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Automated Linking

Automated Linking queries an external source to associate workspaces with their cost centers in Onicloud.

This process reduces manual work and keeps links aligned with the data provided by the integration.

Before you begin

Have the following information available:

  • an organization registered under the active company;
  • the address of the source that provides the links;
  • authentication details, when required;
  • the fields that identify the workspace and cost center;
  • the source's filtering and pagination rules, when applicable.

Security

Use dedicated credentials with the least privileges required. Do not share passwords, tokens, or other sensitive data in tickets or screenshots.

How it works

The process runs daily, at 2:00 a.m. São Paulo time by default. This time may vary by environment.

During execution, the platform:

  1. retrieves active configurations;
  2. authenticates with the external source when required;
  3. retrieves and filters link data;
  4. identifies the workspace and cost center in each item;
  5. creates the cost center when it does not exist;
  6. associates workspaces that do not yet have a cost center;
  7. records the processing result.

A failure in one configuration does not prevent the others from being processed.

Source configuration

Each configuration belongs to an organization and must contain at least one data source.

Provide:

  • the source address and request method;
  • authentication details, when required;
  • the location of items in the response;
  • cost center and workspace fields;
  • filters and pagination, when needed.

When more than one source is configured, they are queried in their configured order and their results are combined.

Data mapping

Information Required Usage
Cost center Yes Code used to find or create the cost center.
Cost center name No Name used when a new cost center must be created.
Workspace Yes Cloud workspace identifier.
Workspace name No Descriptive information returned by the source.

Cost center name

If the source may return a cost center that does not exist, also provide its name. Without it, creating the cost center may fail.

Filters and pagination

Filters allow only relevant records to be considered. When multiple filters are configured, an item must satisfy all of them.

Pagination must be configured when the source splits results across several pages. Requests continue until no next page is available.

The process preserves existing links:

  • workspaces not found in the organization are ignored;
  • workspaces that already have a cost center are not changed;
  • duplicate links in the same execution are considered only once;
  • missing cost centers are created before linking when the required data is available.

Attention!

Automated Linking does not move a workspace that is already associated with another cost center. Use the editing option available in the platform to make this change.

Monitoring

Each configuration creates a record with the execution result. It shows how many links were created, how many items were skipped, and whether a failure occurred.

The most common issues are:

  • external-source authentication failure;
  • source unavailability or request errors;
  • fields missing from the response;
  • an error while creating the cost center or applying the link.

An execution may fail after completing some links. In this case, links completed before the error are preserved.