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This integration imports catalogs from Cortex into Rootly, making Cortex the source of truth for your entities.

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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 Access Token

  1. Log into your Cortex account
  2. Navigate to Settings > My access tokens
  3. Click Create new 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 Access Token from Step 1 into the Access Token field
  5. 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 Catalog Sync (Optional)

By default, the integration connects to Cortex but doesn’t automatically sync your Cortex Catalogs with Rootly’s Catalog.
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To enable automatic synchronization:
  1. Navigate to your Cortex integration settings in Rootly.
  2. Toggle Sync Cortex Catalogs on.
  3. Select the Cortex Catalogs you want to pull into Rootly in the Cortex types field.
  4. Add any Catalog Groups filters. This is optional: if the field is left blank, all entities in the defined Catalogs will be pulled into Rootly. Filter in specific Groups with this field.
  5. Click Save.
Rootly automatically syncs with Cortex every 24 hours to keep your data accurate and up-to-date. You can manually run a sync at anytime.

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What Gets Synced

When Cortex sync is enabled in step 3, Rootly will:
  • Map Cortex Types to Rootly Catalogs by name. If you’ve already defined a Catalog in Rootly called “Domain”, Rootly will map your Cortex “Domain” to the Rootly “Domain” Catalog.
  • Create new Catalogs in Rootly for any Cortex Types that don’t have existing matching Rootly Catalogs.
  • Add new properties to Rootly Catalogs to store all entity data in Rootly for your teams to use.
  • Create new entities in Rootly in the corresponding Catalogs. Rootly will ingest all property data from Cortex.
  • Update any existing entities in Rootly that were previously synced with Cortex with new data.
  • Archive existing entities that have been removed from Cortex.

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Using Synced Entities

Once entities are synced from Cortex:
  • They appear in your Rootly catalogs with a Cortex badge
  • You can track the impact of incidents against your entities with incident fields
  • Build workflows to automate your incident response process around your business entities
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Uninstall

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