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Omega 365 setup

This manual helps you collect and provide all required information to integrate data from Omega365 into Novorender.

S
Written by Support
Updated this week

Novorender uses the Omega365 API to fetch data and populate visual workflows. To connect successfully, you must supply key technical details and coordinate securely with the Novorender team to activate the integration. Please see the video and provide the details listed in the description below.

What You Need to Provide from OMEGA365:

The following five elements are essential to establish the integration:

1. API Key – Manual Setup Required

  • You must:

    1. Obtain the API key (through your Omega admin or technical support).

    2. Share the key securely with the Novorender team.

      • Use secure channels

The Novorender team will then set this up for your integration backend.



2. Base URL

  • This is your Omega365 tenant’s API address.

  • Example:

    https://yourcompany.omega365.com/api/

3. View or Resource Name

  • The internal Omega resource (or "view") you want to pull data from.

  • This might be something like:

    • PersonnelView

    • PunchItems

    • ProgressItems

This should match the name shown in your Omega365, or ask your Omega admin for it.


4. Property to Match

  • A field used to filter the data—usually some sort of ID or reference field.

  • Example:

    • ProjectID

    • DisciplineCode

    • Location

This allows Novorender to pull only the relevant subset of data.


5. Fields

  • The exact field names (properties) you want to retrieve from Omega365.

  • Example:

    • Name, Title, Status, Discipline, PlannedStartDate, PlannedFinishDate

These should be listed exactly as they appear in Omega365.


6. Novorender vs Omega Property Mapping

  • You must define which Novorender property each Omega field should map to.

  • Example mappings:

    • Omega Title → Novorender Task Name

    • Omega Discipline → Novorender Discipline

    • Omega Status → Novorender Status


Need Help?

If you’re unsure how to find any of these items:

  • Contact your Omega365 system administrator to get access to API resources or keys.

  • Reach out to the Novorender team if you’re stuck on how to map fields or configure filters.

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