Creating an extended integration for Lucidchart account users

Let Oomnitza be your single source of truth!

You'll get complete visibility of your users as data from Lucidchart Account is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Lucidchart Account 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 user information
• Configurable reports to share information about users with your colleagues and management

Navigation

Add credentials

Create the user integration

Create workflows

Information
Have a Lucidchart enterprise account? Get SCIM enabled, and you can use the Extended Connector Integration for Lucidchart Users. You'll get more information about your users and you can take advantage of Oomnitza presets to automate tasks such as deactivating and deleting SaaS users.

Before you start

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

To stream Lucidchart Account user data into Oomnitza, you must add your OAuth 2.0 credentials to the Oomnitza vault.

You'll need the following information:

• Your client ID
• Your client secret.

Lucidchart links

  OAuth 2.0 authentication

 Request your client ID and secret. You must log in to your account to complete this action.

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Lucidchart Account, complete these steps:

1. Log into Oomnitza.
2. Click Configuration > Security > Credentials, and then click Add new credential (+).
3. On the INFORMATION tab, complete these actions:
   1. Add the name of the credential such as Lucidchart Account Users.
   2. Add the name of the owner. 
4. On the AUTHORIZATION tab, complete these actions:
   • As authorization type, select OAuth 2.0.
   • From the SaaS list, select Lucidchart.
   • Enter your client ID and secret.
5. Click CREATE.

Next

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

Create the user integration

Info and connect details

1. Click Configuration > Integrations and then click Integrations List View .
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 Lucidchart Account.
5. Click APPLY and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed 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 Lucidchart Account Users. That'll be the name of the user integration that is shown on the Integrations page.
2. From the User Selection list, select User plus SaaS User or User only.
3. If you select User plus SaaS User and you have multiple instances of the same SaaS application, select the application from the SaaS Selection list. If you have a single instance of the SaaS application, skip this step.
4. From the installation type list, select Cloud.
5. From the Credentials list, select your credentials.
6. From the Integration Preferences list, select Update only.   
7. Enter the name of the user of the integration.
8. Click Next.

Mappings

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

Complete these actions:

1. Click SMART MAPPINGS.
2. Create custom mappings to map the Lucidchart Account fields that you want to add to Oomnitza:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza user field.
   3. Change the name of the field. For example, you can change the name of the Name field to Lucidchart Name.
   4. Click CREATE. 
3. Assign an Oomnitza role to the users such as Employee.
4. Assign a sync key to one of the fields such as the email field.
5. Click NEXT.   

Custom Lucidchart Account to Oomnitza mappings

The following Lucidchart Account fields can be mapped to Oomnitza:

• Account Id
• Connector Sync Time
• Email
• Name
• Roles List
• User Id
• Username

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

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

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. 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 the information that 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. 

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

 Getting started