Creating a basic integration for CDW assets – Oomnitza Documentation

As a Preferred Distributor Partner, CDW offers an integration to send asset information such as Model, Manufacturer, Serial Number, Purchase Date, and PO Number directly into Oomnitza when the product is ordered.

This integration is built and hosted by CDW. For further details please see below. For any questions, or to request an integration, please contact your CDW representative and ask about the Oomnitza EDI integration.

Note
You can only view purchase information for new assets imported into Oomnitza; historical transactions are not supported by the API. If you want to update existing assets in Oomnitza, please reach out to CDW to discuss the possibility of manually uploading historical transactions via Excel.

For more information on CDW, visit cdw.com.

Available Information

CDW's integration with Oomnitza allows for the transmission of the following fields.

cdw_account_mgr - Your organization's CDW account manager.
barcode - The item's barcode.
cdw_account_no - Your organization's CDW account number.
po_customer_name - Your organization's name (per the CDW purchase order).
po_number - The Purchase Order number from CDW.
cdw_part_no - The Part Number from CDW.
purchase_date - The Purchase Date.
cdw_invoice_line - The item's line on the invoice.
cdw_invoice_no - The invoice number from CDW.
cdw_invoice_quantity - The item quantity from the invoice.
cdw_item_class* - The item's asset type (see below for available options.)
model - The item model.
cdw_item_group - The CDW item group.
cdw_item_type - The CDW item type.
cdw_manufacturer - The manufacturer.
manufacturer_part_no - The manufacturer's part number.
cdw_order_date - The CDW order date.
cdw_order_no - The CDW order number.
cdw_sales_tax - The sales tax.
serial_number - The item's Serial Number.
ship_to_address - The ship-to address.
ship_to_customer - The ship-to customer.
ship_to_city - The ship-to city.
ship_to_postal_code - The ship-to postal code.
ship_to_state - The ship-to state.
cdw_shipping_carrier - The shipping carrier.
cdw_shipping_cost - The shipping cost.
cdw_tracking_no - The tracking number(s). Note: Multiple tracking numbers may be included in this field. To prevent errors, please store it as a Long Text field in Oomnitza.
purchase_price - The purchase price.
po_buyer_name - The buyer name (per the purchase order).

All fields are sent from CDW to Oomnitza by default and are mapped based on the External ID of the Field in Oomnitza. Any fields sent to Oomnitza without a corresponding external ID will be ignored. Once the CDW integration is in place, any of the fields listed above can be integrated by creating a new custom field in Oomnitza with an External ID that matches the desired field.

For more information on creating custom fields in Oomnitza, please visit Adding regular fields to records.

CDW Item Classes:

CDW offers a large number of potential item Classes that can be sent through the integration. These are typically what one would consider Asset Types in Oomnitza. While a typically Oomnitza installation will have a handful of asset types ranging from Laptops and Desktops to Monitors and Accessories, CDW has a much greater number of available Classes.

To mitigate this, CDW maps Item classes to a "cdw_item_class" field which can be used to drive workflows that assign an Asset Type.

There are over 130 different Item Classes available, and the entire list can be found in our article on CDW Item Classes

These values should be included in your Oomnitza Asset Type dropdown before integrating.

Other Details

Frequency:

ASN updates for CDW Shipments are Real-time, Updates for Drop Ship items will be posted in between 12 AM-2 AM Central.

Testing:

Once the connections are in place, we will send a test message to your system. Please let us know if you have separate Dev/Prod links. We are maintaining this process for multiple customers. Additional customization may not be supported.

Archiving:

CDW will archive these messages for 30 days. Please contact edi@cdw.com to request a resubmission in production.

Timeline to Production:

An average of 3 weeks once the request is submitted. There are no blackout periods, though this timeline is subject to change throughout the year due to resource allocation and number of requests.

We look forward to working with you. Please reach out to your account team or helpdesk-ePro@cdw.com for more info.

Availability:

Currently available for CDW and CDW Canada.

Not available for CDW UK.

What CDW needs from you:

To configure the integration, CDW requires a few key pieces of information to get it set up.

Oomnitza Endpoint URL (e.g. cdw.oomnitza.com)
Client API token with, at minimum, "Add" access to Assets and "Read" access to Settings. (See Below)

Note: These steps take place after customers work with Oomnitza to create an environment for that customer/company.

Acquiring a Token:

To generate an API token in Oomnitza, refer to Creating an API Token.