Creating an extended integration for Connection Enterprise Solutions users

Let Oomnitza be your single source of truth!

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

Before you start

Before you can create the integration with Oomnitza, you need to have added your credentials to Oomnitza set your API domain type as a global variable. For further information, refer to Adding your Connection Enterprise Solutions credentials to Oomnitza.

Creating a user integration

1. In Oomnitza, click Configuration > Integrations > Overview.
2. Click Block view .
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. In the sidebar, search for the integration.
6. Click ADD.

Integration details overview

More information is provided about the following fields to help you complete the integration:

• User only. Add user records.
• User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

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.

Editing the integration details

1. Click Edit .
2. Make your changes.

Editing the 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 .
2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit .

  Selecting Edit integration to add rules for syncing data. Filtering integration results.  
 

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

Create custom mappings

Complete these actions:

1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
2. Create a custom mapping for the User ID field. To do this, complete these steps:
   1. Click the down arrow on the User ID field.
   2. Select Add new Oomnitza users field.
   3. Change the name of the new field to Connection Enterprise User ID. 
   4. Select the Unique checkbox.
   5. Click CREATE. 
3. Ensure that the Email is mapped to the
   1. Username field on the Oomnitza side (required for integration).
   2. Email field on the Oomnitza side (required for integration).
4. Select the Role field on the Oomnitza mapping side.
5. Choose a suitable role from the list (a defined role is necessary for the integration)
6. Assign a sync key to a unique field, such as the Email.
7. Click UPDATE.

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

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

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations

Next

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

Use API presets to create 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 a user workflow, complete these steps:

1. Click Configuration > Workflows.
2. Click Add (+).
3. Select Users as the object. A Begin and End block is automatically added to the workspace.
4. Enter a name and description. 
5. Click the Blocks tab.
6. In the Integrations section, drag and drop the API block into the workspace.
7. Click Edit on the API block.
8. Enter Connection to search for the presets.
9. Select the Connection Enterprise Solutions Get User Details preset 
10. Configure and save your changes. 
11. Edit the Begin block to set the trigger for the workflow.
12. Connect the three blocks together.
13. 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