# SailPoint EZOfficeInventory Connector Documentation

> EZOfficeInventory Connector Documentation

# Documentation

# Connecting SailPoint and EZOfficeInventory

To connect SailPoint to the source, perform the following tasks:

## Adding and Configuring the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

1. Go to **Admin \> Connections \> Sources**.
2. Select **Create New**.
3. Search for a source type and select **Actions**.
4. In the **Actions** dropdown, select the setup method:

   - **Express Setup** - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started.

     > **Note**
     >
     > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). For more information, contact your SailPoint Customer Service Manager.
   - **Standard Setup** - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup.

### Express Setup

1. Review the directions and select **Start Express Setup**.
2. Review the pre-populated source name, source owner, and description. To update, select **Edit**.

   > **Note**
   >
   > Source name must be unique.
3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider.

   > **Note**
   >
   > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** page.
5. Select **Finish**. After a successful test connection, the system creates your source and prompts you to run an aggregation.

   - If you want to aggregate now, select **Aggregate**.

     - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**.
     - To see the list of aggregated source accounts, go to **Account Management \> Accounts**.
   - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet.

### Standard Setup

Configure more detailed settings relative to Express Setup.

1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (Optional) Select a governance group to grant its members [source](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#source-sub-admin-user-level>) or [role](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#role-sub-admin-user-level>) sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html>).
5. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Here, continue to configure your connected source.

## Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

1. Enter a descriptive **Source Name** for the connection.
2. Enter the **Source Description** that provides details necessary to distinguish it from similar connection sources.
3. In **Source Owner**, begin typing the name of the source owner.
4. (Optional) Select the appropriate **Governance Group for Source Management** from the dropdown list. For more information about governance groups, refer to [Associating Governance Groups with a Source](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-with-a-source>).
5. Select **Create Manual Work Items** to enable the source to support additional source management features such as creating accounts and access profile management.

   > **Important**
   >
   > Once you enable this feature, it can't be disabled.

   For more information on manual work items, refer to [Work Items](<https://developer.sailpoint.com/docs/api/work-items>). For more information on SailPoint features, refer to [SailPoint Identity Services](<https://documentation.sailpoint.com/saas/help/index.html>).
6. Select **Save**.

## Connection Settings

Configure a secured, direct connection to the source.

1. Enter the EZOfficeInventory API base endpoint as **Base URL**. For example, `https://{SUBDOMAIN}.ezofficeinventory.com`.
2. Enter the **API Token** generated from the EZOfficeInventory **API Integration** settings.
3. Select **Save**.

## Review and Test

Perform a test to confirm the connection to SailPoint.

1. Go to **Review and Test**.
2. Confirm that the entries in each field are correct.

   If you note any mistakes, return to the section and make corrections.
3. Select **Test Connection**.

## SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface.

For more information, refer to [Application Onboarding](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.

# Integrating SailPoint with EZOfficeInventory

EZOfficeInventory is a cloud-based asset and inventory management platform for organizations that need to track, maintain, and optimize the lifecycle of their physical assets, equipment, and inventory across locations and teams. It combines asset tracking, inventory management, equipment maintenance scheduling, procurement, vendor and contract management, and reservation/checkout workflows into a single unified system, providing real-time visibility into asset location, utilization, depreciation, and total cost of ownership - from acquisition through retirement. This document provides instructions to configure a new direct connection to an EZOfficeInventory source.

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) page.

## Supported Features

The EZOfficeInventory connector supports the following:

### Account Management

- Aggregate Account (Members)

### Entitlement Management

- Aggregate Roles
- Aggregate Teams

> [!IMPORTANT]
>
> Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:
>
> - **Organization Admins**: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
> - **Regular Users**: Limited to 1 manual account or entitlement aggregation per day per source.
>
> These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

## Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

1. Log in to EZOfficeInventory with an account owner or administrator account.
2. Go to **Settings \> Integrations \> API Integration**.
3. Select **Enable** to turn on API access for the company.
4. After you enable API access, EZOfficeInventory generates an **Access Token** (Company Token) automatically.
5. Copy and securely store the **Subdomain** (visible in your EZOfficeInventory URL, for example, `https://{SUBDOMAIN}.ezofficeinventory.com`) and the **Access Token**.

> [!NOTE]
>
> - EZOfficeInventory API tokens are company-wide, not tied to an individual user account.
> - API setting updates require the account owner to be logged in.
> - A fair use limit of 60 API requests per minute applies to all calls made with the token.

For more information about obtaining an access token, refer to the [EZOfficeInventory developer documentation](<https://ezo.io/ezofficeinventory/developers/>).

> [!NOTE]
>
> The linked document is not maintained by SailPoint and is subject to change without notice.

## Required Permissions

- **Maintenance Admin and Non-Maintenance Admin** - minimum required role to generate the token. Only the account owner can perform this initial setup.

# Schema Reference

The application schema is used to configure the objects returned from a connector.

> [!NOTE]
>
> - The **Account Schema** tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as **Entitlement** or **Multi-Valued**. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.
> - The schema attributes that are not present by [default](<#default-account-schema>) must be defined as strings if not specified.

The EZOfficeInventory connector uses the following default correlation and object configurations.

## Default Account Schema

Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location.

The set of account attributes each source stores and how they're organized is known as the account's *schema*. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.

### Default Account ID

SailPoint requires that certain attributes remain in your configuration. These attributes are referred to as *account IDs*.

> [!CAUTION]
>
> Changing the attribute marked as the account ID after aggregating accounts can result in duplicate accounts being created. To avoid this, either reset the accounts on this source before editing the account ID attribute or edit the account ID attribute before aggregating accounts.
>
> To resolve issues caused by changing account IDs, reconfigure them to their default values.

The following table lists the default account IDs for this connector:

| Account ID | Schema Object Type |
| --- | --- |
| id | Account |

### Default Account Attributes

The EZOfficeInventory connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified.

| Attribute Name | Description |
| --- | --- |
| id | Unique numeric identifier assigned to the user record |
| email | User's email address, used for login and notifications |
| first\_name | User's given (first) name |
| last\_name | User's family (last) name |
| full\_name | User's complete name (first and last combined) |
| status | Indicates whether the user account is currently active or inactive |
| confirmed\_at | Timestamp when the user confirmed/verified their account (for example, via email confirmation) |
| is\_ldap\_user | Boolean flag indicating whether the user authenticates via LDAP |
| saml\_user | Boolean flag indicating whether the user authenticates via SAML-based SSO |
| auto\_sync\_with\_ldap | Boolean flag indicating whether the user's account is automatically kept in sync with the LDAP directory |
| otp\_required\_for\_login | Boolean flag indicating whether one-time password (OTP)/MFA is required for this user to log in |
| consumed\_timestep | Internal counter used to track the last valid OTP time-step, preventing reuse of the same OTP code |
| password\_changed\_at | Timestamp of the last time the user's password was changed |
| reset\_password\_sent\_at | Timestamp of the last password reset email sent to the user |
| role\_id | Numeric identifier of the role assigned to the user, which determines their permissions |
| role\_name | Display name of the role assigned to the user (for example, "Admin", "Assigned Role") |
| team\_id | Identifier(s) of the team(s) the user belongs to; supports multiple team memberships |
| settings\_access | Boolean flag indicating whether the user has permission to access account/company settings |
| manager\_id | Identifier of the user's manager, used to reflect reporting hierarchy |
| created\_at | Timestamp when the user record was created |
| updated\_at | Timestamp of the most recent update made to the user record |
| deleted\_at | Timestamp indicating when the user record was soft-deleted, if applicable |
| deactivated\_at | Timestamp indicating when the user account was deactivated, if applicable |
| offboarding\_date | Date on which the user is scheduled to be or was offboarded from the organization |
| inactive\_by\_id | Identifier of the user/admin who marked this account as inactive |
| unsubscribed\_by\_id | Identifier of the user/admin who unsubscribed this account from email notifications |
| created\_by\_id | Identifier of the user/admin who created this account |
| creation\_source | Indicates how the account was created (for example, "manual", SCIM, sync) |
| subscribed\_to\_emails | Boolean flag indicating whether the user is subscribed to receive system emails/notifications |
| alert\_type | Specifies the type/level of alerts the user is configured to receive (for example, "all\_alerts") |

## Default Entitlement Attributes

Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to [Managing Entitlements](<https://documentation.sailpoint.com/saas/help/access/entitlements.html>) for more information.

> [!CAUTION]
>
> Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations.

### Default Group Attributes

The EZOfficeInventory connector also supports groups. The following attributes must be configured on the managed system and in the SailPoint source schema to manage groups.

| Attribute Name | Description |
| --- | --- |
| name | Display name of the team |
| id | Unique identifier of the team |

### Default Role Attributes

The EZOfficeInventory connector supports roles. The following attributes must be configured on the managed system and in the SailPoint source schema to manage roles.

| Attribute Name | Description |
| --- | --- |
| name | Display name of the role |
| id | Unique identifier of the role |