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The Device Import step lets you review devices synced from your RMM and import them into MSPortal. You can map devices to companies and configure how they’re organized.
This step only appears if you selected an RMM integration. It becomes available after the initial RMM sync completes.

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What You’ll Do

  • Review Synced Devices - See all devices pulled from your RMM
  • Map to Companies - Associate devices with the correct client companies
  • Import Devices - Bring devices into MSPortal’s device inventory
  • Configure Device Types - Set up device categorization

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Steps to Complete

1

Wait for RMM Sync

If the initial sync is still in progress, the wizard will show a waiting indicator. This ensures your devices are available for review.
2

Navigate to Device Import

Click Go to Settings in the onboarding wizard. You’ll be taken to the device staging area for your RMM integration.
3

Review Staged Devices

Browse the list of devices synced from your RMM. Check that device details look correct.
4

Map Devices to Companies

For devices that aren’t automatically matched, select the correct company from the dropdown.
5

Import Devices

Select the devices you want to import and click Import Selected or Import All.

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Automatic Company Matching

MSPortal attempts to automatically match devices to companies based on:
  • Site/location names in your RMM
  • Company names in your PSA (if connected)
  • Previous manual mappings
Devices that can’t be automatically matched will need manual assignment.

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Device Types

During import, devices are categorized by type:
  • Workstation - Desktop computers and laptops
  • Server - Physical and virtual servers
  • Network - Routers, switches, firewalls
  • Other - Printers, UPS, and other devices

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Manual Completion

This step requires manual completion. Click Mark Complete in the wizard when you’ve finished importing your devices.
You don’t need to import all devices at once. You can import in batches and return to import more later.