> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/integrations/add-an-integration-instance.md).

# Add an integration instance

Configure an integration instance to connect and communicate with other products.

When you define an integration instance for your third-party security and incident management vendors, events triggered by this integration instance can become cases in Cortex AgentiX. When cases are created, you can run playbooks on them to enrich them with information from other products in your system. For indicators, you can enrich those indicators depending on the integration instance and add them to a case if required.

Although you can view the integration documents when adding an instance, the [Developer Hub](https://xsoar.pan.dev/docs/welcome) has more detailed information about the integrations, including commands, outputs, and recommended permissions. You can also see more information about content packs, playbooks, scripts, and Marketplace documentation.

{% hint style="info" %}

### Note

This procedure describes how to add an integration instance from the **Data Sources & Integration** page. Some integration instances can also be configured on the **Data Sources** page. For more information, see [Add a new data source or instance](/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/manage-instances/add-a-new-data-source-or-instance.md).
{% endhint %}

Before you begin

* From Marketplace, download and install the relevant content pack, which includes your integration. Content packs containing integrations are also downloaded, in some cases, when you adopt playbooks and configure playbook tasks.
* 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](/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/integrations/manage-credentials.md).

1. Navigate to **Settings** → **Data Sources & Integrations** and search for the integration for which you want to add an instance.
2. Select the integration and click **Add Instance**.
3. Add the parameters as required.
4. If you want to fetch issues, select the **Fetches alerts**.

   For more information, see [Fetch issues from an integration instance](/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/integrations/fetch-issues-from-an-integration-instance.md).
5. (Optional) To check that the integration instance is working correctly, click **Test**.
6. Save & Exit.

   Expand the integration to see more details such as the number of pulled issues/indicators or error messages.

   ![integration-details.png](/files/wdeKftQUs6mwKuoXwlVf)

   You can also enable/disable the integration instance, copy the instance, and view the integration fetch history.

   If you encounter an error, see [Troubleshoot Integrations](/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/integrations/troubleshoot-integrations.md).
7. By default, the integration instance is used whenever the integration is called. If you want to only use the integration instance when specified with the `using` argument in a playbook or the CLI, change the integration instance setting from **Always** to **On Demand**. For example, you might have two instances of an integration and want to use one instance as the default and the other instance only for manual testing on demand.
8. (Optional) To manage access to specific commands, see [Configure integration permissions](/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/integrations/configure-integration-permissions.md).

Example

In this example, you will set up the **OnboardingIntegration**.

If you have not done so, download the **OnboardingIntegration** content pack from Marketplace. Most integrations follow a similar configuration.

1. Go to **Settings** → **Data Sources & Integrations** and search for **OnboardingIntegration**.
2. Click **Add Instance**.
3. Add the number of issues to fetch per minute. By default, there is a maximum of 5 issues per minute.
4. Add the maximum number of issues to create. By default, there is a maximum number 10 issues to create.
5. Add the number of issues you want to create in minutes.
6. Set the Alerts Fetch Interval. By default, the issues are fetched every minute.
7. Select whether to run on an engine.
8. When troubleshooting the instances, adjust the default setting from off to a higher debugging level.
9. Select **Fetches alerts** to start ingesting issues.

   For all integrations, we recommend only fetching issues when everything is set up. When enabled, Cortex AgentiX searches for events that occurred within the time frame set for the integration, which is based on the specific integration. The default is 5 issues per minute.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>Note</h3><p>In some integrations, a classifier, an issue type, and mapper fields are included.</p></div>
10. Test and Save & Exit.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://cortex-docs.paloaltonetworks.com/cortex-agentix/configure-cortex-agentix/cortex-agentix-data-sources/administration-and-troubleshooting/integrations/add-an-integration-instance.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
