Creating an extended integration for Box users

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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 your users with your colleagues and management

Before you start

Before you can create the user integration with Oomnitza, you need to have completed the steps in Adding your Box credentials to Oomnitza.

Creating the user integration

1. In Oomnitza, click Configuration>Integrations>Overview.
2. Click Integrations List View
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. Search for the integration in the sidebar or use the Search.
6. Click ADD.

Integration Overview

Before you start

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

Integration preferences:  By default,  Create and Update are selected. To ensure that only live user records are synced with Oomnitza, select Update Only. When you run the integration, you can check the error logs to see the records that weren't uploaded and why they weren't uploaded. Then, you can decide whether to upload the user records that were skipped by changing your integration preference back to Create and Update.
 

User selection: When you select User plus SaaS User and you have multiple instances of the same SaaS, you can choose your SaaS instance from the dropdown. If you have a single instance of the SaaS, your instance is already detected by the system.

Integration details

Procedure
To review or update the integrations details, click the pencil:

1. Update the integration name if necessary. 
2. From the User Selection list, select an option. 
3. For installation type, ensure that Cloud is selected.
4. For integration preferences, select an option.
5. Enter the name of the integration user.

Credential details

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

Schedule

By default, user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

1. Click the pencil.
2. Configure your schedule.
3. Click Update.

Mappings

To map the fields to Oomnitza, click the pencil.

Creating custom mappings

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

Standard Box to Oomnitza mappings

The following fields can be mapped to Oomnitza: 

Address
Avatar Url
Connector Sync Time
Created At
Id
Job Title
Language
Login Name
Max Upload Size
Modified At
Name
Notification Email List
Phone
Space Amount
Space Used
Status
Timezone
User Type

Note
For all user loads, it is recommended that you map role information to an employee role in Oomnitza. Users need to have an employee role defined in order to access Oomnitza. If the role information is not available from the user load, it is recommended that you select Employee from the Oomnitza Role dropdown list. You have the option to overwrite this at a later point should the role information become available. 

Complete these actions:

Associate the Login Name with the Email and Username fields

1. Select the down arrow next to the Login Name.
2. Select Email and Username from the list.
3. Select the Email field as the Sync Key.

Map the ID field to the Box User ID field 

1. Select the down arrow next to the Id field and select Add new Oomnitza users field.
2. Enter User External ID as the name of the field.
3. Click CREATE.   

Did you know? 
You can define rules for your integration by selecting Edit integration at the top of the screen. For example, you may only want to run the integration if a certain contact or region exists. See Filtering integration results.  

You can add new fields to your integration by selecting the + (Add) option. All you need to do is specify the field name and then enter the JSON path, for example {{response.email}}. See Creating custom API fields. 

Launching the integration

Your integration is in Draft mode until all the required mandatory fields are added. Once you have added all of the required fields, we recommend that you complete the following steps

1. Select Launch to activate your integration.
2. Change your Integration preferences to Update only so that no records are imported and do a Test Run.
3. Click Sync Sessions and review the status of the integration. If you encounter any errors, see troubleshooting integrations.
4. When the test run has been completed, change your Integration preferences and click Run Now.

Getting your results
To view the information that is collected about your assets, click Assets. To view the information about software, click an asset and then click the Software tab. To view the information that is collected about your users, click People. 

Related Links

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

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

See Getting started for more information.