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.

Creating an asset integration

1. In Oomnitza, click Configuration> Integrations> Overview.
2. Click Integrations List 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 Overview

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.

Integration details

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

1. Update the integration name if necessary. 
2. For installation type, ensure that Cloud is selected.
3. For integration preferences, select an option.
4. 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.

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 2
Address
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
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 Part
Mfg
Order Date
Order Number
Order Sequence
Placed By Id
Placed By
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 NEXT:

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.

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

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 > Assets.
2. Click Add (+). A Begin and End block is automatically added to the workspace.
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. Validate, launch, and save 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