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Workplace Analytics dashboard integration

Workplace Analytics dashboard integration

Owned by Bobby van ter Beek
Last updated: Dec 04, 2024
3 min read

What is this article about?

Workplace Analytics is the product in which comprehensive dashboards can be made available to a customer regarding reservation data from Workplace Management (WPM). More information about these dashboards can be found here: Dashboards.

To set up these dashboards for a Workplace Management customer, an integration needs to be established between the Workplace Management client and the Workplace Analytics client. Most of this integration work is on the Workplace Analytics side. In Workplace Management, only the setup of the External App and forwarding the relevant integration information to the Workplace Analytics team is required. This article focuses on setting up the Workplace Management part of the integration.

For more information on how to enable this integration via Workplace Management, see the module activation article: Workplace Analytics integration module activation and information.

By following the module activation in Workplace Management, all the relevant configuration should be done automatically. If however this needs to be debugged, setup in a non Workplace Management tenant or more technical background information is needed for other reasons, see the next part in this article.

Technical background information

The following information describes the technical details of setting up the integration on the Workplace Management side without the use of the Module activation. These are all automatically taken care of in the module activation. This is therefore only relevant as technical background information and can be used for debugging, if the setup does not work properly.

Navigate to client settings, ‘Setup’ and make a note of the client reference

Click tab ‘Authentication’:

Scroll down, click tab ‘External apps’:

Click ‘Create analytics’:

Make a note of the External App reference and set commission to ‘Active’:

  • Open the tab ‘Trust relations’

  • Make a note of the ‘Access ID’

  • Make sure that the ‘Key type’ is set to ‘Integration secret key’, change if necessary

  • Check if the ‘Authorized system user’ is set to an active user with access to Analytics data, change if necessary

  • Click on ‘password protected’

If ‘password protected’ is not shown, make sure that your user is member of the group ‘license editor’.

  • Click ‘Reveal secret key’

  • Provide your password. Note that when your user is a partner user, using the partner password is currently not supported, which means that you need to generate a personal password for your user. This is supported from the january release onwards, so from that time on you can use the partner password.

Now you have all the information that Analytics needs to connect, forward this info to them:

  1. server: the Axxerion subdomain that the client is using (for example ‘myclient.axxerion.com’)

  2. client reference: the unique identifier of the client Axxerion environment, (for example ‘clientabc’)

  3. external app ID: see notes above

  4. access ID: see notes above

  5. secret key: see notes above