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Creating an extended integration for CSI Leasing assets

  • November 10, 2024 13:08
  • 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.

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.URL as the variable name.
  5. Enter your CSI Leasing domain name, such ashttps://mycsi.csileasing.com. You need to provide the leading https:// as this is not automatically prepended.
  6. 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 details overview

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

Installation type

Select Cloud if you want to store credentials in the Oomnitza cloud.

Select Local if you want to store credentials locally. Local extended integrations do not support AWS and OAuth authentication. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select Cloud.

Integration preferences

By default, the option Create & Update option is selected. Select this option  when you want to edit records and add new records. If you want to edit records and not add new records, select Update Only. If you only want to add new records, select Create Only.

Integration details

To review or update the integrations details, click Edit edit_black_pencil_icon.svg.

  1. Update the integration name if necessary. 
  2. Select an installation type.
  3. For integration preferences, select an option.
  4. Enter the name of the integration user.

Credential details

If you selected Cloud as the installation type, 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, 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 Edit edit_black_pencil_icon.svg.
  2. Configure your schedule.
  3. Click Update.

Mappings

To map the fields to Oomnitza, click Edit edit_black_pencil_icon.svg.

TipBulb_Icon_small.svgYou 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. 

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: 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

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

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

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

Viewing data ingested by Oomnitza

Viewing ingested asset data

For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.

Viewing ingested user data

For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab. 

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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