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Bring devices from your RMM into the portal’s inventory for each rollout company. This page is for MSP staff with integration-management access.

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Before you start

  • Finish the RMM connection and map your sites or companies first. Devices from unmapped sites do not appear.
  • Check that at least one device sync finished. The first sync can take a while for a large account.
  • Importing only the pilot companies first keeps the first pass simple.
  • You can also use Addigy for this step when you chose it without a primary RMM.

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Import devices

1

Open the device page

In Launch Center, select Client devices in Setup guide, then click Open Device Import. You can also open Settings > Integrations, click your integration, and open its Devices tab. ConnectWise Manage calls it Configurations, and Halo PSA and Syncro call it Assets.
2

Map the device types

In the Device Type Mappings table, click Quick Match to map provider types to your device types by name. Click Map with AI for types name matching missed, and Quick Create for any type that still has no match. Or choose a type yourself in the Maps To dropdown. Map with AI saves right away, so review the result before you import.
3

Ignore what you do not track

Check Ignore on categories you do not want, such as printers or sensors. Ignored types are hidden from pending imports.
4

Import

Click Import All Mapped to import every unimported device of a mapped type. Or click Import All on one type row. Or tick devices in Staged Devices and click Import Selected. Wait for the result.
5

Turn on auto-sync (optional)

Check Auto-Sync on a mapped type to import new devices of that type on every sync. Check the mapping first, because those devices are imported without review.
6

Check the inventory

Open Devices in the sidebar, choose the company in the company selector, and confirm the imported devices and their source.
7

Check Launch Center

In Launch Center, open Live verification and check Devices imported for the rollout audience.
See Import Devices for every control on the device page.

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What counts as ready

The check looks for real devices in the Devices inventory for every rollout company, from the RMM you selected, or from Addigy when you added it. These do not count: staged rows, a device you added by hand, or a healthy connection alone. It is a blocking check when your plan includes client data and a device integration. One imported device does not cover every company. If a device count looks low, check which categories you ignored. Excluded records stay out of the import on purpose.

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Troubleshooting

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Frequently asked questions

No. Check the real Devices records for the company.
No. Each rollout company needs matching devices.
No. It saves the mappings it creates right away.