Let Oomnitza be your single source of truth!
This integration provides complete visibility of SysAid customers in Oomnitza and the ability to transform information relating to orders and dispatches into consumable information and actionable insights.
Connect Oomnitza and SysAid 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 for:
- Creating and updating service requests
- Closing and deleting service requests
Navigation
Setting SysAid global variables
Creating the asset integration
Creating asset workflows with the API block
Before you start
Before you can configure any of the available workflows with Oomnitza, you first need to enter your credentials in Oomnitza. For further information, refer to Adding your SysAid credentials to Oomnitza.
Setting the SysAid global variables
To save time entering information when you create asset workflows, you can add the SysAid subdomain as a global variable in Oomnitza.
- From the menu, go to Configuration>General.
- Click Global Settings.
- Click Add new variable (+).
- Enter SysAid.Subdomain as the Key.
- Enter your SysAid subdomain as the Value. If your URL is
https://mycompany.sysaid.comyour subdomain would be:mycompany. - Save your changes.
- Repeat the steps above, this time adding the SysAid.Issue_Type and the SysAid.Issue_Username keys. The SysAid.Issue_Type value is the issue category in SysAid. If you are adding a subcategory, you should concatenate all preceding categories using an underscore as the delimiter, for example: “value”:Cat1_SubCat1_ThirdCat1”. For further information, refer to SysAid API documentation: Update a Service Request.
Creating the asset integration
To configure the integration for the SysAid Asset Load, complete the following steps:
- In Oomnitza, click Configuration> Integrations> Overview.
- Click Block view
- Scroll down to the Extended section for asset integrations.
- Click NEW INTEGRATION.
- Select the integration in the sidebar.
- Click ADD.
Integration details overview
More information is provided about the following fields to help you complete the integration:
Installation type
Select Cloud if you want to store credentials in the Oomnitza cloud.
Select Local if you want to store credentials locally. Local extended integrations do not support AWS and OAuth authentication. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select Cloud.
Integration preferences
By default, the option Create & Update option is selected. Select this option when you want to edit records and add new records. If you want to edit records and not add new records, select Update Only. If you only want to add new records, select Create Only.
Integration details
To review or update the integrations details, click Edit .
- Update the integration name if necessary.
- Select an installation type.
- For integration preferences, select an option.
- 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
Schedule
By default, 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.
- Click the Edit
.
- Configure your schedule.
- Click Update.
Mappings
To map the fields to Oomnitza, click Edit .
You can define rules for your integration by selecting Edit integration
on the mapping page. 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 Add new field on the mapping page. All you need to do is specify the property name. See Creating custom API fields.
Creating custom mappings
Map SysAid fields to Oomnitza fields to get the asset information that you need. For the field mapping, it is recommended to follow these steps:
- Create a custom mapping to map the SysAid Asset Id to Oomnitza.
- Click the down arrow on the Id field.
- Select Add new Oomnitza assets field.
- Change the name of the field to SysAid Asset Id.
- Click CREATE.
- Click Smart Mapping.
- Map the SysAid Serial Number to the Serial Number field and assign a sync key.
- Click UPDATE.
Custom mappings
Computer Type
Group
ID
IP Address
Name
Serial Number
Launching the integration
Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration.
If you selected Cloud as the installation type when creating the integration, see Running an extended integration
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 SysAid in the Select Preset search field. Select your preset of choice and for every preset enter the following information in the Configure section:
- Your correct SysAid Credentials that you created in Adding the credentials.
- Your subdomain should be derived from the global variable you created when Setting the SysAid global variables. Alternatively, click Set Manually to manually enter your subdomain.
The SysAid API block workflow comes with the following presets for assets:
Close Service Request
Create Service Request
Delete Service Request
Update Service Request
Using the SysAid Close Service Request preset
The SysAid Close Service Request preset closes a service record. When you select this preset, you need to enter the Service Record ID in the Request Id field and the solution to the service request, for example User needed to restart their computer, in the Resolution field.
Use the Advanced Mode to configure the message response.
- In the API block window, click the Advanced Mode button located in the upper right of the window.
- 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.
For further information, refer to the SysAid API documentation: Close Service Request.
Using the SysAid Create Service Request preset
The SysAid Create Service Request preset creates a new service record and returns the newly created service record. When you select this preset, you need to supply the following information in the Configure section:
- Issue Due Date in the format YYY-MM-DD.
- Issue Description or notes about the issue.
- Your Issue Type and Username should be derived from the global variable you created when Setting SysAid global variables.
Use the Advanced Mode to map the message response by following the steps in Using the SysAid Close Service Request preset.
For further information, refer to SysAid API documentation: Create a Service Request.
Using the SysAid Delete Service preset
The SysAid Delete Service preset deletes one or more service records. When you select this preset, you need to enter a list of comma separated list of Service Record IDs to delete in the Request Id field.
Use the Advanced Mode to map the message response by following the steps in Using the SysAid Close Service Request preset.
For further information, refer to SysAid API documentation: Delete a Service Request.
Using the SysAid Update Service preset
The SysAid Update Service preset preset updates a service record. When you select this preset, you need to supply the following information in the Configure section:
- Request Id
- Your Issue Type and Username should be derived from the global variable you created when Setting SysAid global variables.
Use the Advanced Mode to map the message response by following the steps in Using the SysAid Close Service Request preset.
For further information, refer to SysAid API documentation: Update a Service Request.
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 Getting started for more information.
Did you know
You can also create extended connector integrations for SysAid users.
Creating an extended integration for SysAid users
Comments
0 comments
Please sign in to leave a comment.