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Creating an extended integration for Presidio assets

  • May 28, 2026 16:20
  • Updated

Sync Oomnitza with Presidio to retrieve and manage EMEA customer order data in Oomnitza.

Important
- Oomnitza retrieves only data for EMEA assets
- Before you add the integration, contact Support. To add the integration, the header value of your Oomnitza instance must be updated.

Connect Oomnitza and Presidio 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 order information
  • Configurable reports to share information about assets and orders with your colleagues and management such as corporate-wide reports that detail the distribution and status of the assets in your environment
  • Configurable workflows that you can easily create for retrieving:
    • All of a customer's asset orders within a specified date interval.
    • All of a customer’s asset orders for a particular item code within a specified interval.
    • All of a customer’s asset orders from a particular manufacturer.
    • All of a customer’s asset orders using a search query.

toc_icon_32px.svg Contents

  1. Before you start
  2. Adding your Presidio credentials
  3. Creating the asset integration 
  4. Creating custom mappings 
  5. Creating asset workflows with the API block

Before you start

To easily find the records that are uploaded to Oomnitza, it's best practice to create a dedicated user account for each integration. This will make it easier for you to retrieve the records that are uploaded to Oomnitza from the vendor application. 

small_blue_link.svg Creating integration users 

Presidio uses OAuth 2.0 authentication which requires you to enter your Presidio username and password in Oomnitza. 

When you create the integration and credentials, you must enter the full Presidio API URL. The format of the URL is as follows: 

https://procurement-api.eu.presidio.com

Important 
Make sure your password does not contain an asterisk (*)  as it is ignored in the Oomnitza User Interface.

The Presidio API documentation is hosted on a private portal and is hidden behind a login screen. You will need to reach out to Presidio to gain access.

Adding your Presidio credentials

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

Make life easier and add your credentials to Oomnitza before you create the integration.  

  1. In Oomnitza, click Configuration > Security > Credentials.
  2. Click Add new credential (+).
  3. Search for the integration, and then click the forward arrow > to select the integration.
  4. Enter your client credentials and any other additional information.
  5. Click Authenticate. You are prompted to log in to authorize your request.
  6. Click CREATE.
  1. Add the information details. 
  2. Click the AUTHORIZATION tab.
  3. Ensure that OAuth 2.0 is selected as the Authorization type.
  4. Ensure that Presidio is selected from the SaaS list.
  5. Enter your Presidio details.
  6. Click Authenticate.
  7. Click Create.

Creating the asset integration

To configure the integration for the Presidio Asset Load, complete the following steps:

  1. In Oomnitza, click Configuration> Integrations> Overview.
  2. Click Block view block_view.PNG
  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:

Software data

Depending on the asset integration, an option might be available to ingest desktop software information such as the name and version of the software installed on an asset. To view the software information in Oomnitza, you must have the software module. 

Installation types

  • Cloud. Store credentials in the Oomnitza cloud.
  • Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

  • Create & Update. Add and update records.
  • Create only. Add records.
  • Update only. Update records.

Integration details

To review or update the integrations details, click Edit edit_black_pencil_icon.svg.

TipBulb_Icon_small.svg When you edit the Integration details section, you can select the name or names of integration contacts.  Integration contacts will receive an in-app notification and an email, when the integration fails, when the integration fails to complete within 24 hours, or when the scheduled integration fails to run.

  1. Update the integration name.
  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

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

  1. Click Edit edit_black_pencil_icon.svg.
  2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit edit_black_pencil_icon.svg.

 cog_red_dot_small_icon.svg Select Edit integration to add rules for syncing data. small_blue_link.svg Filtering integration results.  

Click SMART MAPPING.

You can add new fields to your integration by selecting Add new field  add_grey_rectangel_icon.svg on the mapping page. 
small_blue_link.svg Creating custom API fields. 

Creating custom mappings

Map Presidio fields to Oomnitza fields to get the asset information that you need. For the field mapping, it is recommended to follow these steps:

  1. Create a custom mapping for the Item Code field:
    1. Click the down arrow on the Item Code field.
    2. Select Add new Oomnitza assets field.
    3. Change the name of the field to Presidio Item Code.
    4. Click CREATE. 
  2. Create a custom mapping for the Manufacturer field. When creating the new Oomnitza asset field, change the name of the field to Presidio Manufacturer.
  3. Click Smart Mapping.
  4. Assign a sync key to the Serial Number field. 
  5. Click UPDATE. 

Custom mappings

Additional Reference
Connector Sync Time
Customer Account Name
Customer Account Number
Customer PO Number
Delivery Address 1
Delivery Address 2
Delivery Address 3
Despatch City
Despatch Country
Despatch note Number
Despatch Post Code
Despatch Receipt Date
Item Brand
Item Category
Item Code
Item Description
Item Group
Manufacturer
Sales Order Number
Serial Number
Unit Selling Price

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

small_blue_link.svg If you selected Cloud as the installation type when creating the integration, see Running an extended integration

small_blue_link.svg 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

Creating workflows

Creating asset workflows with the API block

To reduce your workload and automate complex and repetitive tasks, you can create asset workflows with the API block by following the steps in Using the API block. To locate the available presets, enter Presidio in the Select Preset search field. Select your preset of choice and then enter your correct Presidio Credentials that you created in Adding your Presidio credentials. The Presidio API block workflow comes with the following presets for assets:

Get Assets Interval
Get Item
Get Item Interval
Get Manufacturer
Search Assets

Using the Presidio Get Assets Interval preset

The Presidio Asset Interval preset fetches all of a customer's asset orders within a specified date interval. When you select this preset, you need to enter the date interval in the End Date and Start Date fields in the format YYYY-MM-DD.

Use the Advanced Mode to configure the message payload. 

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. In the Information tab, you can change the pageLimitandpageNumberin the URL or leave as is.
  3. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. For information on creating custom fields, see Creating Custom Fields in Oomnitza. Once you have the entire response, you can then map individual JSON values to custom fields. For further information, refer to the Using the API block.

Using the Presidio Get Item preset

The Presidio Get Item preset fetches all of a customer’s asset orders for a particular item code. When you select this preset you need to first supply your Item Code. If you followed the steps in Creating custom mappings, you should have already created a Presidio Item Code field. To map the information from this field in a workflow simply enter the field name surrounded by curly braces, i.e. {{presidio_item_code}}, otherwise you can manually enter the Item Code, i.e. 61CEMAT2UK.

presidio_get_item.PNG

Use the Advanced Mode to map the message response by following the steps in Using the Presidio Get Asset Details preset.

Tip
You can configure the Begin block in your workflow to only retrieve certain item codes. For example, you may only want to return the item codes matching a Customer Account Name or Despatch Receipt Date. For further information, refer to Using the Begin block.

Using the Presidio Get Item Interval preset

The Presidio Get Item Interval preset fetches all of a customer’s asset orders for a particular item code within a specified interval. When you select this preset, you need to enter the date interval in the End Date and Start Date fields in the format YYYY-MM-DD, and supply the Item Code. 

Use the Advanced Mode to map the message response by following the steps in Using the Presidio Get Asset Details preset.

Using the Presidio Get Manufacturer preset

The Presidio Get Manufacturer preset fetches all of a customer’s asset orders from a particular manufacturer. When you select this preset you need to first supply your Manufacturer name.  If you followed the steps in Creating custom mappings, you should have already created a Presidio Manufacturer field. To map the information from this field in a workflow, simply enter the field name surrounded by curly braces i.e. {{presidio_manufacturer}}, otherwise you can manually enter the manufacturer name, i.e. Apple.

Use the Advanced Mode to configure the message payload by following the steps in Using the Presidio Get Asset Details preset.

Tip
You can configure the Begin block in your workflow to only retrieve certain manufacturer names. For example, you may only want to return the manufacturers with a Despatch Receipt Date for a particular month. In this case you could use the Between operator in the Rule criteria to filter between two dates. For further information, refer to Using the Begin block.

Using the Presidio Search Assets preset

The Presidio Search Assets preset fetches all of a customer’s asset orders based on a search query. When you select this preset you need to supply your Item Brand, Item Category and Item Group.

presidio_search_assets.PNG

Follow the instructions in Using the Presidio Get Asset Details preset and use the Advanced Mode to add a message response and obtain your search results. 

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

See small_blue_link.svg Getting started for more information.

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