Creating an extended integration for Connection Enterprise Solutions assets and users

Let Oomnitza be your single source of truth!

You'll get complete visibility of your assets and users 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 and user information
• Configurable reports to share information about your assets and users with your colleagues and management
• Configurable workflows that you can easily create such as:
  • Workflows for getting device details
  • Workflows for getting user details

Before you start

Extended connector integration for assets

Extended connector integration for users

Create asset and user workflows 

Before you start

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

To stream Connection Enterprise Solutions data into Oomnitza, you must add your OAuth 2.0 credentials to the vault in Oomnitza.

To add your credentials in Oomnitza, you'll need:

• Your username
• Your password

To create integrations and workflows, you'll also need the API domain of the portal that is used to stream Connection Enterprise Solutions .

Important
How to generate credentials is specific to customers who use the MarkITplace platform as their portal to Connection Enterprise Solutions. If you use another portal to Connection Enterprise Solutions, contact your administrator or the service provider to find out how to generate OAuth 2.0 credentials and retrieve your API domain.

Generate OAuth 2.0 credentials. You must enter your username and password to access the information. Navigate to the Auth Resource section and list the operations. 

Add the API domain type to global settings

To save time entering information when you integrate Connection Enterprise Solutions with Oomnitza and when you create workflows, you can add the API domain value as a global variable in Oomnitza.

1. In Oomnitza, click Settings > Global Settings.
2. Click Add new variable (+). 
3. Enter Connection.Api Domain as the variable name.
4. Enter the API domain. You enter the highlighted part of the address such as    https:// api.<text.text> .com  or https:// api.<text> .com .
5. Click SAVE.

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Connection Enterprise Solutions, complete these steps:

1. Log into Oomnitza.
2. Click Settings > Credentials, and then click Add new credential (+).
3. Add the information details.
4. Click the AUTHORIZATION tab.
5. From the Authorization Type list, select OAuth 2.0.
6. From the SaaS list, select Connection Enterprise Solutions.Connection Enterprise Solutions OAuth 2.0.
7. Enter your user name and password.
8. Click Authenticate. 
9. Click CREATE. 

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

Extended connector integration for assets

Info and connect details

1. From the menu, select Settings.
2. On the Integrations page, scroll down to the Extended section for Assets.
3. Click NEW INTEGRATION.
4. In the New Asset Integration sidebar, click Connection.
5. To integrate Oomnitza with the Connection Enterprise Solutions Asset Load, click APPLY and then click NEXT twice.

Connect page

1. Enter a descriptive name for the integration such as Connection Assets. That'll be the name of the user integration tile that is shown on the Integrations page.
2. Select Cloud as the installation type.
3. From the Credentials list, select the credentials from the Oomnitza vault that you added for the connection.
4. From the Integration Preferences list, select Create & Update.
5. Enter the name of the user of the integration.
6. Enter the Connection API domain. 
7. Click Next.

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.

Want to map more fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

When you've completed mapping fields to Oomnitza fields, click NEXT.   

Schedule

By default, asset 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. Configure your schedule.
2. Click FINISH.

Result

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see what information is collected now, click the tile on the Integrations page and click RUN.

Figure: Mock-up for illustration purposes

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

Tip
To view the information that is collected about your assets, click Assets.

Next

Done with configuring your asset integration? Now, you can configure your user integration.

Extended integration for users

You can use the same credentials that you created for the asset load and added to the Oomnitza vault.  

Info and connect details

1. From the menu, click Settings.
2. On the Integrations page, scroll down to the Extended section for User Integrations.
3. Click NEW INTEGRATION.
4. In the New User Integration sidebar, click Connection Enterprise Solutions User Load.
5. To integrate Oomnitza with the Connection User Load, click APPLY and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed from Connection Enterprise Solutions to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See Access error logs.

1. Enter a descriptive name for the integration such as Connection Users. That'll be the name of the user integration tile that is shown on the Integrations page.
2. From the User Selection list, select User plus SaaS User.
3. From the installation type list, select Cloud.
4. From the Credentials list, select the credentials from the Oomnitza vault.
5. From the Integration Preferences list, select Update only.   
6. Enter the name of the user of the integration.
7. Enter the API domain. 
8. Click Next.

Mappings

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

Standard Connection Enterprise Solutions to Oomnitza mappings

The following fields can be mapped to Oomnitza: 

Account Code
Account Name
Address 1
Address 2
Approver Type
City
Connector Sync Time
Created Date Time
Division
Email
Fax
First Name
Home Page Url
Last Login Date Time
Last Name
Last Order Date Time
Last Order
Last Quote Date Time
Last Quote
Max Approval Amt
Min Approver Amt
Mobile Phone
Modified Date Time
Phone Extension
Phone Number
State
User Code
User Id
User Restrictions
User Rights
User Status
User Title
User Type
Zip

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

1. Map the User ID field to Oomnitza. The User ID field is required for user workflows.   
2. Choose a role, such as the Employee role.
3. Select a sync key, such as User ID.

Want to map more Connection Enterprise Solutions fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

Schedule

By default, Connection Enterprise Solutions 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. Configure your schedule.
2. Click FINISH.

Result

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see what information is collected now, click the tile on the Integrations page and click RUN.

Figure: Mock-up for illustration purposes

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

Next

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

Use API presets to create asset and user 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 Assets > Workflow.
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 a preset:
   • Connection Enterprise Solutions Get Device Details   
   • Connection Enterprise Solutions Get User Details 
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