Creating an extended integration for Insight orders

Sync Oomnitza with Insight to surface and manage asset order information.

Before you start

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 

Required information

To create the integration and to authenticate with Insight, you will require the following information:

• Insight URL. The format of the URL is https://example.oomanitza.com.
• Insight client ID.
• Insight region. The default is NA - North America.
• Client key and secret.

To find out how to retrieve the required information, review the documentation provided by Insight. 

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 name of the global variable is Insight.Client ID and the value is your client ID for Insight.

Adding credentials to Oomnitza

The authentication method for Oomnitza is OAuth2. 

Make life easier and add your credentials to Oomnitza before you create the integration.  

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration.
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

Adding the integration

When you create the integration, you must specify the period in days for retrieving records. The default is 20 days. 

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. 

Mappable fields

Actual Goods Issue Date
Billing Item
Billing Number
Billing Quantity
Connect: Credentials
Connect: Insight Client ID
Connect: Insight Order Creation Date From
Customer Order Number
Delivery Item
Delivery Number
Estimated Client Delivery Date
Insight Higher Level Item
Insight Order Item
Insight Order Number
Item Status
Line Number
Manufacturer
Manufacturer SKU
Material Description
Material Group
Material Group Name
Material Number
Material Pricing Group Code
Material Pricing Group Name
Order Creation Date
Order Status
Plant Code
Plant Description
Quantity
Sales UoM
Serial Number
Shipping Condition
Smart Tracker Header Key
Smart Tracker Header Value
Storage Location Code
Storage Location Description
Web Reference

Drag and drop

You can map additional fields to Oomnitza.

1. Drag and drop the fields onto the Add new Oomnitza field area in the Oomnitza column.
2. Rename the field.
3. Make your changes.
4. Save your changes.

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