific integration scenario.

Though I have made this sound very simple, there are some real issues that can crop up with ITSM integrations. 

Common Mistakes in Implementing Integration between ITSM Tools

There are a lot of reasons why an ITSM integration might fail. 

ITSM tools like ServiceNow, Salesforce, Zendesk, JSM, etc allow you the flexibility to create user-defined fields. So when integrating such systems, it’s important to handle the mappings between these fields carefully before putting the solution into production. Proper planning and scoping of the ITSM integration project are also important. 

Even the most experienced solution architects have a hard time convincing the top management of the benefits of ITSM integrations. Sometimes the team involved in the integration process might lack clear focus, depth, and understanding of the project, leading to failed integrations. 

Bringing all the required stakeholders together and making them work as a single unit can be an efficient way to ensure that integration doesn’t go downhill. 

Selecting the wrong integration solution can be extremely dangerous for the project and can lead to monetary losses and frustration. 

Implementing the ITSM integration isn’t enough. Your focus must not drift away from continually improving it with time. Due governance measures are also needed to ensure everything runs smoothly and as expected. 

Still not convinced? 

Let me show you practically how 2 companies implemented an ITSM integration and had completely contrasting outcomes. 

Case Studies

Case Study 1: A Successful ITSM Integration 

Verilix is a large IT organization providing managed IT services to clients. 

The company decided to use an ITSM integration solution to unify its IT processes, data, and tools. They wanted to integrate the company’s ITSM platform with various IT tools like asset management and service desk. 

They started the ITSM integration project with a comprehensive analysis of the company’s existing IT infrastructure, processes, and tools and developed a plan for the integration. 

They also identified areas where ITSM integration could be valuable. 

They thoroughly tested and validated the solution before rolling it out into production. 

The ITSM integration project was a huge success. 

It helped Verilix to build a successful ITSM integration and:

  • Achieve greater efficiency and productivity.
  • Automate many IT processes and reduce manual intervention.
  • Improve accuracy and consistency of data across the IT environment. It helped reduce errors and improve decision-making. 
  • Provide the company with a comprehensive view of its IT operations, which helped identify areas for improvement and optimize resource allocation. 

Case Study 2: An Unsuccessful ITSM Integration

Neptogin is a mid-sized IT organization that provides IT support services to a variety of clients. 

They wanted to use an ITSM integration solution to integrate its ITSM platform with other IT tools and data sources. 

They also wanted to automate the company’s IT processes and reduce manual errors. 

The ITSM integration project started well. The project team thoroughly analyzed the company’s IT environment, processes, and tools. They developed a plan and began testing and validation too. 

However, soon things started going south. 

First, there were some technical glitches with the ITSM integration solution, resulting in frequent system crashes and errors. 

Second, there were organization hurdles, as teams were resistant to change and did not collaborate effectively. 

Finally, the team members were frustrated because there was no training on the new solution. And they also failed to fully grasp its benefits. 

The project did not deliver the required benefits. It became increasingly more difficult to manage the IT environment than before. Productivity and efficiency dipped further. In addition, the employee morale suffered the most. 

Neptogin even had to invest in additional resources to revert to the old IT processes and tools.

So what did we learn from all this? 

Follow a few best practices. 

ITSM Integration Best Practices 

It’s not so hard to get your ITSM integration right. 

Follow a few simple best practices, and you’ll be in a much better place. 

  • Plan ahead. 
  • Choose the right ITSM integration solution.
  • Establish clear communication channels. 
  • Monitor and measure the ITSM integration.  
  • Develop a strategy for accommodating scalability. 

Phew! I hope that was not too much information. 

ITSM integration isn’t a one-off event but a journey. So embark on your journey and share your anecdotes with us. We are all ears! 

Conclusion

I hope you’ve gained a better understanding of what an integrated ITSM ecosystem looks like. You also read some tips on how to choose the right ITSM integration solution for your business. 

Remember, ITSM integration is an ongoing process, and you must continuously assess and adjust your approach to ensure you meet your business needs. 

I encourage you to explore various ITSM integration solutions and take your first step toward creating a coherent IT environment.

Recommended Reads:

Jira Salesforce Integration: How to Set up a Two-Way Sync between Different Teams 

Jira Salesforce Integration

Jira Salesforce integration can be a business multiplier. Sales teams can use it to save costs and improve ROI, while other teams can improve overall efficiency, visibility, and customer experience. 

If you’re setting up a new integration to connect your sales team with other departments using Jira, you need a systematic approach to set up the sync for seamless information flow.

Get the Jira Salesforce Integration Guide

Learn how to achieve seamless integration between Jira and Salesforce, step-by-step.

What is Jira Salesforce Integration?

Jira Salesforce integration is the process of connecting Jira and Salesforce unidirectionally or bidirectionally using an integration app, custom script, API connector, or other solutions.

By default, Jira and Salesforce are not compatible, which means an application must bridge the communication gap by fetching and sending data to endpoints on both systems.

For this to work, you must establish rules to make sure the incoming data on both sides is converted to a readable format.

What Can Be Integrated Between Jira and Salesforce?

Jira Salesforce integration allows you to sync data from different standard and custom entities. With a tool like Exalate, you can integrate Jira assignees, statuses, reporters, attachments, parent IDs, security levels, custom fields, etc.

Exalate also allows users to sync data from Salesforce Opportunities, Cases, Accounts, Tasks, Products, and other objects. Supported entities for Jira Salesforce integration include external ID, account name, expected revenue, upsell opportunity, email, call duration, case number, etc.

Benefits of Jira Salesforce Integration

A Jira Salesforce integration can connect both systems and control data exchange automatically. This lets both teams stay connected, sharing knowledge and working towards the same goals.

Here are the benefits of Jira and Salesforce integration:

  • Improved Collaboration: A Jira Salesforce integration can improve collaboration between sales and development teams. Sales teams can log customer issues and feature requests in Salesforce, and these can automatically flow to Jira for development teams to work on.
  • Streamlined Workflows: Integration between Jira and Salesforce allows you to automate information flow between the systems, reducing manual data entry and potential errors. This streamlines processes and workflows, and ensures data is consistent across teams.
  • Better Reporting and Analytics: With Jira to Salesforce integration, you can generate comprehensive reports and analytics that provide useful insights into customer needs, issue resolution times, and project progress. This shared data can lead to informed business decisions.
  • Real-time Updates: Jira integration with Salesforce using REST API will ensure changes made in one system are reflected in the other in real time, keeping teams informed about the latest developments and customer interactions.
  • Increased Efficiency: A Jira Salesforce integration reduces the need for manual data entry and eliminates the risk of duplicate data, resulting in increased operational efficiency and reduced administrative overhead.

Though there are many benefits of Jira and Salesforce integration, its success depends on careful planning, configuration, and continuous maintenance.

To give you an idea of the potential of such an integration, let’s have a look at a few use cases.

What Are Some Jira Salesforce Integration Use Cases?

Let’s go through some practical applications of Jira to Salesforce integration for enterprises.

Case 1: Relay Data From Salesforce to Jira (and back).

The sales team can escalate all the details and fields of a Salesforce object (case, account, opportunity, etc.) to a Jira issue so that developers will gain a broader understanding of the client’s concerns. 

Once the case or opportunity is created, all its contents will appear in the designated field of the Jira issue. Fields that could be part of the sync include descriptions, summaries, created dates, comment threads and user mentions, attachments, account info, and other default fields. 

So administrators on both sides will have access to all the communication, screenshots, media, user complaints, and progress updates without requesting them manually.

Case 2: Obtain Additional Information From Clients

Apart from syncing data from default fields, you can extend the functionality by fetching data from custom fields on both sides.

Let’s say you add a custom field named “Customer Value” to the Salesforce case. You can configure the sync to fetch the value of this field and store it in a custom text field in a Jira issue called “Client Value.” 

Case 3: Stay Up to Date About Progress

Sync the status of both Salesforce objects with a Jira project to ensure that progress updates reflect on both sides. 

So let’s say a new issue is created in Jira Service Management and set to “To do”. The corresponding Salesforce case will also be created with a status of “New”.

Case 4: Replicating the Priority Between Jira and Salesforce

When a case comes in from Salesforce with a specified priority (High, Medium, Low), the Jira ticket should also have the same priority. 

This will help the developers and support team prioritize incoming tickets or issues properly within the project. Such a scenario is common when performing triage on customer cases. The highest-priority tickets will go straight to the top of the queue for immediate attention.

How to Choose the Right Integration Tool 

There are native ways to integrate Jira and Salesforce, but they come with their own sets of limitations.

Often, companies opt for third-party integration solution providers to implement Salesforce integration with Jira.

However, there are several things to consider when choosing an integration solution. Every team’s requirements are obviously quite unique, but here is a list of the most important factors that can help you go for the best-suited solution: 

Decentralized Integration

You want your teams to decide what they share independently. Sharing information shouldn’t mean losing control of your data. A tool should allow you to grant or limit access without having to compromise on security or privacy.

Security

It is important to secure your Salesforce and Jira integration, so opt for tools that are ISO 27001 certified and have implemented the required security mechanisms.

A solution providing role-based access control, encrypted data in transit and at rest, proper authentication and authorization mechanisms, and single-tenant architecture can be a starting point.

Reliability

An integration solution should be robust enough to recover after problems. If either side of the connection is down, it should be able to detect when it becomes available again and restart work without user intervention.

Flexibility

Teams’ needs evolve over time, so it’s important the integration can change to accommodate that. Being able to adapt to different use cases, and being easy to edit at any time are both crucial.

To meet these goals, I’ll use an integration solution called Exalate.

Exalate is the only cross-company integration solution that enables you to integrate multiple work management systems. It allows you to set up an integration using a simple visual interface, with the option to use code to take further control and customize your sync however you want. The customization option can also be enhanced with the use of AI. We will have a look at it in the next section.

So let’s get started and see how a Salesforce Jira integration is set up in practice.

How to Set up a Jira Salesforce Integration (the Step-by-Step Process) 

We’ll get to the step-by-step process of the integration, but if you prefer videos over articles, you can go ahead and watch this tutorial instead.

To start, you’ll need access to your Jira and Salesforce instances. 

Note: Exalate has a free trial, so you can get started with it right away. There’s also a free plan available when the 30-day trial expires.

Step 1: Install Exalate on Salesforce

You can start installing Exalate on your Salesforce instance either from the integrations page or AppExchange.
We’ll discuss the process via AppExchange in this section.

Note: Exalate accesses Salesforce through APIs. Salesforce has its guidelines for API Access add-ons. For example, API access is provided by default in Enterprise accounts, while it is not the case with other accounts like Professional. Visit this documentation page to learn about the different Salesforce editions Exalate supports. 

Choose where you want to install Exalate for Salesforce: either “Install in This Org” or in a Sandbox org. For this installation, I opted to go with “Install in This Org”.

Install Exalate for Salesforce organization

Once you’ve made your selection, fill in your required fields, scroll down to the bottom of the screen, and then agree to the terms and conditions. After agreeing, click “Confirm and Install”.

Next, you’ll need to specify the users for whom you want to install Salesforce. Keep in mind that you can modify this later if necessary. In my case, I selected “Install for All Users” and then clicked “Install”.

Install Exalate for Salesforce for specific users

Proceed by “Approving Third-party Access” and click “Continue” to proceed with the installation process. Once the installation is complete, click “Done” to finish the setup.

Exalate installation on Salesforce

Now, navigate to your Salesforce instance and create a connected app. Be sure to save the “Consumer Secret” and “Consumer Key” that are generated during this process. Return to your Salesforce instance, access “Apps,” and search for “Exalate”.

For requesting an Exalate node, use the previously saved “Consumer Secret” and “Consumer Key”, and then click “Request Node”.

Register Exalate node for Salesforce

You’ll be prompted to click “Allow” to grant access permissions to Exalate.

Then go to “Setup” and search for “Trusted URLs”. Click “Add new trusted URL”.

Fill in the following information:

  • Trusted URL information
    • API Name: free input string
    • URL: *.exalate.cloud

Check all the boxes in the “CSP Directives” section and click “Save”.

Afterward, provide your personal details and click “Agree and Submit”. Then click “Agree and submit” to agree to the EULA and continue.

Once you receive the email, click “Verify Exalate instance” to be redirected to the Exalate admin console.

If you ever find yourself logged out of your Salesforce instance, simply refer back to these steps to log in again.

Note: You can also install Exalate on Salesforce from AppExchange or find Exalate’s Salesforce connector for Jira on the Atlassian Marketplace.

Step 2: Install Exalate on Jira

You can start installing Jira directly from the Atlassian marketplace or from within your Jira instance.

To install Exalate from your Jira cloud instance, click the “Settings” icon at the top right and then select “Apps” from the menu.

Click “Find new apps” in the left-hand menu and then search for “Exalate”. You should see several patches. 

Select “Exalate Connector for Jira, Issue Sync & Two-way Integration” and proceed with the installation.

Note: Learn more about installing Exalate on Jira cloud here and if you’re using Jira on-premise, follow this instead. You can also install Exalate from the integrations page.

Step 3: Connect Jira and Salesforce

Now you need to connect your instances. You need to create the connection on one side and have the other side accept it.

You can start from either platform as the process is almost the same. I’ll use Salesforce here. 

Navigate to Exalate in Salesforce, then select “Connections” from the left-hand menu. Click the green “Initiate connection” button.

initiate salesforce jira integration

Next, enter the address of the other instance (Jira in this case) in the “Destination instance URL” box. Exalate will verify that it is installed on the other instance.

Configuration modes in Exalate

Then you have to choose between the Basic mode, which configures things automatically for you, or the Script mode, which allows you to configure and customize your integration using the Groovy scripting language. You can also use the Script mode using AI Assist.

Continue with the Basic Mode

With Basic mode, you have the option to automatically head to the other instance if you have admin access. If you don’t have admin access, then you can follow the steps in the Script mode. After granting admin access, choose a project to sync, and when you click the “Confirm” button, the connection will be created.

jira salesforce sync basic

You can then, optionally, test the connection by entering an issue or a case key to sync.

Sync Jira issue to Salesforce

You can create triggers, sync entities in bulk in the Basic mode.

Successful issue to case sync

Continue with the Script Mode

The first thing you do in Script mode is name your connection and add a description. Those are both helpful if you have multiple connections performing different functions.

initiate Jira Salesforce sync

Click the “Initiate” button. Exalate creates an invitation for you, which you can copy to the clipboard by clicking the button. Switch over to your Jira instance.

salesforce jira connection invitation

Navigate to Jira’s Exalate connections screen and click “Accept invitation.”

You’ll see a text field to paste in the invitation code you just copied to the clipboard. After that, click “Next” and configure your connection as in the basic mode.

accpet a jira saleforce sync invitation

Now your connection is ready.

successful Jira salesforce integration

From here, there are some optional configuration steps. These are described below. You can return to these at any time by finding your connection on the connections screen and clicking the edit button.

Step 4: Configure the Connection

The edit connection screen has several tabs. For this step, click the “Rules” tab. These rules let us choose what gets shared, how fields map to one another, and create advanced conditions for filtering them.

Sync rules in Jira

The outgoing sync controls how items in the platform we’re looking at are shared with the other platform.

The incoming sync refers to the incoming data from the other platform and defines how that data is mapped to items on the current system.

If you don’t want a field to be shared, delete it, or comment it out.

If you want to map fields to other fields, change the description accordingly. For example, perhaps you want the description field to contain the status of the incoming object.

In that case, you could change the incoming rule entity.Description = replica.description to read entity.Description = replica.status. Alternatively, you could add specific text, like entity.Description = “synced from Salesforce”.

You can also explore advanced ‘script helpers’ that can help you with complex processing.

If you’re used to coding, you can probably think of more advanced ways to control data. If not, have a go at making basic changes, and go from there.

Use AI Assist with Script Mode

Exalate’s script mode is now AI-powered, with AI Assist available as a chat window in both your incoming and outgoing sync rules tabs. Simply type your sync requirements into the chat, and AI Assist will handle the script generation.

The scripts are created based on your input, existing configurations, and Exalate’s scripting API.

Keep in mind, though, that AI Assist isn’t flawless. To get the best results, make sure your prompts are as clear and detailed as possible.

Here’s an example of how you can use AI Assist:

Suppose you want to sync case statuses from Salesforce to Jira issue statuses. In the AI chat, you could enter something like:

For incoming sync (Jira): “Map the Salesforce status ‘New’ to Jira’s ‘Open,’ ‘Working’ to ‘In Progress,’ and ‘Escalated’ to ‘Done’ in the Jira incoming configuration.”

AI Assist in Script mode

The script will be generated after a brief moment.

Changes will be highlighted: red indicates lines to be removed, while green shows new lines to be added. You can accept or reject the AI’s suggestions, and refine the prompt if needed. Once you’re satisfied, don’t forget to publish your changes.

Step 5: Set Up Triggers

Triggers control when items are synchronized. 

Click the “Triggers” tab on the edit connection screen to work with them. You can create multiple triggers for each connection.

Jira Salesforce integration triggers

Click the “Create trigger” button to begin. On the next screen, you select the type of entity the trigger applies to. You can also choose whether to use a search query or not.

add jira salesforce sync trigger

If not, you enter values into specific fields in order to find matching items. That’s the simple way to do things.

Search queries are more complicated. Here, each platform uses a different language. JQL (Jira Query Language) for Jira, and SOQL (Salesforce Object Query Language) for Salesforce.

You enter code into the “If*” field that is used to filter matching queries. You should be familiar with basic programming concepts to do this.

There’s also a notes section here to help explain your code to others (or yourself if you forget!)

Finally, there’s a checkbox to turn your trigger on and off. Click the green “Add” button when you’re done.

Note: Creating triggers is pretty straightforward and intuitive. You can always learn more about how to set triggers in Jira and Salesforce.

Step 6: Start Synchronizing Your Platforms

Now your platforms are connected and information will be synchronized automatically. Synchronization takes place regularly but not instantly.

To test the synchronization, create a test issue that meets the criteria you set up in step 5, the triggers step. Wait a while, or trigger synchronization manually, and verify that the issue is shared correctly.

What are the Best Practices for Jira Salesforce Integration?

Use these tips to improve the connection between Jira and Salesforce.

  1. Set clear objectives: Consult both admins of the teams using both platforms to determine what should be synced or left out. Find out whether the use case requires syncing entire objects or just specific fields. Also, discuss whether the sync should be one-way or two-way.
  2. Choose the right integration solution: Conduct a cost-value analysis to determine which Jira to Salesforce integration tool works best for you. Consider adding custom connectors to your library if the budget and personnel allow for it.
  3. Manage permissions and security: Use role-based access controls to specify who can access or even configure the integration solution or instance. Add extra security measures to protect sensitive data in transit.
  4. Use automation: Whether with the help of AI scripting or triggered connections, you need to reduce manual inputs or users. This will increase the accuracy of your syncs and improve your team’s productivity.
  5. Test your integration: Before deploying the integration on a broad scale, test it out in a sandbox environment. For instance, you want to make sure the Jira to Salesforce integration solution can transform data in the correct formats before diving in.
  6. Prepare your team: Invest in training manuals and seminars to educate your team members on how to use, configure, and troubleshoot the integration solution. This will save you time and declutter your network pipelines when minor outages occur.
  7. Turn on notifications: Stay ahead of outages, updates, and other time-sensitive events by turning on automatic notifications.

Conclusion 

A Jira Cloud Salesforce integration can bring benefits to your individual teams and your company as a whole. Taking advantage of each other’s data gives you greater insights into what the business is doing and helps you act collaboratively to work towards the same goals.

By using Exalate, you can make your integration seamless, letting the software do the hard work for you. You can trust it to move and filter data using the rules you create. Both teams retain their autonomy and can change the connection at any time.

It’s the perfect way to improve information flow, and it isn’t hard to do. So what are you waiting for?

Frequently Asked Questions

Can I integrate Jira with Salesforce?

Yes, you can integrate Jira with Salesforce using native integrations like Mulesoft Anypoint or third-party solutions like Exalate. These tools allow you to sync data between mapped fields, sometimes using automated triggers.

Why integrate Jira and Salesforce?

Businesses integrate data between Jira and Salesforce in order to unify project-relevant data under a single source of truth. The development team using Jira can integrate data with the marketers working with Salesforce.

Is Jira owned by Salesforce?

No, Salesforce does not own Jira. They are different work management systems that serve different purposes. Atlassian owns and manages Jira, while Salesforce owns other products like Customer 360 and Heroku.

Can I use Exalate to sync data between Jira and Salesforce?

You can implement Salesforce to Jira integration using REST API or native integrations like Mulesoft Anypoint or third-party solutions like Exalate. These tools allow you to sync data between mapped fields, sometimes using automated triggers.

How can I customize my Jira to Salesforce connection?

You can customize your Jira to Salesforce connection using triggers and scripting engines. Exalate provides a scripting engine that allows users to write custom code for configuring their connections.

Recommended Reading:

Top 14 iPaaS Solutions in 2025

iPaaS solutions

Teams use various iPaaS solutions to manage their business relationships and organize workflows and processes.

With modern software, you can automate data transfer and apply advanced filtering and customization. The software does the hard work, reducing your costs and leaving you free to focus on other things.

In this article, I’ll show you the best iPaaS platforms and help you make an informed choice.

What is IPaaS?

IPaaS (Integration Platform as a Service) solutions are cloud-based software that helps you stitch the other elements of your technical infrastructure together. 

They provide custom connectors and integration templates, as well as IDEs and consoles for building and managing APIs from scratch.

Why Use an iPaaS Solution?

iPaas solutions let you collaborate with other teams and take advantage of the unique features of different pieces of software. 

Here are the benefits of using iPaaS services:

  • Simplifies integrations by providing users with ready-to-go connectors as well as custom mapping templates,
  • Reduces the manual workload of trying to copy and paste data between two platforms,
  • Speeds up internal and external processes through seamless access to real-time updates and notifications,
  • Provides flexibility and scalability for teams and organizations looking to expand their workloads in the future,
  • Reduces the cost of acquisition, development, maintenance, and licensing for multiple applications and systems,
  • Improves the accuracy of business decisions by providing access to relevant information drawn from historical silos,
  • Increases the security of sensitive business information through tiered access permissions, advanced encryption, and up-to-date compliance,  
  • Decentralizes control for separate systems between collaborating teams and partners.

Factors to Consider When Choosing an iPaaS Integration Solution

There are several factors to think about when choosing an iPaaS vendor for your specific use case. 

  • Custom integrations supplemented by AI-powered scripting and automated integrations,
  • Reliability and flexibility to withstand increasing workloads without breaking down, 
  • Versatility and compatibility with a broad range of other tools you want to integrate,
  • A decentralized integration for cross-company integration scenarios,
  • Affordable pricing and favorable pricing model,
  • Compliance and integration security features.

The best iPaaS software combines all these factors to help your system exchange data with other applications and platforms while staying compliant and guaranteeing security.

Top 14 iPaaS Solutions For Businesses

Let’s have a quick look at the best iPaas platforms in this section:

1. Zapier

Zapier allows you to share data between multiple platforms. It claims to connect more web apps than anyone and works with over 3000 tools. 

Based on triggers and actions, it can automate many everyday tasks.

Zapier UI

Its more advanced features include filters, formatters, and webhook connections, and it has a range of plans ranging from free to $700 per month with annual billing.

If you want to have the biggest range of options available to you, then it’s a great choice. 

2. Workato

Workato promises speed. It achieves that with thousands of pre-built connectors and by sharing setups among its members, enabling you to quickly deal with common business problems.

Workato UI

It aims for a no-code approach, with an emphasis on ease of use. It’s a good choice if you want to get up and running quickly, though its pre-built solutions may not offer you the fine control you need.

Pricing is quote-based, and there’s no free trial.

3. Exalate

Exalate lets you create reliable integrations with a few clicks. It combines a no-code interface with an optional scripting system. That means you can get started quickly, but can also apply advanced programming logic to your integrations if you need to.

Exalate UI

It supports decentralized integration. That means your teams can make changes independently, retaining their autonomy. They can control what data is shared, as well as decide how incoming data is mapped to their systems.

This configuration is possible with the AI-enabled chatbot known as AI Assist. This feature accepts and processes user prompts to generate output containing Groovy script snippets for field mapping.

As it’s decentralized, it can handle outages and restore connections if there are outages on either side. Its flexibility, reliability, and decentralized integration (autonomy) make it specifically ideal for cross-company scenarios. 

Note: You can check out their security whitepaper here.

Exalate has a free plan that allows you to sync up to 1000 new issues per month for free. It also offers a 30-day trial, after which the pricing starts at $10 per month, depending on the tracker. 

4. Automate.io

Automate.io is another low-code platform pitched to non-technical users. It aims to let you integrate apps within minutes using a code-free, drag-and-drop interface. It also has templates to help you quickly perform common tasks.

Automate.io UI

It’s fast and easy to use and connects to over 200 apps, which is quite respectable, if not the best on this list.

There’s a free tier, and its top plan costs $159 per month for 10 users.

5. Mulesoft

Mulesoft offers a range of products that promise to increase productivity while reducing your costs and time to market.

Mulesoft UI

It’s an integration and API platform that includes Anypoint and the low-code development system Composer.

Mulesoft has a free trial, with prices available on request.

6. Unito

Unito is an integration platform that syncs entire work items (tasks, tickets, spreadsheet cells, etc.) between the most popular project management apps available, including Asana, Jira, GitHub, Google Sheets, and others. All of Unito’s integrations support two-way syncing with real-time updates. Plus, as a no-code solution, it doesn’t require technical expertise to set up.

Unito UI

Another nice feature is the 14-day free trial with paid plans based on usage rather than seats. Prices range from $10 per month for 100 items in sync to $769 per month for 10,000 items in sync.

7. Jitterbit

Jitterbit offers a selection of tools, both simple and complex, to help you combine and integrate data from multiple sources.

Jitterbit UI

Its IPaaS tools are complemented by the ability to create APIs based on your needs. A neat feature if you’re trying to connect to an app that isn’t supported elsewhere or perhaps work with your own custom system.

Pricing is given on request.

8. Integrately

Designed for Non-Techies, Integrately helps you seamlessly integrate 1050+ apps and automate several workflows. Its intuitive Visual Builder and millions of ready-to-use, 1-click automations simplify the automation process.

Integrately UI

Besides, advanced features like filters, conditions, and multi-step integrations help you create custom workflows. Integrately provides 24×5 support and a dedicated automation expert at no extra cost.

The tool comes with a range of pricing plans to fit different budgets, starting at $19.99 per month.

9. Martini

Martini is a low-code API management platform. It also allows you to integrate platforms, which can help you create and publish your own APIs. As well as running on the cloud, it is also available in desktop or on-premise form.

Martini UI

Its machine-generated integration services let you quickly connect platforms, tune workflows, and manipulate data sources with visual tools.

Martini costs from $500 to $5000 per month, depending on your plan.

10. TIBCO Cloud Integration

TIBCO Cloud Integration offers API-led, event-driven integration. It offers high flexibility in preference to pre-built solutions. That makes it a good choice for developers, though may be off-putting for others.

TIBCO Cloud UI

There are some concerns about its scalability, with users reporting a slowdown as data volumes increase.

It has a 30-day free trial, then prices start at $400 per month and upwards, with custom pricing for its hybrid plans.

11. Boomi

Boomi claims to be the only platform for intelligent connectivity and automation, something readers of this list might dispute.

Its projected 410% return on a three-year investment is a more credible claim. It achieves this by offering various ways to connect your data. With templates and custom scripting, you can develop reusable business logic and improve workflows throughout your organization.

Boomi UI

With a three-month free trial and baseline pricing of $50 per month, Boomi is a strong choice for the price-conscious.

12. Oracle Integration

Oracle integration is part of Oracle’s Cloud suite of tools. It offers you a variety of features to help automate your business processes and analyze your business practices.

Oracle Integration UI

The Oracle Integration Cloud comes with many pre-built adapters that integrate with cloud services, databases, and applications. It also includes file management and exchange.

Its trial includes thousands of hours of computing time, after which pricing is usage-based.

13. Tray.io

Tray.io claims to be the leader in low-code automation and should help problem solvers who want to automate their workflows. You can use visual tools to connect apps and create scheduled triggers to share information.

Tray.io UI

It includes instant connection to over 600 apps, elastic scaling, full logging, and its own SDK. Its higher tier plans include SAML and HIPAA BAA for privacy and security.

Pricing ranges from $695 – $2450 per year, with custom pricing for Enterprise users.

14. Celigo.com

Pitched at both IT and business teams, Celigo offers to manage your connectivity needs in one place. With pre-built connectors for speed and an SDK for flexibility, its marketplace includes various templates and business process automation.

Celigo UI

Celigo has end-to-end encryption, SSO, and HIPAA for security, and it features logging with access control to let you see who’s doing what. It also promises infinite scalability, allowing your product to grow.

It has a 30-day free trial. You’ll need to contact its sales team for pricing.

Conclusion

iPaaS solutions can have a transformative effect on your business. Moving data between tools automatically saves you time and helps you build networks of information that flow readily throughout your organization.

Teams looking to integrate their work across platforms have a huge range of products fighting for their attention. You’ve read about some of the top iPaaS companies here. If you see one that looks like a good match, give it a try and reap the benefits of IPaaS integration tools! 

Recommended Reads:

How to Set up an Azure DevOps Salesforce Integration: The Comprehensive 2025 Guide

Azure DevOps Salesforce integration

Information continuously evolves and grows in organizations. This untapped information, if shared between teams using different applications like Azure DevOps and Salesforce, can increase business revenues and leave you with more satisfied customers. For this purpose, an Azure DevOps Salesforce integration is the best choice. 

Such integration can automate information exchange between Azure DevOps and Salesforce. It can also ensure the exchange is bi-directional and in real-time, so data is consistently accessible and up-to-date.

This guide will introduce you to a step-by-step Azure DevOps Salesforce integration. It will also help you understand the benefits of such integration and present the key drivers for choosing the correct integration technology.

Note: In this guide, we have used an integration solution called Exalate for implementing an Azure DevOps Salesforce integration. We will learn more about it on the way!

Why Integrate Azure DevOps and Salesforce?

Azure DevOps facilitates an end-to-end DevOps toolchain for developing and deploying software programs. It supports a gamut of applications through its marketplace

Salesforce is a popular Customer relationship management (CRM) tool that sales, marketing, service, and IT teams rely on to strengthen customer bonds and relationships. Salesforce also hosts a variety of best-in-class apps through AppExchange

A common trait you can observe here is that both these applications can bridge the gap between teams and improve their communication, be it development and operations or sales and marketing.

Therefore, they can share information and build on each other’s expertise to achieve common business improvement goals. 

But this collaboration and communication between teams, if not handled correctly, can lead to a waste of time and effort of valuable human resources and will eventually reduce productivity. 

This is because information exchange between teams occurs manually via phone calls and emails or meeting notes or by switching between applications. Then it is further absorbed and updated in respective platforms manually. 

This causes costly manual data-entry errors in addition to misplaced, unused, redundant, and scattered information across different platforms. 

So how do teams exchange data automatically without having to leave their familiar environment? 

An Azure DevOps Salesforce integration would make perfect sense here. 

It will allow for real-time, automatic, two-way synchronization of information between Azure DevOps and Salesforce, leaving teams in a more streamlined and collaborative environment.  

Choosing the right integration tool here is the next logical step. 

So let’s understand how we can do that. 

How to Choose the Right Solution for an Azure DevOps Salesforce Integration

The possibilities and checklists for a suitable integration tool can be overwhelming. But to bring down the list to the bare minimum, here’s what you must consider. 

Security

This should be your top criterion for an integration tool since it involves disparate applications across companies sending and receiving business information. It’s important, then, to secure this critical business data from accidental misuse or sharing with unauthorized parties. 

Using secure transport protocols like HTTPS, encrypted file transfers, or controlling access to the data to authorized users only are important security mechanisms. Tools that have the required certifications, like ISO 27001:2022, should also be at the top of your list when choosing an integration solution for Azure DevOps and Salesforce.

You can read more about how Exalate implements security measures by reading its security and architecture whitepaper

Decentralized Integration

It’s important for an integration tool to support decentralized integration. This means that both sides of the integration have complete control over incoming and outgoing data. 

They can share or receive data they want independently without having to configure or inform the other side. This guarantees that both sides maintain autonomy. 

Exalate achieves this with the help of its scripting engine that supports outgoing and incoming sync rules on both integration sides. These rules help control the information shared, thus ensuring decentralized integration.  

Reliability

The way your integration tool handles downtime and system failures is also important. Sync updates or changes must be queued properly and applied in the same order as their initiation. All this must happen automatically without any manual intervention. 

Exalate achieves this using an advanced transactional sync engine which breaks down all the synchronization requests in single atomic steps in the same order and retries once the system resumes after a downtime, even when upgrading a system to a new version or reconfiguring a firewall.  

Flexibility 

Your integration and synchronization requirements should change with time. It’s natural for you to expect your integration tool to adapt to these changing requirements with minimal configuration.  

Exalate, for example, supports basic synchronization scenarios straight out of the box, so it works on a low-code non-configuration mode for simple use cases that you can set up in very little time and is also easy for business users to understand. 

You can also use the AI Assist feature with the Script Mode to build custom synchronizations for unique or advanced integration cases. It helps you generate scripts or optimize existing snippets.

Multi-Platform Support

Another aspect of a tool being flexible is that it supports integrations with other popular applications like Jira, GitHub, Zendesk, and ServiceNow as well. Since Exalate already supports these integrations, it will be easy for you to integrate with another of your partners, vendors, customers, or suppliers who use one of these applications. 

Having chosen the right tool for an Azure DevOps Salesforce integration, it’s now time we learn how to implement the integration.

How to Set up an Azure DevOps Salesforce Integration in 6 Steps

To begin with, you need to install Exalate on both Azure DevOps and Salesforce instances to give you independent control over the shared information from either end. 

Let’s dive right into it!

Step 1: Install Exalate on Azure DevOps 

You start installing Exalate on Azure DevOps via its integrations page.

Note: You can install Exalate on Azure DevOps through its marketplace or on a docker. (Check out this guide for a detailed procedure on installing Exalate on Azure DevOps).

Either way, you will first be taken through the installation wizard. You need to select your organization type from the drop-down list. After that, click “Install”. 

Select organization to install Exalate on Azure DevOps

Follow the wizard next as it’s pretty straightforward. 

Once done, you can access Exalate by going to the “Organization Settings” and clicking “Extensions”. 

Then proceed to verify Exalate on your Azure DevOps instance. 

Once you finish this, install it on the Salesforce side. You can skip this if you have already installed it and move to the next step. 

Step 2: Install Exalate on Salesforce

To start installing Exalate on Salesforce, request your trial from the integrations page or start it yourself via AppExchange.

Note: Exalate accesses Salesforce through APIs. Salesforce has its guidelines for API Access add-ons. For example, API access is provided by default in Enterprise accounts, while it is not the case with other accounts like Professional. Visit this documentation page to learn about the different Salesforce editions Exalate supports. 

You’ll need to choose where you want to install Salesforce: “Install in This Org” or in a Sandbox org. I chose to install it in this org.

Install Exalate in Salesforce

Fill in the required fields, scroll down to the bottom of the screen, and agree to the terms and conditions. Then press “Confirm and Install”.

Confirm Exalate installation on Salesforce

Choose for which users you want to install Salesforce. You can also change it later. I chose “Install for All Users” and clicked “Install”.

Install Exalate for all users in Salesforce

Then “Approve Third-party Access” and click “Continue”. Your installation is complete. Click on “Done”.

Exalate installation on Salesforce

Go to your Salesforce instance and create a connected app. Once the connected app is set up make sure to save the “Consumer Secret and “Consumer Key”. Then in your Salesforce instance, click “Apps” and search for “Exalate”.

Exalate app in Salesforce

For requesting an Exalate node, enter the “Consumer Secret” and “Consumer Key” you’ve copied and click “Request Node” afterward.

Request Exalate node for Salesforce

Click “Allow” to grant access permissions to Exalate.

Go to “Setup” and search for “Trusted URLs”. Then, click “Add new trusted URL”.

Fill in the following information in the trusted URL section, API name: free input string and URL: *.exalate.cloud.

Don’t forget to check all the boxes in the “CSP Directives” section. Click “Save”.

Next, to configure Exalate for Salesforce, enter your details and click “Agree and Submit” to wait for an email from the Exalate License Manager.

Exalate registration for Salesforce

In your inbox, click “Verify Exalate instance”. You will be redirected to the Exalate admin console.

Verify Exalate node for Salesforce

From here, you can proceed to create a connection between Azure DevOps and Salesforce. Anytime you are logged out of your Salesforce instance, follow these steps to log in again.

Step 3: Connect Azure DevOps and Salesforce

On your Salesforce instance, you will be on the welcome screen. If not, click on the “Connections” tab on the left-hand menu. 

Go to the “Connections” tab. Connections in Exalate define your scope of synchronization and specify how your synchronization must behave.  

On the screen, you can see existing connections between Salesforce – ServiceNow, Salesforce – Zendesk, and Salesforce – GitHub. However, this screen will be empty if you haven’t worked with Exalate before and this is your first time creating connections. 

Either way, click on “Initiate connection”. 

With Exalate, one side initiates the connection and the other side accepts it. Exalate has a uniform interface so you will come across similar screens on either end.  

Here, we start from the Azure DevOps side. But you can start from Salesforce as well. 

Connections screen in Exalate

You will then see a prompt to enter the destination instance URL. This will be the link to your Salesforce instance. 

If you don’t know which link to enter, you can navigate to the left-hand “General Settings” Exalate menu and copy the URL from there. 

After a brief pause, new fields will appear. These will prompt you to choose the configuration type. 

Configuration modes in Exalate

Exalate comes in two configuration modes: Basic and Script.

The Basic mode allows you to work with default mappings and configurations that can’t be modified. It comes with the Free Plan that allows you to experience Exalate firsthand and offers up to 1000 free syncs per month. It is suitable for basic synchronization use cases.

The Script mode, on the other hand, offers the full functionality of Exalate with advanced configurations and AI-assisted scripting capabilities. With this mode, you can implement unique, complex, or advanced synchronization use cases using an AI assistant. 

You can also choose to upgrade your existing Basic connection in Azure DevOps or Salesforce to a Scripted one if you want to use Exalate with all its features and configuration modes. 

Both these modes have slightly different screens, so we will take a look at both of them one by one. 

Continue with the Basic Mode

If you select “Basic” on the screen above and click “Next”, you will be asked to verify admin access to the destination instance, Azure DevOps in our case. 

Click the “Yes, I have admin access” button if you have access. Then click “Initiate”. If you don’t have access, click “No, I don’t have admin access”. Exalate then generates a unique invitation code for you. You need to copy and paste this code manually on the Azure DevOps side. 

initiate basic Azure DevOps Salesforce integration

After a quick verification, you will be redirected to the Azure DevOps side. 

Select a project on the Azure DevOps side from a drop-down list. This would be the project whose work items you want to sync or the one in which you will receive incoming Salesforce entities. 

Click “Next” after selecting the one you want. 

salesforce to azure devops connection

A message stating that your connection has been established will be displayed. 

You now need to enter the work item key you want to synchronize on the Salesforce side. 

Click “Exalate” once you have entered it. 

successful Azure DevOps Salesforce integration

If you now navigate to the Salesforce instance, you will be shown the same screen asking you to enter the Case number you want to synchronize on the Azure DevOps side. 

Note: The Case number must be copied from the URL of the Case you select to synchronize. This is shown in the image below.

salesforce case number

Sit back and let Exalate do its work. Have a look at the status messages to know what’s happening. 

After a while, see the successful synchronization status as shown below. 

successful salesforce to Azure devops sync

In the Basic mode, you can sync

  • individual work items or Salesforce entities as shown above.
  • by creating triggers for automatic synchronizations. 
  • work items using the Connect operation on the Azure DevOps side.
  • the existing work items and Salesforce entities in bulk using the “Bulk Connect” operation. 

We will see how to create triggers a bit further down. 

Continue with the Script Mode

Moving on with the script mode, choose “Script” on the screen below and click “Next”. 

Note: We are initiating the connection from the Azure DevOps side now so you know how it works on both ends. But the same screens will appear if you start from the Salesforce side. 

After a brief pause, new fields will appear. These will prompt you to choose the configuration type. 

Configuration modes in Exalate

Enter the local instance short name, Azure DevOps since that’s our local instance, and also the remote instance short name, Salesforce in our case. 

A connection name joining the two names and appended with a “to” will be generated. You can choose to change it if you want.

Spend some time describing the connection. This will come in handy when you have a lot of them and don’t remember why you created a particular one in the first place. 

establish Azure DevOps Salesforce integration

Click “Next” when you are ready to move ahead. 

Then select the project on the Azure DevOps side as you did for the Basic mode.

Select project azure devops salesforce connection

A unique invitation code will be generated. This code is one of Exalate’s security mechanisms, such that each connection established ensures that data is sent and received from the correct source and destination. 

Click on “Copy invitation code” to copy it. Keep it somewhere safe. 

Click on “Done” once you have copied it.

exalate invitation code

On the Salesforce “Connections” tab, click on “Accept invitation”. 

accept salesforce azure devops connection invitation

After this, a multi-line text box will appear. Here, you paste the invitation code you had kept safe and click “Next”. 

paste exalate invitation code

This will complete your connection process in Script mode. You can now proceed to configure the connection. 

For this, you click on the “Configure Sync” button or edit the connection if you want to configure it later by closing this window. 

script mode connection established

Step 4: Customize the Connection to Decide What Information Gets Shared

Customizing or configuring the connection is necessary to control what information you want to send to the other side and how you want to deal with information coming from that side. 

It also involves creating automatic synchronization triggers, so you set them once or as needed and experience a two-way synchronization that happens according to the conditions you have set.

As mentioned before, you can choose to configure or edit it using the “Configure Sync” button. 

To edit the connection, navigate to the “Connections” tab and click on the edit icon in front of your connection name as shown below. 

Editing can happen at both ends, but the outgoing and incoming information you set or triggers you create will be specific to your platform.

You can also go to the other side of the connection by clicking on the remote antenna icon shown below. 

By clicking the 3 dots, you can either activate, deactivate, or delete the connection. 

Azure devops salesforce integration

Any way you decide to go ahead, you get similar screens for configuring the connection. 

It has 4 tabs: “Rules”, “Triggers”, “Statistics” and “Info”. 

We will see rules here and triggers in the next step.

“Statistics” gives you an overview of your synchronizations, such as the number of issues under sync, the date of your last sync, etc. 

The “Info” tab gives you information about your connection like the name, description, and type of connection. You can edit the description here if you want. 

Sync rules in Exalate

Let’s discuss the “Rules” tab now. 

The screen above shows the rules on Salesforce and the one below shows them on Azure DevOps. 

As seen, each side has a set of incoming and outgoing sync rules written in Groovy scripting language. It is pretty intuitive and easy to follow. 

Incoming sync rules specify how you want to map the incoming information. 

The Outgoing sync rules specify what information you want to sync with the other side.

You can edit the sync rules by adding scripts to send (Outgoing sync) or receive (Incoming sync) new information. Or by deleting the existing rules to stop sending (Outgoing sync) or receiving (Incoming sync) data, depending on whether you are editing it on the Azure DevOps side or the Salesforce side. 

For sending or receiving new information, we add a script and make changes in the outgoing/incoming sync rules.  

So in the screen shown above, if we want to synchronize “Opportunity” in addition to “Case”, we add the following code: 

if(entity.entityType == "Opportunity") {
replica.key            = entity.Id
replica.summary        = entity.Name
replica.description    = entity.Description
}

Here, entityType is the Salesforce entity you want to sync. The ID, name, and description of “Opportunity” are synced with the key, summary, and description of work items. 

Sync rules in Azure DevOps

Now if you want to stop the data exchange, delete those lines in the outgoing and incoming sync rules respectively.

If you prefer to keep the rules so that you can use them later, you can simply comment them as shown on the screen below. 

To comment a single line, add “//” at the start of the line. To add a comment to multiple lines, add a “/*” at the start of the line and a “*/” wherever you want the comment to end. The commented lines will be ignored while synchronizing information. 

For instance, we don’t want to sync the summary of work items, we simply comment on the line: //replica.summary = workItem.summary

Connections in Script Mode Using AI Assist

The Script Mode allows you to generate and optimize scripts using the AI Assist feature — which appears as a tab under both the incoming and outgoing sync rules.

How does it work?

Enter your sync requirements into the chat box, and AI Assist will generate scripts based on your input, existing configurations, and Exalate’s scripting API.

It is also important to note that AI is not perfect. So, you need precise and detailed prompts to ensure the best results. 

Let’s say you want to sync statuses between Azure DevOps and Salesforce; the prompt could look something like this: 

“I want to sync the status of my work item with the status of a Salesforce case.”

AI assist sync rules

After a moment, the script will be generated, with suggested changes highlighted in green and red. The green scripts are suggested additions, while the red scripts are suggested deletions. 

If the new snippet works for you, click on “Insert Changes”. Otherwise, you can discard the suggested code. If needed, you can refine your prompt and, once satisfied, publish the changes.

Proceed to create automatic synchronization triggers now. 

Step 5: Set Conditions for Automatic Synchronization: Triggers

Sync rules control what information you send and receive. To start the synchronization, you need to create triggers. Triggers are conditions you set, which when met, exchange information based on the outgoing and incoming sync rules you have set. 

To create triggers, click on the “Triggers” tab shown below. 

Alternatively, you can also create triggers by clicking on “Triggers” in the left-hand menu of “Exalate”. 

Both approaches send you to similar screens, but the latter one asks you to select the connection you want to create a trigger from since it is from the general tab. 

You will see a list of triggers here. It will be empty if you haven’t created any. 

Click on the “Create trigger” button. 

create azure devops salesforce integration triggers

An “Add trigger” pop-up will be displayed. 

The first drop-down will ask you to select the entity type you want to create the trigger for. 

On the Azure DevOps side, it is a “Work Item”.

On the Salesforce side, there are many entity types you can sync, but the most popular ones are Accounts, Products, Opportunities, Tasks, and Cases

Triggers in Azure DevOps

The “If” field is the condition of the trigger. In the above example, we created a trigger for the work item type “Task” i.e [Work Item Type] = ‘Task’

You can use platform-specific query language in the “If” section. 

WIQL (Work Item Query Language) in the case of Azure DevOps and SOQL (Salesforce Object Query Language) in the case of Salesforce. 

On the Salesforce side, you first select the Salesforce entity. We select “Opportunity” as shown below.

create triggers for azure devops salesforce connection

For Salesforce, there are 2 ways you can deal with the “If” section. The first is to fill in the text boxes with proper information about the Opportunity you want to filter, as shown on the screen above. 

Or toggle the “Use search query” switch to enter a SOQL query as shown below.

Salesforce SOQL

To learn more about how to create them for specific platforms, refer to this one for Azure DevOps or this one for Salesforce. 

Leave “Notes” so you know the purpose of your trigger. 

There is a checkbox that lets you activate or deactivate a trigger. This is useful when you don’t need the trigger and don’t want to create it from scratch later. Click the “Add” button afterward. 

The trigger you have created will appear as shown below. 

You can choose to edit or delete the trigger from here. To synchronize existing work items matching your trigger criteria click on the 3 dots and select “Bulk Exalate”. 

bulk exalate

Once you are done, click on “Publish” to apply the changes to your connection. 

Step 6: Synchronize Information between Azure DevOps and Salesforce

For the Basic mode connection, individual work items and Cases can be synced by following the procedure mentioned in Step 2. 

You can also create triggers or use the “Bulk Connect” operation for syncing information with the Basic mode. There is also a “Connect” operation on the Azure DevOps side that you can use to synchronize work items. 

Information in the Script mode connection can be shared by using the “Connect” operation in Azure DevOps, by creating triggers, or by using the “Bulk Connect” operation in both Salesforce and Azure DevOps. In addition to this, you can always edit what information leaves your system and how you interpret incoming information using the sync rules. 

Exalate periodically checks for new synchronization requests or existing sync updates. So if you don’t see your sync result immediately, wait for some time and try again.

Common Use Cases For Azure DevOps to Salesforce Integration

Case 1: Sync Salesforce Cases with Azure DevOps Work Items

Suppose your sales team uses Salesforce, and your development team uses Azure DevOps. 

The sales team always has access to customer feedback, queries, and new feature requests. 

Integration between these applications would mean that they can request bug fixes and dev updates right from within Salesforce. This, in turn, would create a new work item in Azure DevOps.

Case 2: Provide Progress Updates to Teams in Collaboration

 An automatic bi-directional synchronization here would mean the sales team having real-time updates about the work items they have raised, and always having the correct answers for their customers. 

This would also hold in the opposite case. Suppose the development team is working on a frequently requested feature update. They send this across to the sales team on Salesforce, maybe as a “Task”. 

The comments, statuses, and other relevant information can then be exchanged between Salesforce and Azure DevOps, helping the sales teams to close deals that are pending due to that particular feature request faster and in a more organized manner. 

Case 3: Establish a Smooth Customer Support Pathway

Let’s use a common cross-platform integration scenario, for example. Say a company’s Zendesk is connected to Salesforce to automate the creation of cases from tickets. The details can now be forwarded to the development team on Azure DevOps.

Comments from the devs will then be funneled through Salesforce to the customer on Zendesk. The devs can also filter out the comments that should go to the sales team using specific conditions and expressions.

This 3-way integration can help speed up the resolution time for reported issues or defects while giving each side their autonomy.

Case 4: Help Companies Transition Smoothly During Mergers

One aspect of mergers and acquisitions is the connection of existing teams and systems. Imagine a situation where the two companies want to connect their Azure DevOps and Salesforce systems–or they want to migrate data from one side.

An integration solution like Exalate can act as the perfect middleware to facilitate the gradual transfer of key information between both sides. It also keeps both sides connected until all processes and systems are unified.

Discovery call with Exalate

Conclusion

This guide served to explain why Azure DevOps integration is essential to bridge the gap between sales and development teams. How it helps alleviate problems these teams face due to manual data entry mistakes, thus wasting a lot of valuable time and effort. 

We also saw how an automatic and real-time information exchange between Azure DevOps and Salesforce can help us have a consistent and reliable view of revenue-driving information. 

We also discussed how Exalate offers features suitable for such an integration. Then, finally had a look at how an Azure DevOps Salesforce integration can be implemented by following a few straightforward steps.    

Do you have a use case that requires Azure DevOps to Salesforce integration? Book a demo with our engineers to get started.    

Frequently Asked Questions

Why integrate Salesforce and Azure DevOps?

You can integrate Azure DevOps and Salesforce to bring the development and delivery processes together and foster collaboration and visibility across both platforms. Overall, it improves efficiency and quality in delivering Salesforce solutions. 

Can Salesforce connect with Azure DevOps?

Yes, Salesforce can connect with Azure DevOps. The most common reason to integrate these platforms is to escalate bugs or issues for the dev team to fix. For instance, you can sync cases from Salesforce to Azure DevOps work items and get real-time status updates on the bugs. 

How to integrate Salesforce with Azure DevOps? 

You can integrate Salesforce with Azure DevOps using third-party apps or REST APIs. However, integrating using REST APIs can require some development effort, so we advise you to use third-party apps. 

What data can I sync between Salesforce and Azure DevOps? 

You can sync any Salesforce objects(even custom ones) between Salesforce and Azure DevOps. You can also sync related Salesforce objects, e.g., cases linked to an account, and keep statuses updated on both systems. You can sync all types of work items from Azure DevOps to Salesforce. 

Can I use Exalate to integrate Salesforce and Azure DevOps? 

Yes, you can use third-party apps like Exalate to sync data between Salesforce and Azure DevOps. With Exalate, you can perform advanced integrations with the help of custom-built Groovy scripts

Recommended Reads:

B2B Integration: The Comprehensive 2025 Guide

B2B integration

Businesses need to automate, optimize, and integrate their processes in order to collaborate and communicate effectively with their customers, partners, and suppliers. To do so, an effective B2B integration strategy must be in place.

But before we get to it, it’s necessary to understand B2B integration inside out, and this guide serves to do exactly that. 

It discusses how B2B integration works, its types, its implementation patterns, and how it can improve your revenue-directed business processes.

It also sheds light on Service Integration and Management (SIAM) in the context of B2B integration and how it can help organizations bring value to their customers. 

So let’s get started.

What is B2B Integration?

B2B integration (business-to-business integration) is the process of connecting two or more businesses to create a symbiotic relationship between them.  

These organizations could be suppliers, partners, vendors, or customers. It also means that every such organization has its own set of applications and systems (ERP, CRM, SCM, and so on).

And the problem here is that these systems are not meant to cooperate with one another inherently.

b2b integration

So when all these different systems play different roles in a business ecosystem, trying to exchange information with each other, the different formats, protocols, technologies, and deployment models don’t allow for information to be shared seamlessly. 

This is where B2B integration comes into the picture. 

It helps these disparate systems, which don’t possess the inherent technology to communicate. It also enables companies to exchange business-critical information within and across their borders automatically and in real-time as well. 

Business-to-business integration also involves automation and optimization of business processes to help them improve their external relationships with their suppliers or trading partners and integrate processes to support these relationships. 

Simply put, B2B is a cross-company or cross-platform integration strategy that companies adopt to enable them to collaborate, communicate, and trade more effectively with third-party organizations. 

Let us see how the core B2B integration technologies have evolved.

The Evolution of B2B Technologies

The first attempt at B2B integration can be found in EDI (electronic data interchange), which emerged in the 1960s.

EDI enabled businesses to exchange files or information electronically. So instead of sending back and forth pieces of paper, you could send documents between companies with the help of EDI Software. 

EDI electronic data interchange

The EDI software allowed companies to bypass manual processes and send documents automatically using a standard EDI format. This reduced human errors. 

However, this setup was very costly to implement; hence, it could not be adopted by small or medium-sized businesses since they simply could not afford it. 

The rise of the internet in the 1990s provided an exciting opportunity to exchange information for small and medium-sized businesses. 

Out of this need, e-marketplaces or e-hubs came into existence. This low-cost option enabled all businesses to communicate over the Internet. Interoperability increased, and companies found themselves collaborating more widely and openly.

As the internet matured, the B2B technology paradigm fundamentally shifted. Protocols like HTTP, FTP, and SMTP opened up new avenues for integrating applications over the Internet. 

During this time, XML became a universal standard for representing and exchanging structured data that was independent of any programming language, software platform, or hardware. Its popularity increased, and it soon came to be used in EDI exchanges as well. 

XML also led to the emergence of web services—methods for integrating programs through standard XML technologies using unified and open interfaces called application programming interfaces (APIs).

Through web services, communication is possible over company intranets, extranets, and the Internet. Since they are platform-independent, they have helped reduce integration problems between different systems to a large extent. 

To gain a little more insight into what benefits an organization can gain from a B2B integration, let’s delve into it a little deeper in the coming section.

How Does B2B Integration Work?

B2B Integration involves pulling information from source systems or applications and transferring/ transforming it onto target systems. These systems can be internal within the company or can be external systems outside the company’s borders, likely of their trading partners, customers, or suppliers.

To lay the groundwork for the integration process, the following are the core B2B integration steps.

Steps of B2B integration

Step 1: Decide Who to Integrate With

This involves making decisions about which trading partners/ suppliers/ vendors/ customers you want to integrate with.

It means identifying the systems or applications that these companies use. The network layouts and APIs provided by their applications must be taken into account before proceeding.

Deciding on the type of communication between integrating applications and systems is also necessary.

For synchronous communications, like payment gateways, the sender application waits for a response from the receiver application and doesn’t proceed until it receives one. Here, communication timeouts are a significant bottleneck. 

But for asynchronous communication, the sender application proceeds and doesn’t wait for a response from the receiver application. This can be used when there is a simple purchase order receipt that needs to be transferred across systems. So there is no dependency between them. 

Step 2: Pull Data From The Source System

This step involves pulling data from source applications. This data can be gathered through APIs or web services. 

The way this data is extracted depends on the deployment model of the integrating systems. The data can be as simple as information about a ticket raised by a customer, or as complex and important as monthly sales figures. 

Step 3: Decide on The Data You Want to Exchange

Choose what documents you want to exchange and their formats in terms of B2B specifications like EDI, EDIFACT, Custom, and so on.  

In addition to documents, it’s also necessary to consider the format of the data to be exchanged. 

Not all data is in the standard format, because companies generally use their own proprietary formats (like iDoc, flat files, etc). So there is a need to convert this data into standard formats like CSV, JSON, XML, etc. 

Step 4: Agree on a Common Transport Protocol 

The communicating parties need to agree on the transportation medium and messaging protocols (like FTP, HTTP, etc) for effective integration. 

In addition, the following questions can be your drivers for this step:

  • How big is the file to be transferred?
  • Is real-time synchronization of data required?
  • Does the information contain sensitive or critical business data?
  • Does the communication need to be asynchronous or synchronous?

For the transfer of files or information between systems, security is important. So, proper encryption mechanisms for files must be in place. 

Protocols like HTTPS for secure file transfers are a must. In case an unencrypted transfer between two systems needs to happen, then it must be encrypted through a VPN (Virtual Private Network).

Step 5: Make Sense of The Information in The Target System

The last step is when the data reaching the target system is converted, made readable, and absorbed into the end-to-end business process. 

Sometimes companies use web portals, making the process of extraction, transformation, and ingestion of data into the business ecosystem easier. 

The way data is interpreted in the target system is essential because it is crucial to show the benefits that such integration will bring. 

Positive impacts on SLAs, happier customers, faster onboarding of new trading partners, and faster business approvals all indicate your integration process is right on track.

Types of B2B Integration

The classification of the types of B2B integration is tricky, as they often overlap. This is because any type of integration can always have underlying standard components or features similar to some other type. 

Types of B2B integration

Data Integration

Different applications existing in the B2B ecosystem cannot read and exchange data inherently. So, there is a need for special solutions to make this happen. 

Depending on the solution, you need a cross-compatible solution. For instance, Salesforce data integration tools can bridge the gap between Salesforce and other applications.

Such tools enable data to be exchanged automatically between applications for different kinds of transactions, like order-to-cash, quote generation, status updates, etc. 

The first option to beat the integration obstacle is to write code with a bunch of transformers to interpret data between different applications. 

The other option is to convert the data being exchanged into standardized formats so that each application can read and interpret it easily. Standards like XML are popular for sharing data this way. 

System Integration

This type of integration involves connecting computer systems with software applications, even integrating data from databases. 

The purpose of integrating these different components is to have them act as a single system. Integration of these systems is done to carry out business tasks smoothly. 

Process Integration

In this type, the logical business processes are automated by mapping them onto IT assets. Here, steps in a workflow are identified, and how different applications will play a role in interacting with and automating these steps is implemented. This leads to much faster delivery of goods or services and reduces errors of manual intervention. 

Application Integration (Enterprise Application Integration)

Companies and their trading partners often use CRM, ERP systems, etc, that are hosted on-premise or as cloud apps, to address their business needs. Because these applications aren’t designed to talk to one another, there is a need for technology to do so.

Enterprise application integration (EAI) is achieved by presenting the different applications as one single application with a common UI (user interface).

For this approach, some companies choose to integrate their applications using middleware technologies for collecting data entered by users in web pages/UI, others might build point-to-point integrations, and still, others can leverage APIs and web services.

Applications when integrated can deliver a comprehensive view of business-critical processes and data, driving revenue and eliminating information silos. 

Integrating applications can support different use cases in the business ecosystem—like dispute resolution and trading partner onboarding. Application integration tools can also include traceability and audit control to check if any SLAs are missed.

Cross-Company Integration 

This is a spin-off of application integration, which essentially works towards integrating different applications (like issue trackers, CRM, work management systems, etc) to exchange business-critical information between them. 

This information exchange is bi-directional, real-time, and automatic. 

cross company integration with Exalate

Exalate, for instance, is a cross-company integration solution that allows different work management systems (like Jira, ServiceNow, Azure DevOps, Zendesk, Salesforce, and more) to sync data with one another bi-directionally.

The type of integration that your organization should choose entirely depends on your use case. This is because every business has different demands and processes, so choosing one or a combination of these types is a decision you make with industry experts based on your specific needs.

What are the Connection Models for B2B Integration?

The integrating systems can connect with different types of connection models. The following is a brief description of the way these models are implemented. 

Point-to-Point Connection

This is an ideal model for companies that don’t have complex business logic to run. It represents the integration of systems that are directly connected individually. 

Point-to-point integration is traditionally EDI-based. Here, data is extracted from one system, modified into another format, and sent to the targeted system. 

Point to point connection

Its simplicity is what makes it easier to adopt. But the systems are tightly coupled so there is a dependency between them. 

Hence, scaling this solution becomes difficult. Too many point-to-point connections give rise to a star/ spaghetti integration mess. 

One-to-Many Connection

This multi-platform integration format involves a central entity that serves as a common user interface layer connecting other subsystems. The central entity can be called an ESB (Enterprise Service Bus).

One to many connection

The ESB works as a middleware that glues multiple subsystems together and acts as a messaging backbone. This model can be used for integrating complex internal systems of large companies or can be used over the cloud. 

The main advantage of this type of connection is that the ESB or middleware can be easily replaced without affecting the other subsystems. 

Ideagen, a GRC (governance, risk, and compliance) company, used Exalate to connect with multiple businesses and partners. This helped them increase efficiency by automating the handover process between support and development.

Hub and Spoke Connection

In this integration model, the central hub acts like a message broker through which all the requests or messages are passed. The hub has an integration engine that serves to translate messages for its spokes (multiple subsystems), helping them communicate with each other. 

Hub and Spoke connection

Here, spokes can be easily added without disturbing the architecture. However, the downside is that an additional hop in the form of a hub increases latency. This model is widely used in e-commerce and financial services.

Today, modern integration solutions and platforms make these connection models seem simple, but the reality is more complicated than that. 

iPaas (Integration Platform as a Service) 

iPaas or integration-as-a-service is a set of cloud-based integration solutions for building and deploying integrations in the cloud. You can integrate your systems, data, and processes as an all-inclusive package, which is accessible through common interfaces.

integration as a service cloud based solution

It has a library of pre-built connectors, which help disparate applications connect and communicate with each other, without having to worry about how they are hosted (on-premise/ cloud).

Hybrid Integration Platform (HIP)

HIP is a generic version of iPaaS offerings. A hybrid integration platform enables cloud-based solutions (public /private) or on-premise systems to integrate and work as a single unit seamlessly.

hybrid integration platform diagram

They comprise two basic components:

  • Protocol connectors – to handle various protocols like HTTP, TCP, etc.
  • Standard data formatter- to handle various data formats like XML, JSON, etc.

There are a lot of players in the market offering these integration services. Exalate overlaps with both HIP and iPaaS. It helps integrate different work management systems to synchronize information and data flow between them bi-directionally.

Why Do You Need B2B Integration?

We’ve discussed the evolution and types of B2B integration. Now let’s take a look at the benefits you can expect from a B2B integration.

For starters, integrating two business processes or platforms can help reduce time, cost, and errors incurred by the manual processing of information. This is crucial for time-sensitive information exchange industries like logistics, just like LF Logistics was able to manage for faster delivery and field management.

It also helps businesses increase productivity and efficiency due to the automation of key business processes. The workflows of these processes are orchestrated end-to-end to ensure smooth collaboration. Turkiye Sigorta was able to maintain a streamlined line of communication with suppliers.

With B2B integration, companies can enjoy automated movement of business-critical information or files. So there is less rework and increased cash flow. This increases the visibility and comprehensive view of revenue-driven business processes, resulting in faster decision-making.

Modern B2B integration tools provide the possibility to incorporate stringent government and industry compliance requirements through secure and enhanced data integrations. This allows managers and stakeholders to track, report, monitor, and verify the flow of information throughout the business ecosystem.

In general, B2B system integration provides a holistic global transformation for the organization brought about by the synchronization of disparate systems, data, and applications.

How Companies Handle B2B Integrations

A key component of these benefits is to connect different applications. This process often results in companies using a hotchpotch approach for implementing it. But it all boils down to building or buying the integration.

Let’s see how they go about it. 

Build it in-house 

This is the most obvious approach for any company. But building an integration solution requires immense technical expertise and resources, and can be time-consuming and costly. 

Such a solution, though robust, is not scalable. Also, maintenance and updates of this solution put added stress on technical resources who would have been better off on other important work.

Peer-to-Peer connections

A spin-off of building the whole integration solution can be to have point-to-point connections with specific suppliers or trading partners.

peer to peer connection diagram

This approach is simple and cost-effective upfront. But as the number of businesses or applications increases, it soon becomes a maintenance nightmare. 

Using Native App Integrations

Apps built nowadays have a certain number of native integrations they already support. For example, almost every marketing automation tool today connects directly with Salesforce. The same applies to ServiceNow integrations as well as the IntegrationHub option.

This is a convenient approach as it provides the most popular use cases. But it also means that they become static after a point and lack flexibility or additional customization capabilities. 

Integration Solutions Providers

The most logical outcome of all the above three possibilities is to look at integration solution providers who provide integration capabilities. These solutions provide the architecture needed to digitize information and route it through the organization’s trading ecosystems. 

B2B integration platforms are an essential part of these software solutions, wherein they integrate all critical business and workflows across their partners, suppliers, and vendor systems using a single gateway.

They help extract information from source applications, process it into respective business process formats, and then send it across to the destination application using appropriate transport protocols.

You can also outsource the A-Z of your integration to these solution providers if you don’t want to deal with the integration hassle yourself. 

B2B Integration Use Cases

Here’s a use case to help you understand why and how companies can really benefit from a B2B Integration. 

Use Case 1: Connect Manufacturers to Suppliers

Consider an automobile manufacturer that wants to procure raw materials. For this company, this means contacting different suppliers. 

This involves:

  • requesting the pricing and availability of the raw material (QPA – Query for pricing and availability), 
  • getting quotations, 
  • comparing quotes and choosing a supplier, 
  • sending the purchase order (PO), 
  • making the payment and finally receiving the purchase receipt (PR). 
how b2b integration works use case

In order to do all this, they spend months on end procuring even the most basic raw materials. It also means that there is a manual intervention for all of the above processes, leading to more delays and costly errors. 

So they decided to put in place an integration for this, and it worked as follows:

  • The automobile manufacturer broadcast (an asynchronous message) a QPA of a particular item to various suppliers over their B2B gateway.
  • When the QPA was sent out, an entry for it was made in their own backend ERP. 
  • After receiving the query, the suppliers checked the availability of that particular item in their inventory database. 
  • They then sent the buyer a reply with quotes, each containing the price and availability of that particular item using their own B2B Gateway. 
  • The information transmitted was interpreted by the different companies with the help of B2B gateways. 
  • Once the supplier with the appropriate quote was shortlisted, a PO was sent to the selected supplier. The supplier then confirmed the order and sent back a request for the payment (a synchronous message). 
  • After making the payment, the buyer received an acknowledgment in the form of a PR from the supplier. 

B2B Gateways are applications that enable businesses to provide secure, reliable, and real-time data interchange between internal and external systems or applications of their trading partners. 

Use Case 2: Inter-Company E-Commerce Enablement

An e-commerce company (Company A) has outsourced its website development to another company (Company B). 

Company A uses Jira to manage its day-to-day operations, while Company B uses Azure DevOps. Now problems started to crop up when they tried to collaborate and share information with one another. 

Jira Azure DevOps working together without Exalate

This is because the information regarding work items passed between them was through phone calls or emails, and it had to be updated on their respective trackers (Jira/ Azure DevOps) manually. 

This increased friction between their teams started to impact their business negatively through data loss and errors. Customer complaints were taking time to resolve, and Company A’s SLA was constantly declining. 

So they decided to opt for an integration solution here that would help them overcome this current challenge. 

The solution ensured that:

  • Information was passed bi-directionally between the 2 issue trackers with the help of pre-defined mappings, for example: work items in Jira were mapped with work items in Azure DevOps. 
  • Company A had a complete view of the information passed between the different issue trackers. This meant that proper status updates about issues were triggered and updated on both Jira and Azure DevOps automatically.
  • Both companies had autonomy while collaborating. This meant that they both could control what information was passed between their issue trackers and how the incoming information was interpreted.
  • The data exchanged was secured by means of appropriate encryption methods, and data lost between transitions was correctly recovered without manual intervention.
Jira Azure DevOps working together with Exalate

Such a B2B integration solution started to positively impact company A’s SLA, leaving it with happier customers. It also helped reduce manual data entry errors, and both companies could enjoy seamless and frictionless communication with each other. 

Use Case 3: MSP Integration

Managed services providers (MSPs) are the primary beneficiaries of B2B integration because it provides them with a seamless integration platform to connect with their partners and other MSPs.

For instance, a cybersecurity MSP used Exalate’s deep ticket integration to gain a competitive advantage. This integration gave the MSP the flexibility to help customers prevent, detect, and optimally respond to security issues to achieve what they call a stronger security posture.

When the MSP’s customers create incidents, problems, or other entities on ServiceNow, the contents in the fields will be mapped to the internal service team’s Jira Service Management.

So once they update the Jira work item or ticket, the customers will receive an instant update in the entity they created.

In addition to the above examples, B2B integrations can help a wide variety of industries.

Applications of B2B integration

B2B integration can benefit almost any type of industry irrespective of its location, size, or domain. But it definitely has challenges that need to be acknowledged beforehand.

The Challenges of B2B Integration

Whether you have an in-house B2B integration solution or cloud-hosted integration services, they both face some challenges when it comes to implementing them end-to-end in a business ecosystem. 

  • The primary reason for this is the vast number of technologies that keep evolving. So does the number of protocols and standards. This always remains the primary challenge for B2B integrations.
  • Today’s organizations have their eyes set on how critical business data fits into the broader business context, so having a “100% holistic view of critical data” is challenging.
  • Including the ever-shifting regulatory and governance concerns in integrations is itself a big challenge. 
  • There’s always a vast number of business documents to exchange in the initial stages. Big data creates problems for integration due to its sheer volume.
  • Smaller companies often lack the budget and resources for end-to-end business integration solutions.

How to Pick The Right B2B Integration Solution

So, what must companies actually look for in an integration solution? Let’s have a look at the most important considerations: 

Deployment Model

The deployment model could be on-premise, cloud, or hybrid. On-premise means that the integration solution is deployed and managed on the organization’s servers. A cloud model means the solution is provided “as-a-service”. The hybrid approach combines both options. Though the cloud model provides a faster implementation than on-premise solutions, companies still prefer on-premise solutions when they want added security for their integrations. 

Cost of the Integration Solution

This is one of the major drivers for adopting and choosing an integration solution. So maintenance costs, upgrades, IT support costs, and upfront costs must all be considered before making the decision. 

Also, the training costs of staff and employees must be taken into account. As an essential part of this exercise, you can even perform a measure of due diligence for risk assessment of how your integration approach has impacted the organization’s human capital perspective. 

Security Features

Data is currency, so its security is paramount. Whatever the industry, companies are always looking for solutions with inherent security mechanisms. 

Private VPNs, HTTPS, advanced authentication tools, secure file transfers, and role-based access mechanisms are much sought after. Additionally, ISO 27001 certification is also preferred.

Additionally, your security concerns are also related to how highly regulated your industry is. It means taking into account any compliance, regulatory, and GDPR considerations.

System Flexibility 

Flexible customizations, control over what information is passed between systems and how incoming information is interpreted, covering unique business cases and highly specialized integration scenarios, all must be looked out for while choosing a solution.

Adopting IT in business comes with a cost associated with it. So, when it comes to getting good returns on your investment, it’s important to make the right choice. 

As part of flexibility, the B2B Integration solution you choose should allow you to create complex integrations with the help of AI-powered chatbots, copilots, and virtual assistants. 

So it makes sense to spend a little time thinking about how you can incorporate some best practices in your B2B integration effort.

B2B Integration Best Practices

It’s important to choose newer technologies and solutions when it comes to integrating business data, applications, or systems.  

This is because sometimes, even vendors who previously provided support for legacy systems like older EDIs might no longer find it feasible to repair, maintain, or support them. 

b2b integration best practice diagram

Moreover, different applications do not support the built-in mechanisms to interact with each other, so they require technology to do so. 

However, the problem with technology is that it will become obsolete very soon. Modern technologies like APIs are evolving fast. So, businesses must allow for integration between these modern designs of integrating applications. 

Cloud-based B2B integration solutions are gaining popularity because they are more affordable than on-premise ones. This is true even while scaling because the multi-tenant architecture of cloud applications ensures true scalability and helps companies grow. So it’s the best choice companies can consider. 

As a general rule of thumb, it’s important to take a step back and think about how B2B integration can help your company and what value it can add. It means having to understand your business needs and requirements by involving stakeholders and devising a strategy for it.

B2B integration also involves evaluating or re-evaluating your business processes and finding a solution that can complement them in the best possible way. You do not want an integration solution that will force you to overhaul your processes and workflows entirely. 

It’s also important to think about how the solution will cater to the future of your business. Doing this is slightly tricky, but it’s essential to understand how the solution will scale as your business grows because you don’t want to end up with a rigid solution. 

The most crucial aspect of this is choosing a solution that your organization can adapt to easily. It must be easy to use and intuitive enough for all users of your organization. It must not take a lot of time to set up and get running. 

The Future of B2B Integration

Businesses are slowly beginning to offload their heavy B2B lifting to seasoned integration experts. Organizations will no longer struggle to have frictionless communication with their partners. 

where b2b integration is headed

In response to business needs, B2B integration services are being developed in the following ways.

  • Integration services no longer support merely exchanging and transforming data. The integration platforms now support a whole gamut of suppliers and their systems, even things that are connected to their networks, like IoT devices. 
  • More and more organizations are slowly moving towards outsourcing their B2B integration services to be managed by third-party providers with the right expertise. 
  • These services are now delivered over the cloud, on-premise, or over a hybrid deployment model. The exponential growth of cloud-based services has opened up a vast number of possibilities wherein the various integration disciplines like B2B integration, application-to-application (A2A), ETL ( extract-transform-load), and the like are getting blurred. This is an age where a single integration platform can serve the needs of almost all kinds of integrations.

SIAM in The Context of B2B Integration 

SIAM (Service Integration and Management) means management and governance of services in a multi-sourced environment. 

It introduces the role of a “service integrator”, working towards aggregating and consolidating the services provided by the service providers to deliver value to the customer. It is a single logical entity responsible for the end-to-end delivery of services. 

SIAM diagram

Many companies have widely adopted SIAM, and it is slowly gaining its stronghold due to the immense value it brings to multi-sourced environments. 

Using such a strong methodology in B2B integrations would mean having to deliver the same standards and values that SIAM sets for your integration effort. 

So, integration solution providers must strive to adopt SIAM methodologies and best practices to deliver increased value to their customers. 

Furthermore, as SIAM’s demand is increasing in a multi-vendor outsourcing ecosystem, the players already adopting SIAM put continuous efforts into enhancing their solutions by including B2B integrations. 

There is also an increased awareness in organizations to use ITIL 4 (Information Technology Infrastructure Library) because of the immense benefits it brings to providing IT services end-to-end and co-creating value for customers. 

This has also led to a boost in organizations adopting SIAM and, in turn, using B2B integrations because SIAM works towards creating the same value as ITIL in a multi-sourced environment.

Exalate as the Perfect B2B Integration Solution

Exalate is perfect for connecting businesses because it provides an IaaS (integration as a service) option for connecting with MSPs and external customers.

At the same time, Exalate supports unidirectional and bidirectional integration between systems such as Salesforce, Zendesk, Freshdesk, Jira, GitHub, Azure DevOps, ServiceNow, and many more. 

It provides an AI-powered integration scripting console for customizing your mappings. The engine (Groovy-based) uses an embedded chatbot known as AI Assist to generate scripts for scripting connections. 

With Exalate, you can establish a network of partners by connecting applications and systems with them to share and obtain necessary resources. The good news is that you regain autonomous control of your systems.

This guide explained a brief history of this B2B integration, what different technologies are used for it, and how they have evolved. 

We also explored how organizations tackle B2B integration and how approaching professionals who deliver integration capabilities is recommended rather than building an integration in-house.

And most importantly, we saw how we can make B2B integration drive huge benefits for the organization by adopting SIAM and ITIL 4 methodologies. 

Ready to connect your business tools with partners? Book a short call with our team to discuss, and we’ll take it from there.

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