Creating an extended integration for EasyVista users

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

Connect Oomnitza and EasyVista 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
• Configurable workflows for creating, getting, and updating users.

Navigation

Adding EasyVista global variables

Adding the credentials

Creating the user integration

Creating custom mappings

Troubleshooting the integration

Creating workflows

Creating user workflows with the API block

Create New User

Get User Details

Update User Information

Creating Saas user workflows

User Role preset

Before you start

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

EasyVista uses Basic Auth authentication. A username and a password are required to access the service.

For further information consult the EasyVista API documentation.

Adding EasyVista global variables

To save time when you create workflows, set your URL and Account Number as a global variable:

1. From the menu, click Configuration > General.
2. Click Global Settings.
3. Click Add new variable (+).
4. Add the EasyVista.EasyVista Url variable and its value. 
5. Save your changes.
6. Follow steps 1 to 3 above.
7. Add the EasyVista.EasyVista Account Number variable and its value. 
8. Save your changes.

Adding the credentials

To stream EasyVista user data into Oomnitza, complete the following steps:

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Add the information details.
4. Click the AUTHORIZATION tab.
5. Ensure that Basic Auth is selected as the authorization type.
6. Enter the user name and password of your EasyVista account.
7. Click Create. 

Next

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

Creating the user integration

Info and connect details

1. From the menu, click Configuration > 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. In the New User Integration sidebar, click EasyVista.
6. Click APPLY next to the EasyVista User Load, 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.

On the connect page, complete the following steps to connect the integration:

1. Enter a descriptive name for the integration such as EasyVista User Load. This name will be displayed on the Integrations page once the setup is complete.
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. Enter your EasyVista Server URL i.e. <server_url + .easyvista or .easyvista-training>
9. Enter your EasyVista Account Number.
10. Click Next.

Creating custom mappings

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

Complete these actions:

1. Create a custom mapping for the EasyVista Employee Id. To do this, complete the following steps:
   1. Select the down arrow on the Employee Id field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field to EasyVista User Id.
   4. Click CREATE. 
2. You have the option to create custom mappings to map any other field that you want to add to Oomnitza. To create an optional custom mapping, do the following:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field.
   4. Click CREATE. 
3. Map and assign a sync key to the Email field.
4. Click NEXT.

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. 

Standard EasyVista to Oomnitza mappings

The following EasyVista fields can be mapped to Oomnitza:

Approved To Validate
Availability Status Id
Begin Of Contract
Cellular Number
Chat Login
Civil Status Id
Comment Employee Href
Connect: Credentials
Connect: EasyVista Account Number
Connect: EasyVista Server Url
Connector Sync Time
Cost Per Hour
Cost Per Hour Cur Id
Default Cost Center Id
Delegation From
Delegation Id
Delegation To
Department Code
Department En
Department Href
Department Id
Department Id
Department Label
Department Path
Department Path
Email
Email Address Sender Id
Employee Id
End Of Contract
Fax Number
Function Id
Href
Icq Number
Identification
Impact
Is Automatic Status
Is Evie
Is System
It Correspondent
Language Id
Last Integration
Last Name
Last Update
Location City
Location Code
Location En
Location Href
Location Id
Location Id
Location Path
Location Path
Location To Check Request Id
Login
Mail Alert
Manager Begin Of Contract
Manager Cellular Number
Manager Department Path
Manager Email
Manager Employee Id
Manager Id
Manager Last Name
Manager Location Path
Manager Phone Number
Messenger Sign Name
Notification Type Id
Passwd Last Update Ut
Person In Charge
Phone Number
Picture Path
Planning Id
Pto
Sandbox User
Style Id
Supplier Id
Supplier Path
Title Id
Trial End
Validation Level
Validator Id
Vip
Vip Level Id
Wave Address

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

When you've completed mapping the EasyVista 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 NOW.

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. 

Troubleshooting the integration

To resolve issues when you run connector integrations, follow the steps in Accessing error logs.

The below are some common troubleshooting errors when running the EasyVista integration:

• There are special characters, for example an umlaut or diaeresis sign (Ë), in a username or email.
• There are duplicate records using the same data, i.e. an email or username. When this occurs the error log displays the following message: The record is not processed because there was another record in the same portion with the same identifier.

Creating workflows

Creating user workflows with the API block

To reduce your workload and automate complex and repetitive tasks, you can create user workflows with the API block by following the steps in Creating user workflows with the API block.

To locate the available presets, enter EasyVista in the Select Preset search field. Select your preset of choice and for every preset enter the following information in the Configure section:

1. Your correct EasyVista Credentials that you created in Adding the credentials.
2. Your URL and Account Number should be derived from the variable created in Adding EasyVista global variables or entered manually. 

For information on the specific requirements for each preset, click one of the links below:

Create New User

Get User Details

Update User Information

Using the EasyVista Create New User preset

The EasyVista Create New User preset allows you to create a new user in EasyVista. When constructing a workflow that uses this preset, the following information is required:

• Last Name. The last name of the new user followed by the first name, for example: Morley, Gaby.
• New Email. The email of the new user.
• New Password. The password of the new user.

For further information see EasyVista REST API documentation: Create an employee.

Using the EasyVista Get User Details preset

The EasyVista Get User preset allows you to get information about user in EasyVista. For further information see EasyVista REST API documentation: See an employee.

Using the EasyVista Update User Information preset

The EasyVista Update User preset allows you to update user information in EasyVista. When constructing a workflow that uses this preset, you will need to enter the same information described in EasyVista REST API documentation: Update an employee.

Creating Saas user workflows

You can create the SaaS User workflow by following the steps in Creating Saas user workflows. When creating the user workflows with the API block for EasyVista, the following specific configuration is required:

To locate the available presets, enter EasyVista in the Select Preset search field. Select your preset of choice and for every preset enter the following information in the Configure section:

1. Your correct EasyVista Credentials that you created in Adding the credentials.
2. Your EasyVista URL and Account Number.

The EasyVista SaaS User workflow block comes with one available preset, the EasyVista User Role preset .

Using the EasyVista User Role preset

The EasyVista User Role preset enables you to read a user’s role and last login date from EasyVista.

Note: The EasyVista fields role and last login date need to be defined and populated for the preset to be able to retrieve the role information. 

For further information on workflows see:
 Understanding workflows
 Workflow block overview

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your users, 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.

Did you know
You can also create an extended integration for EasyVista assets.
Creating an extended integration for EasyVista assets