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This integration imports your service catalog from Cortex into Rootly, making Cortex the source of truth for service definitions.

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Prerequisites

  • Cortex account with API access
  • Rootly admin or owner permissions
  • Cortex API key (you’ll generate this below)

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Installation

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Step 1: Generate a Cortex API Key

  1. Log into your Cortex account
  2. Navigate to Settings > API Tokens
  3. Click Create API Token
  4. Give it a descriptive name like “Rootly Integration”
  5. Copy the generated API key
We recommend using a service account token to ensure uninterrupted access if team members change roles.
Make sure to copy the API key immediately - Cortex will only show it once for security purposes.

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Step 2: Connect Cortex to Rootly

  1. Log into your Rootly account as an Admin
  2. Navigate to Configurations > Integrations > Cortex
  3. Click Setup to open the configuration modal
  4. Enter your configuration:
FieldDescription
Instance URLYour Cortex instance URL (defaults to https://api.getcortexapp.com for cloud instances)
API KeyThe API token you generated in Step 1
  1. Click Connect
If successful, you’ll see a confirmation message and the Cortex integration card will show as Connected.

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Step 3: Enable Service Sync (Optional)

By default, the integration connects to Cortex but doesn’t automatically sync services. To enable automatic synchronization:
  1. Navigate to your Cortex integration settings in Rootly
  2. Toggle Sync Services to enabled
  3. Click Save
Service sync runs automatically in the background. New services will be imported and existing services will be updated to match their Cortex definitions.

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What Gets Synced

When service sync is enabled, Rootly imports:
  • Service entities from your Cortex catalog
  • Service names and descriptions
  • Service tags used as identifiers
Archived services in Cortex are automatically excluded from sync.

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Using Synced Services

Once services are synced from Cortex:
  • They appear in your Rootly service catalog with a Cortex badge
  • You can link them to incidents during incident creation or updates
  • Service ownership and metadata from Cortex is available in incident context
  • Workflows can reference Cortex-linked services for automated actions

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Uninstall

To disconnect the Cortex integration:
  1. Navigate to Configurations > Integrations > Cortex
  2. Click Delete or Disconnect
  3. Confirm the removal
Removing the integration will stop service synchronization. Existing services imported from Cortex will remain in Rootly but will no longer update automatically.
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