Creating an extended integration for Sage People users – Oomnitza Documentation

Before you start

Before you can create the integration with Oomnitza, you need to have added your Sage People credentials For further information, refer to Adding your Sage People credentials to Oomnitza.

Creating the user integration

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

Click Edit .
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.

Click Edit .
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.

Creating custom mappings

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

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.
Create a custom mapping for the ID field. To do this, complete these steps:
1. Click the down arrow on the ID field.
2. Select Add new Oomnitza users field.
3. Change the name of the new field to Sage User ID.
4. Select the Unique checkbox.
5. Click CREATE.
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).
Select the Role field on the Oomnitza mapping side.
Choose a suitable role from the list (a defined role is necessary for the integration)
Assign a sync key to a unique field, such as the Email.
Click UPDATE.

Tracking information for user loads

When the integration is run, you can track the name of the credentials that were used and the source of the data. To do this, you map the following fields to Oomnitza:

Connect: Credentials
Connect: Hostname

Mapping fields

Address line 1
Address line 2
Address line 3
City
Country
Email
Employment Active
Employment Name
End Date
First Name
Full Name
HR Department
ID
Job Title
Last Name
Postal Code
Region
Start Date
Work Location

Did you know?
You can define rules for your integration by selecting Edit integration at the top of the screen. 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 the + (Add) option. All you need to do is specify the field name and then enter the JSON path, for example {{response.email}}. See Creating custom API fields.