Link an Existing Aria Account to a New ServiceNow Account in the Aria Billing Studio

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Overview

Overview

To work with existing Aria accounts in the Aria Billing Studio for ServiceNow application, you must first create an account and billing contact in ServiceNow and link these to an existing Aria account to create an Aria Billing Account. You will also need to link the Aria Billing Account's billing contact to the desired contact in Aria to support the flow of contact information to your Aria Billing Cloud instance.

Create a New ServiceNow Account

Click on Workspaces_Aria Billing Studio.png

In your ServiceNow application, click on the Workspaces tab.
Then click on Aria Billing Studio from the dropdown.

Click on Accounts_New Button.png

From the Accounts menu tab, click on the New button in order to create a new ServiceNow account .

Create New Account Page_Fill In_Click Save.png

The Create New Account page displays. Type in / check relevant account information.

a. Account Name
b. Account Number (The account number is automatically and is also editable.)
c. Parent Account

Note: The Parent Account field is used to create a child account to parent account relationship. As an example, a previously created ServiceNow account could be assigned as a parent account to this new account. Use this field's search capability to find and select a Parent Account if desired.

d. Registration Code
e. Customer or Partner
f. Website
g. Phone Number
h. Street Address, City, State, Zip, Country
i. Notes
j. Aria Status (click on the drop down arrow to select the desired account status (Active, Registered Pending Activation, Deactivated, or Permanent)
k. Contact Email.

Click on the Save button to create the new ServiceNow account.

New Service Now Account_Create Billing Contact_Click on CSM-FSM.png

The new ServiceNow Account Screen displays as shown above.

Create a New Billing Contact in ServiceNow

Note: The Contact that’s created here (in the case of an existing Aria account) is the Account contact in Aria, though in ServiceNow it is called the Billing Contact.

To create an account contact for this account that will be used for Aria:

From the Workspaces menu tab, click on CSM/FSM Configurable Workspace from the dropdown.

New Billing Contact_Click on List Icon_Contacts.png

From the CSM/FSM Configurable Workspace, click on the List icon.
Scroll down the list to Customer, and click on Contacts.

Customer Contact List_Click on New.png

From the Customer - Contacts list, click on the New button.

Create New Billing Contact Detail_Click on Save.png

The Create New Contact page displays. Type in or use the field's search feature to complete the billing contact information.

a. Contact First and Last Name
b. Account
c. Title
d. Language
e. Contact Email
f. Business and Mobile Phone Number
g. Time Zone
h. Notification

Note: Field's with * are required fields.

Click on the Save button to create this new Billing Contact.

Click on ABS tab to Create Aria Billing Account.png

Create an Aria Billing Account

From the Workspaces menu tab, click on Aria Billing Studio.

SN Account Screen_Click on List Icon.png

From the ServiceNow Account screen, click on the List icon.

Create Aria Billing Account_Click ABA_Click New.png

To create the Aria Billing Account for this ServiceNow account:

Click on Aria Billing Accounts default list's tab.
Click on the New button.

Create Aria Billing Account Detail_Click on Save.png

From the Create New Aria Billing Account screen, click in the Account field and use the search feature to select the desired ServiceNow account.
From your Aria Billing Cloud client's,Customer Care Portal, type or copy/paste the Aria account number that will be associated to this account.
Click in the Billing Contact field and use the search feature to select the desired Billing Contact that will be associated to this account.
Click on the Save button.

New Aria Billing Account for Create Accounts.png

The Aria Billing Account Main Screen displays as shown above.

Link the Aria Billing Account's Billing Contact to the Aria Billing Cloud Contact

From the Aria Billing Account's Main screen, click on Contacts menu tab.

Note: For existing Aria accounts, you need to link the Aria Billing Account's billing contact created in ServiceNow to the desired contact in Aria to support the flow of contact information to your Aria Billing Cloud instance.

Copy_Paste Contact.png

The Aria Billing Account's Contact screen is displayed as shown above.

Note: These are the Contacts (Account, Billing, Statement) and Contact Numbers that are currently listed for the account in your Aria Billing Cloud instance.

Copy the Contact Number of the contact that you want link to the Aria Billing Account's Billing Contact that you created in ServiceNow.
Click on the List icon.

Click on the ServiceNow Account_For Contact Linkage.png

21. Click on the ServiceNow Account associated to the Aria Billing Account.

Click on ServiceNow_Account_Contacts.png

The Aria Billing Account's associated ServiceNow Account's Details screen is displayed as shown above.

Click on the ServiceNow Account's Contacts menu tab.

Contact in ServiceNow Account Associated to Aria Billing Account.png

The ServiceNow Account's Contacts screen displays as shown above.

Note: This is the Billing Contact created in the ServiceNow Account that was associated to the Aria Billing Account. See Create a New Billing Contact above.

Click on the Contact's User ID.

Paste _External ID_Click Save.png

Paste the Contact ID (from Step 19) into the External id field.
Click on the Save button.

Note: The Aria Billing Account's billing contact created in ServiceNow is now linked to the desired contact in Aria to support the flow of contact information from ServiceNow to your Aria Billing Cloud instance.

Repeat steps 1 through 25 to link existing Aria Accounts to your Aria Billing Studio for ServiceNow environment.