Creating an extended integration for Connection Enterprise Solutions assets

Let Oomnitza be your single source of truth!

You'll get complete visibility of your assets as data from Connection Enterprise Solutions is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Connection Enterprise Solutions in minutes

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 asset information
• Configurable reports to share information about your assets with your colleagues and management
• Configurable workflows that you can easily create such as:
  • Workflows for getting device details

Before you start

Before you can create the integration with Oomnitza, you need to have added your credentials to Oomnitza set your API domain type as a global variable. For further information, refer to Adding your Connection Enterprise Solutions credentials to Oomnitza.

In the Days Before field, you can filter asset records by creation date. The creation date is the date the asset records were registered in the Connection system. Enter the number of days (prior to the current date) that you would like to retrieve asset records. For example, inputting '7' will yield records that were created within the 7 days prior to the current date. To use the default settings and retrieve all assets without a date filter, keep the text to Default. For both the Default and Days Before filter, assets are listed from the most recent to the oldest based on the order date.

Creating an asset integration

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:

Installation type

Select Cloud if you want to store credentials in the Oomnitza cloud.

Select Local if you want to store credentials locally. Local extended integrations do not support AWS and OAuth authentication. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select Cloud.

Integration preferences

By default, the option Create & Update option is selected. Select this option  when you want to edit records and add new records. If you want to edit records and not add new records, select Update Only. If you only want to add new records, select Create Only.

Integration details

To review or update the integrations details, click Edit .

1. Update the integration name if necessary. 
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

Schedule

By default, 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 Edit .
2. Configure your schedule.
3. Click Update.

Mappings

To map the fields to Oomnitza, click Edit .

You can define rules for your integration by selecting Edit integration on the mapping page. 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 Add new field   on the mapping page. All you need to do is specify the property name. See Creating custom API fields. 

Create custom mappings

Map the Connection Enterprise Solutions fields to Oomnitza fields and create custom mappings to get the information that you need to manage your assets.

Try it out!
Click SMART MAPPING to get a head start in mapping the fields. To map the other fields, you can click the down arrow in the Connection Enterprise Solutions field. Select Add new Oomnitza assets field. Replace the name with a user-friendly label, and click CREATE.

Standard Connection to Oomnitza mappings

Account Code
Account Name
Address
Address 2
Agreement
Approval Xrefs
Asset Assignment Detail Id
Asset Assignment Id
Asset Assignment Line Receipt
Asset Assignment Status Id
Asset Assignment User Id
Asset Line
Asset Tag
Assigned
Attention
Category
City
Cnet Expire Date
Company Name
Confirmation Email
Connect: Api Domain
Connect: Credentials
Connect: Days Before
Connector Sync Time
Cost Center
Created On
Customer Id
Customer Po
Description
Device Id
Discontinued
EOL Date
Expiration Date
Expiration Type
Invoice Date
Invoice Number
Large Image Url
Latest Tracking Number
License
Mac Address
Manufacturer Product Id
Mfg
Mfg Part
Order Date
Order Number
Order Sequence
Placed By
Placed By Id
Price
Primary Image Url
Product Details
Project
Reference Number
Sales Rep Id
Sales Rep Name
Serial Number
Ship Date
Shipper
Solr Id
State
Status
Supp Code
Supp Part
Supplier Name
Tracking Number Count
Tracking Numbers
Tracking Url
Unspsc
Width 400 Image Url
Zip

Make sure you complete these actions, before you click UPDATE:

1. Map the Device ID field to Oomnitza. The Device ID field is required for asset workflows. If you have multiple sources for loading assets, consider renaming the field to "Connection Device ID".  
2. Select a sync key such as serial number.

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

Next

Done with configuring your connectors? Check out the presets that you can use to automate repetitive tasks.

Use API presets to create asset workflows

To reduce costs by automating repetitive and complex tasks, take advantage of the built-in presets for assets.

To add a preset to an asset workflow, complete these steps:

1. Click Configuration > Workflows 
2. Click Add (+) and select Assets from the list.
3. Enter a name and description. 
4. Click the Blocks tab.
5. In the Integrations section, drag and drop the API block into the workspace.
6. Click Edit on the API block.
7. Enter Connection to search for the presets.
8. Select the Connection Enterprise Solutions Get Device Details preset.
9. Configure and save your changes. 
10. Edit the Begin block to set the trigger for the workflow.
11. Connect the three blocks together.
12. Save, validate, and activate your workflow.

Understanding Workflows

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets and users, learn how to:

• Configure dashboards for your assets
• Configure custom reports
• Configure workflows for automating complex and repetitive tasks

See Getting started