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WalkMe Integration for SaaS Discovery

Configure the SAP LeanIX-WalkMe integration to automatically discover SaaS applications.

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Introducton

WalkMe Discovery is an application discovery and usage analytics solution from WalkMe. It empowers businesses to better understand their software footprint across the entire organization, including:

  • Identifying which software applications are active across their user base
  • Understanding software license utilization relative to their contracts
  • Analyzing application usage by common attributes like frequency, user counts, and time spent

To learn more, see WalkMe Discovery.

SAP LeanIX leverages WalkMe to discover the SaaS applications used within your organization. Discovered SaaS applications are listed in the SaaS discovery inbox, where you can review them and choose to either create new fact sheets for the discovered items or link them to existing fact sheets.

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Note

If you intend to manually review and link each discovered application to fact sheets, deactivate automatic linking in the SaaS discovery inbox settings before configuring the integration. For details, see Automatic Linking.

Implementation Details

Users provide SAP LeanIX with credentials that have the needed permission to connect with the integration. Once connected, SAP LeanIX periodically pulls data from the Discovery Apps API, specifically calling the /public/v1/discovery/getCustomerAppsStats endpoint.

WalkMe aggregates usage data per calendar month, and for the ongoing month, the usage data includes activity only up to the current date. To ensure consistency, SAP LeanIX pulls and displays usage data only for the previous completed month.

Authentication MechanismSupported RegionsAPI Endpoints UsedWalkMe resource
REST API OAuthGlobalFor API authentication: /accounts/connect/token

For SaaS discovery: /public/v1/discovery/getCustomerAppsStats		Discovery Apps API

Discovery Capabilities

WalkMe integration offers the following capabilities:

Available CapabilitiesDescriptionWalkMe Resource
SaaS Discovery (Standard)SaaS discovery automatically identifies your organization's SaaS applications.Discovered apps
Usage Indication (Optional)Provides insights into how users in your organization access applications. This helps you make informed decisions about adding discovered applications to the inventory.Active Users

Usage Frequency

Average Active Days

Average Weekly Time Spent

You get the following information about the discovered SaaS:

FieldDescription
Product CategoryApplication category name.
Active Users*Total unique users identified using the app during the previous month.
Usage FrequencyHow often does the majority of users have used the app in the selected date range.
Average Active DaysThe average number of days an active user uses the app in the selected date range.
Average Weekly Time SpentAverage number of minutes/hours per week an active user spends in the app.
TagsLabels that can be created and added to an app for better organization
WalkMe Data SourceIndicates the origin of the application's usage data collected.

extension – Collected via the browser extension (web-based apps).

workstation – Collected via desktop-based workstation (native desktop apps).

*Shown only if you enable Usage Indication capability in the configuration settings. To learn how, see Enter the Copied Credentials in SAP LeanIX.

Setting up WalkMe Integration

Create an API Key In the Walkme Admin Center

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Note

You need WalkMe admin privileges to create the API key.

  1. Navigate to WalkMe Admin Center → API Keys.

  2. Click Create New Key in the top-right. This opens a side panel on the right.

  3. In the side panel, give an appropriate name for the integration and toggle the Discovery Apps API permission on with Read rights.

    Creating API Key In WalkMe Admin Center

    Creating API Key In WalkMe Admin Center

  4. Click Create. Do not close the side panel until the key is generated.

  5. Copy and store the Client ID and Client Secret. These are required when configuring the WalkMe integration in SAP LeanIX.

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Note

Make sure to copy and store the client secret value when it is revealed. Once you close the key details panel, the value is masked and cannot be recovered.

Enter the Copied Credentials in SAP LeanIX

  1. Add the WalkMe integration in SAP LeanIX. For a detailed guide, see Setting-up Out-of-the-Box Integrations.

  2. In the configuration, give a name for the integration and select the type of capabilities or data you want to get from WalkMe. SaaS Discovery is enabled by default, and you can optionally enable or disable Usage Indication.

  3. Enter the credentials copied from the WalkMe Admin Center into the corresponding fields.

    Entering the Required Credentials in SAP LeanIX

    Entering the Required Credentials in SAP LeanIX

  4. Click Finish and wait for the connection to be established.

Cross-Checking the Discovered Services

If needed, you can cross-check the discovered SaaS in SAP LeanIX with those listed in WalkMe.

  1. Navigate to WalkMe Admin Center → Discovery → Apps.

  2. In the date filter above, select the previous month to view the corresponding list.

    Cross-Checking the Discovered Services in WalkMe

    Cross-Checking the Discovered Services in WalkMe

Updated 1 day ago