The Asana User Load uses the Get Users API. For further information, see Asana API Documentation: Get Users. Please note that when Asana users are loaded into Oomnitza, invited users are loaded.
Before you start
Before you create the integration with Oomnitza, you must add your Asana OAuth credentials to Oomnitza. See Adding your Asana credentials to Oomnitza.
You must retrieve your Asana Workspace ID. To retrieve your Workspace ID, log into Asana and enter the following URL in your browser: https://app.asana.com/api/1.0/workspaces. This will display a JSON object of your workspace ID and name. Copy the workspace ID that corresponds to the relevant workspace name.
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 the integration
- In Oomnitza, click Configuration > Integrations > Overview.
- Click Block view
.
- On the Integrations page, scroll down to the Extended section for user integrations.
- Click NEW INTEGRATION.
- In the sidebar, search for the integration.
- 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. User records and SaaS user records are retrieved. User records are displayed on the People page and SaaS user records can be accessed when you open the SaaS application record on the SaaS page and click the Users tab. In addition to retrieving information about the SaaS application such as usernames, you also retrieve key information such as the user's SaaS role and last activity which will enable you to reduce costs by monitoring SaaS usage and removing users who aren't using the SaaS application. To maintain data hygiene, you can enable the deactivate feature.
- Software SaaS Selection. Link the vendor application to the Oomnitza Software Catalog which is a repository of supported vendor applications and services. If an entry for the vendor application is not shown in the list, it means that the vendor application has not been added to the SaaS page in Oomnitza and linked to the catalog. See SaaS details overview. You can ignore this field because the vendor application is automatically linked to the catalog when the integration is saved.
Important
Now that user information can be retrieved and users deactivated when the integration is run, you can deactivate or remove the workflows that were added to retrieve SaaS user information and deactivate SaaS users. (The block that is used to complete these actions in workflows is the SaaS User Role Retrieval block.)
When you enable the Deactivate feature, the following actions are completed when the integration runs:
- If a user record is missing from the data source - the vendor application - or if the record is marked as inactive in the data source, the user record is deactivated in Oomnitza.
- If a user record was deactivated and is now available in the data source, for example, the user logs into the SaaS application, the user record becomes active in Oomnitza.
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
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.
- Click Edit
.
- 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.
- Click Edit
.
- 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.
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 Asana fields to Oomnitza fields and create custom mappings to get the user information that you need.
- 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.
- Create a custom mapping for the Asana User ID. To do this, complete the following steps:
- Select the down arrow on the User ID field that you want to map.
- Select Add new Oomnitza users field.
- Change the name of the field to Asana User Id.
- Select the Unique checkbox.
- Click CREATE.
- Ensure that the Email is mapped to the Username field on the Oomnitza side (required for integration).
- Select the Role field on the Oomnitza mapping side.
- Choose a suitable role from the list (a defined role is necessary for the integration)
- Ensure that the Email is mapped to the Email field on the Oomnitza side (required for integration).
- Assign a sync key to a unique field, such as the Email.
- Click UPDATE.
Standard Asana to Oomnitza mappings
The following Asana fields can be mapped to Oomnitza:
- Connector Sync Time
- Display Name
- Resource Type
- User Id
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.
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