Add an integration instance ↗

To use a downloaded integration, you must configure an integration instance.

Before you begin:

• Content packs containing integrations are downloaded when you adopt playbooks and configure playbook tasks. The content pack must be downloaded before you can configure an integration instance.
• Consider whether you want to add credentials, which enable you to save login information without exposing usernames, passwords, certificates, and SSH keys. For more information, see Manage credentials.
• Although you can view integration documentation when adding an instance, https://xsoar.pan.dev/ has more detailed information about integrations, including commands, outputs, and recommended permissions.

Find the integration

Navigate to Settings → Data Sources & Integrations. Search for the integration.

Add an instance

Select the integration and click Add Instance.

Configure parameters

Add the required parameters.

Test the connection

Optional: Click Test to verify the integration instance works correctly.

Save the instance

Click Save & Exit.

You can expand the integration to view instance details. You can also enable, disable, or copy the instance.

If an error occurs, see Troubleshoot integrations.

Choose when to use the instance

By default, the instance runs whenever the integration is called. Change Always to On Demand to use it only with the using argument in a playbook or CLI.

For example, use an on-demand instance for manual testing.

Configure command access

Optional: See Configure integration permissions to manage access to specific commands.