Exporting spend data to the Technology Spend Dashboard

IT Asset Management (Cloud)

The following prerequisites must be met in order to export IT Asset Management data to the Technology Spend Dashboard:

The prerequisites that must be met in order to export IT Asset Management data to the Technology Spend dashboard:

• An OAuth token must be obtained to allow exporting of data from IT Asset Management to the Technology Spend dashboard.
• An updated license file must be obtained and installed in IT Asset Management.
• A IT Asset Management administrator must configure settings within the Unified Spend Analytics section on the Integrations tab of the IT Asset Management Settings General page.
  Note: A new license file will be automatically installed for you when you contact Flexera Support adn request access to use the Technology Spend dashboard. In addition, you will be provided a script to generate the OAuth token. The token must then be copy and pasted into the Token field in the Unified Spend Analytics section on the Integrations tab of the IT Asset Management Settings General page.

To export spend data to the Technology Spend dashboard:

1. Go to the Integrations tab in the IT Asset Management Settings General page. Expand the Unified Spend Analytics section.
2. Paste the OAuth token into the Token field. Refer to the prerequisites listed above for more information.
   The Export to Unified Spend Analytics check box is enabled upon entering a token.
3. Select the Export to Unified Spend Analytics check box.
4. Click Save to save the Unified Spend Analytics system settings.

   After saving your settings, data is automatically exported to the Technology Spend Dashboard once a day. If the connection fails or the incorrect information is provided, this will be reported in the Last completed export section on this page.

   You may also choose to manually export your data immediately, as shown in the following step.

5. To manually export your data from IT Asset Management:
   1. Click the Export button to create a data export job.
      Tip: This button is enabled only after entering an OAuth token in the Token field, selecting the Export to Unified Spend Analytics check box, and then clicking Save.
      IT Asset Management displays the status message Unified Spend Analytics export is waiting to be executed in the Status field in the Last completed export section. This begins the process of testing the connection to Unified Spend Analytics and submitting an export job.
   2. Refresh the browser intermittently to update the status message.
      The Status field in the Last completed export section displays:

      • Success for a successful connection
      • Connection failure if the connection is unsuccessful.