Extended integration for Workwize assets

Sync Workwize with Oomnitza to gain visibility of assets with hardware and purchasing data.

Before you start 

To sync Workwize with Oomnitza and add credentials, you must enter the following information:

Workwize API URL. If you don't know your Workwize URL, contact your IT department or Workwize Admin. You enter the complete URL including the protocol https://, the domain, and the top-level domain .com.

API token. See Get a token in the Workwize Public API Documentation.

Adding global variables

Save time when you create integrations and run workflows by adding connection information as global variables.

1. Click Configuration > General > Global Settings.
2. Click Add new variable.
3. Add the key value, which is the name of the variable.
4. Enter the value.
5. Save your changes.

 The key value is Workwize.URL and the value is your Workwize URL.

To easily find the records that are uploaded to Oomnitza, it's best practice to create a dedicated user account for each integration. This will make it easier for you to retrieve the records that are uploaded to Oomnitza from the vendor application. 

Creating integration users 

Adding credentials

You'll need the API token that you generated in Workwize.

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward button > to select the integration.
4. Enter your session-based credentials and any other additional information.
5. Click CREATE.

Information
If the integration is not listed, click Advanced Mode, and add your credentials.

1. In Oomnitza, click Configuration > Security > Credentials. 
2. Click Add new credential (+).
3. Search for the integration, and then click the forward button > to select the integration.
4. On the INFORMATION tab, select an integration user.
5. On the AUTHORIZATION tab, complete the following steps:
   1. Ensure that API Key is selected as the authorization type. 
   2. Ensure that the token name is Authorization.
   3. Enter the API key.
   4. Ensure that Header is selected in the Add to field.
6. Click CREATE.

1. In Oomnitza, click Configuration> Integrations> Overview.
2. Click Block view .
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:

Software data

Depending on the asset integration, an option might be available to ingest desktop software information such as the name and version of the software installed on an asset. To view the software information in Oomnitza, you must have the software module. 

Installation types

• Cloud. Store credentials in the Oomnitza cloud.
• Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

• Create & Update. Add and update records.
• Create only. Add records.
• Update only. Update records.

Integration details

To review or update the integrations details, click Edit .

When you edit the Integration details section, you can select the name or names of integration contacts.  Integration contacts will receive an in-app notification and an email, when the integration fails, when the integration fails to complete within 24 hours, or when the scheduled integration fails to run.

1. Update the integration name.
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

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

1. Click Edit .
2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit .

  Select Edit integration to add rules for syncing data. Filtering integration results.  

Click SMART MAPPING.

You can add new fields to your integration by selecting Add new field   on the mapping page. 
Creating custom API fields. 

Mapping fields

Additional Address Line
Address Line 1
Address Line 2
City
Condition
Connector Sync Time
External Reference
ID
Invoice Price
Location Email
Location First Name
Location ID
Location Last Name
Location Phone Number
Location Type
Name
Note
Postal Code
Region
Serial Code
Team
Warehouse Status

Mapping fields

1. Drag and drop the fields onto the Oomnitza column.
2. Modify the name of the field.
3. Click CREATE.

Selecting sync keys

You must select at least one field as the sync key field. To ensure that the sync runs successfully, the field must contain unique values such as the serial number of an asset record or the email address of a user record. Records that do not contain a value for the sync key are skipped.   

See Configuring multiple sync keys.

Test

To test the integration, click the tile in the Saas Management Integration section and click RUN NOW. To check for errors, click Sync Sessions.

Launching the integration

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

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

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

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations