Flexera SaaS Management Data Ingestion Utility

[#1]

The Flexera SaaS Management (FSM) Data Ingestion Utility is a client-based Windows desktop tool providing a code-free method to ingest data from your organization’s multiple SaaS applications. It enables the ingestion of data from:

• CSV file sources
• Vendor APIs
• A combination of both sources

This allows you to quickly ingest data and optimize the SaaS vendors you use within your organization.

Flexera SaaS Management enables the ingestion of vendor data in three ways:

• Direct integrations are out-of-the-box managed applications for vendors such as Salesforce, ServiceNow, and Microsoft 365. The SaaS Management catalogue contains approximately 60 managed applications.
• Single Sign-On (SSO) discovery uses providers such as Okta to discover the applications configured within your SSO and used by your organization's users.
• Indirect integrations occur when the vendor or application is present within the SaaS Management catalog, but data needs to be ingested using scripting against our public APIs. There are approximately 26,000 indirect integrations currently in the SaaS Management catalog. While many Flexera customers and partners currently use our indirect integrations to ingest data and understand optimization opportunities, we also recognize that developing scripts in languages such as Python or PowerShell can be a barrier.

Use the attachment in this article to download the utility's MSI file for installation. For more details, see Flexera SaaS Management Data Ingestion Utility.

Prebuilt Configurations

The following configurations have been created by the Flexera engineering teams and can be imported into the Data Ingestion Utility. Note we always recommend upgrading to the latest version of the utility.

Vendor	Job Type(s)
Aha!	Application Roster Application Usage
Asana	Application Roster Application Usage
Miro	Application Roster Application Usage
Monday.com	Application Roster Application Usage

[tertiusd]

hi Andrew, 

can you please update the utility download with the latest 2.0.0X verion that includes the API jobs as well? 

thanks!

[aswindells]

Hi Tertius,

The .msi that is included in this KB does have the API support, we just reset the versioning when we moved from Early Access into production release.

You should see the API option in the right hand panel of the tool.

Thanks

[tertiusd]

Thank you Andrew, I was looking at the version numbers, testing now. 

[tnunes07]

I was able to import the refresh token successfully, but now I'm getting an error when I attempt to add my organization, "Organization ID does not exist. Please enter a valid organization ID. ". What could be the cause for this?

[tertiusd]

Good day tnunes, 

the Org ID will only be the 5 digit ID after ORG in your URL for FLexera so only place the 5 digits here. One: https://app.flexera.com/orgs/XXXXX

For the Organization Name make sure that if you have any spaces in your org name these are exactly the same as seen in Flexera One portal. the Org name is seen top right corner when logged into Flexera One. 

they need to match exactly or you will get this error.  

[Anonymous]

Just wanted you guys to know, I just installed FSM being a new client with Flexera. Installing the MSI attached shows up in control panel as version 5.0.0.0. I then ran through the patch instructions and the version never changed. This is misleading, especially when we will need to put in tickets to support for issues with this utility. Please have your developers fix this  

[aswindells]

Hi @Anonymous 

Thank you for raising this, I have fed this back to the engineering team to ensure this gets addressed.

Thanks

[Anonymous]

Thanks Aswindells! 

[sdbash]

If the version of the MSI downloaded/installed is the "FSMIngestionUtility 5.0.0.6.msi" file, does that mean that the patch is included or do I still need to apply the patch files?

That is the version that I have installed for a customer, however, like @Anonymous , both Control Panel and the utility GUI show version 5.0.0.0.

Is there a way to confirm what version is actually installed and if the patch has been applied?

[aswindells]

Hi @sdbash 

A new version of the DIU has been released today, attached to the article which includes the previous fixes.

Thanks

[williamtaka]

Hi,

Regarding MIRO integration, the doc is wrong,

We need the Organization Id and the API "Get Org Members" method.

https://developers.miro.com/reference/enterprise-get-organization-members

[bill-ferring]

Can someone please update the Asana ZIP file? It does not contain a readme file with prerequisites and instructions like the Miro and Monday.

[VidaS]

Hi @bill-ferring & @williamtaka,
Thank you for informing us about Asana and Miro issues. I will raise this with support. 
Kind regards,

Vida 

[williamtaka]

Hi @VidaS ,

If the app isn't in the indirect catalog apps, how can i add this new application?

I didn't find an API method to add this new custom app.

[tabreezahamed]

@VidaS , I am looking for instructions on how to create a API connection using Data Ingestion Utility for the applications that does not have out of box connector.

[JohnSorensenDK]

@williamtaka 

You should request the missing SaaS application to be added by contacting Flexera Support and request a content update in both Technopedia and the SaaS vendor app list.

In the meantime you can use any of the SaaS apps listed and rename it (Application Details > Edit) to the appropriate app name.

Thanks,

[JohnSorensenDK]

@tabreezahamed 

Please refer to Scheduling API Jobs in FSM Data Ingestion Utility on how to create an API job/task with DIU.

Thanks,

[VidaS]

Hi all community members, @bill-ferring & @williamtaka ,

The files for MIRO and ASANA have now been updated. Please share the feedback if you encounter any issues. 

Thanks