Creating an extended integration for Lever users

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

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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 user information
• Configurable reports to share information about users with your colleagues and management
• Configurable workflows that you can easily create such as: 
  • Workflows for deleting Lucidchart users
  • Workflows for retrieving a SaaS user role in Oomnitza

Navigation

Add credentials

Create the user integration

Create workflows

Before you start

Best practice
For the integration with Oomnitza, create a dedicated user account.

To stream Lever user data into Oomnitza, you must add your username and password to the Oomnitza vault. When you add your credentials to the vault you must ensure that you:

• Enter your Lever API key as your username.
• Enter any value (such as a space) in the password field. Since the Lever API doesn't require a password, this is to satisfy the criteria for saving the credentials.

Your Lever API key and the Lever account that is associated with the key must have read user, list users, and list tags permissions.

Lever authentication

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Lever, complete these steps:

1. In Oomnitza, go to 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 the user name and password of your account
5. Click Create.

Integration not in the list? Click Advanced Mode and complete these steps:

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that Basic Auth is selected as the authorization type.
4. Enter the user name and password of your account.
5. Click Create. 

Next

You use the credentials that you added to create and customize your integration with Oomnitza.

Create the user integration

1. In Oomnitza, click Configuration > Integrations > Overview.
2. Click Block view .
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. In the sidebar, search for the integration.
6. Click ADD.

Integration details overview

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

• User only. Add user records.
• User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

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.

Editing the integration details

1. Click Edit .
2. Make your changes.

Editing the 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 .

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

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

Creating custom mappings

Map the Lever fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

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 to map the fields that you want to add to Oomnitza:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field. For example, you can change the name of the Id field to Lever ID.
   4. Click CREATE. 
3. Ensure that the Email is mapped to the
   1. Username field on the Oomnitza side (required for integration).
   2. Email field on the Oomnitza side (required for integration).
4. Select the Role field on the Oomnitza mapping side.
5. Choose a suitable role from the list (a defined role is necessary for the integration)
6. Assign a sync key to a unique field, such as the Email.
7. Click UPDATE.

Custom Lever to Oomnitza mappings

The following Lever fields can be mapped to Oomnitza:

• Connector Sync Time
• Created at Timestamp
• Email
• Id
• Login name
• Name
• User's role

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

Create workflows

To reduce your workload and automate complex and repetitive tasks, you can use API and SaaS user role presets.

Creating a SaaS User Role workflow

This workflow block allows you to read a user’s role from Lever.

Prerequisites

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the Lever software entry in the Software > SaaS menu.

To create a Saas User workflow using the Lever User Role preset, complete the following steps:

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter Lever in the search field and choose the Lever User Role preset.
8. Click the right arrow >.
9. Enter your Credentials.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Lever> Users if they are not found in your Lever instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active Lever users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the Saas tab, and select your software entry for Lever.
3. Click Users in the side pane.           
4. The Role column will be populated to confirm that this user has been found in your Lever SaaS.

Creating a Delete User workflow

You can add the API block to a workflow to delete users in Lever.

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. Make sure the following sections are populated:
   1. Actions: Set the actions to schedule to have it run at a fixed time. Alternatively, you can trigger you workflow to run when a record has been created (Assign User) or deactivated in the SaaS user list (Deactivate user).
   2. Rule criteria: Set a rule to trigger the workflow. For example, you could create a rule to delete a user with the last login date of greater than one year.
5. Drag and drop the API block in the sandbox.
6. Click Edit, and enter Lever as the search criteria.
7. Click the right arrow next to Lever Delete User.
8. Select the credentials that you created for Lever.
9. Click SAVE.

Next

Link the blocks together and validate, launch, and save the workflow.

Result

When the workflow is run, the user is deleted in SaaS > Lever> Users.

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.

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

 Getting started