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Creating an extended integration for CSI Leasing assets

  • July 11, 2023 21:00
  • Updated

Let Oomnitza be your single source of truth!

You'll get complete visibility of your assets as data from CSI Leasing is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and CSI Leasing in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

  • Configurable dashboards and list views of key asset information
  • Configurable reports to share information about your assets with your colleagues and management
  • Configurable workflows that you can easily create for creating, updating, and retrieving assets. 

Contents

  1. Before you start
  2. Adding the CSI Leasing global variables
  3. Creating the asset integration
  4. Creating custom mappings

About this task

This integration imports asset records to the Asset page in Oomnitza.

Before you start

Before you create the asset integration you must ensure that you have followed the steps in Adding your CSI Leasing credentials to Oomnitza.

You will also need to supply your CSI Leasing Security Token. The Security Token can be obtained via an API request. Consult your CSI representative for further information.

Adding the CSI Leasing global variables

To save time entering information when you create the integration and workflows, you can add the domain name as a global variable in Oomnitza. Alternatively, you can skip these steps and add the information manually when you create the asset integration. 

  1. From the menu, go to Configuration>General.
  2. Click Global Settings.
  3. Click Add new variable (+). 
  4. Enter CSI Leasing.Domain as the variable name.
  5. Enter your CSI Leasing domain name, such asmycsi.csileasing.com. You do not need to provide the leading https:// as this is not automatically prepended.
  6. Repeat the steps above and create a variable for your CSI Leasing API key. Enter CSI Leasing.Security Token as the variable name and your API key as the value. 
  7. Save your changes.

Creating the asset integration

  1. In Oomnitza, click Configuration> Integrations> Overview.
  2. Click Block view block_view.PNG
  3. Scroll down to the Extended section for asset integrations.
  4. Click NEW INTEGRATION.
  5. Select the integration in the sidebar.
  6. Click ADD.

Integration Overview

More information is provided about the following fields to help you complete the integration:

  • Integration preferences:  By default, the option Create & Update is selected, which allows for editing existing asset records and adding new ones. If your goal is only to edit existing asset records, choose Update Only. On the other hand, if you only want to add new records, select Create Only.

Integration details

To review or update the integrations details, click the pencil:

  1. Update the integration name if necessary. 
  2. For installation type decide whether you want to store the credentials locally or in Oomnitza:
    1. Select Local if you want to store credentials locally. This mode does not support OAuth or AWS authentication.
    2. Select Cloud if you want to store credentials in your Oomnitza instance.
  3. For integration preferences, select an option.
  4. Enter the name of the integration user.

Credential details

Choose one of the following options:

  • Select the credentials that were created for the integration.
  • Edit the credentials that were created for the integration.
  • Create new credentials

Schedule

By default, user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

  1. Click the pencil.
  2. Configure your schedule.
  3. Click Update.

Mappings

To map the fields to Oomnitza, click the pencil.

Creating custom mappings

Map CSI Leasing fields to Oomnitza fields to get the user information that you need. For the field mapping, it is recommended to follow these steps:

  1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
  2. Create custom mappings for fields that do not exist on the Oomnitza side such as the CSI Leasing Asset ID.
    1. Click the down arrow on the ID field.
    2. Select Add new Oomnitza assets field.
    3. Update the Name field to CSI Leasing Asset ID. You can use this field later to run workflows.
    4. Click CREATE. 
  3. Repeat the steps above and create a custom mapping for the CMDB ID. Name the field CMDB ID in Oomnitza.
  4. Map and assign a sync key to a unique field, such as the Serial Number.

Custom mappings

Asset Info
Billing Address
Billing City
Billing Country
Billing Postal Code
Billing Region
Billing State
CMDB_ID
Connect: CSI Leasing Domain Name
Connect: CSI Leasing Security Token
Connect: Credentials
Connector Sync Time
Currency
Customer Reference
ID
Inventory Id
Lease
Lessee
Lessor Country
Lessor Country Code
Manufacturer
Model
Non Leased
Rent
Returned
Schedule
ScheduleID
Serial Number
Site Address
Site City
Site Country
Site Locale
Site Postal Code
Site Region
Site State
Tax
Term End Date
Term Start Date
Vendor

Did you know? 
You can define rules for your integration by selecting Edit integration edit_integration.svg on the mapping page. For example, you may only want to run the integration if a certain contact or region exists. See Filtering integration results.  

You can add new fields to your integration by selecting Add new field  add_grey_rectangel_icon.svg on the mapping page. All you need to do is specify the property name. See Creating custom API fields. 

Launching the integration

Your integration is in Draft mode until all the required mandatory fields are added. Once you have added all of the required fields, select Launch to activate your integration. 

small_blue_link.svg If you selected Cloud as the installation type when creating the integration, refer to Running an extended integration

small_blue_link.svg If you selected Local as the installation type when creating the integration, refer to Running an extended integration locally.

Getting your results
To view the information that is collected about your assets, click Assets. To view the information about software, click the Software tab.  
To view the information that is collected about your users, click People. If you selected User plus SaaS User when running the user integration, you can also find a list of users in the Software > SaaS menu

Related Links

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

  • Configure dashboards for your users and software
  • Configure custom reports about your users and software
  • Create workflows to automate tasks

See Getting started for more information.

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