> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Datto RMM Integration

> Connect your Datto RMM instance to MSPortal.ai to sync sites and devices

This guide walks you through connecting your Datto RMM instance to MSPortal.ai using our streamlined 3-step setup wizard.

## Overview

The Datto RMM integration syncs your sites and devices into MSPortal, allowing you to:

* Import and manage devices from Datto RMM
* Map Datto sites to your MSPortal companies
* Keep device inventory synchronized automatically
* View Datto devices in reports and compliance tracking

## Prerequisites

Before you begin, ensure you have:

* Active Datto RMM account with administrative access
* MSPortal.ai account with integration management permissions
* Companies already set up in MSPortal (from your PSA integration or manually created)

<Note>
  The Datto RMM integration maps sites to existing companies in MSPortal. Import your companies from your PSA integration first, or create them manually before setting up Datto RMM.
</Note>

***

## Part 1: Generate API Credentials in Datto RMM

Before connecting to MSPortal, you need to create a dedicated API user in Datto RMM.

<Steps>
  <Step title="Navigate to Users">
    Log into your Datto RMM portal and go to **Users**.
  </Step>

  <Step title="Create a New User">
    Click **Create User** and fill in the details:

    1. **Name**: Enter a descriptive name (e.g., "MSPortal Integration")
    2. **Security Level**: Select **API Access**
  </Step>

  <Step title="Generate API Key">
    Once the user is created, generate an API key for it.

    <Warning>
      Copy both the **API Key** and **Secret Key** immediately after creation. The Secret Key cannot be retrieved once you close the dialog.
    </Warning>
  </Step>

  <Step title="Note Your Platform">
    Identify which Datto RMM platform your account uses. This is visible in your Datto RMM URL. Common platforms include:

    | Platform  | Description          |
    | --------- | -------------------- |
    | Pinotage  | Most common platform |
    | Merlot    | Alternative platform |
    | Concord   | Regional platform    |
    | Vidal     | Regional platform    |
    | Zinfandel | Regional platform    |
    | Syrah     | Regional platform    |
  </Step>
</Steps>

***

## Part 2: MSPortal Setup Wizard

MSPortal provides a guided 3-step wizard to connect and configure your Datto RMM integration.

### Starting the Wizard

<Steps>
  <Step title="Navigate to Integrations">
    In MSPortal, go to **Settings > Integrations**.
  </Step>

  <Step title="Start Setup">
    Find the **Datto RMM** integration card and click **Configure** to launch the setup wizard.
  </Step>
</Steps>

***

### Step 1: Connect

Enter your Datto RMM API credentials to establish the connection.

<Steps>
  <Step title="Select Your Platform">
    Choose your Datto RMM platform from the dropdown:

    * Pinotage
    * Merlot
    * Concord
    * Vidal
    * Zinfandel
    * Syrah

    <Tip>
      If you're unsure which platform you're on, check your Datto RMM URL or contact Datto support.
    </Tip>
  </Step>

  <Step title="Enter API Credentials">
    Fill in the following fields:

    | Field          | Description                                         |
    | -------------- | --------------------------------------------------- |
    | **API Key**    | The API key generated in Datto RMM                  |
    | **Secret Key** | The secret key (also called "Private Key" in Datto) |
  </Step>

  <Step title="Test Connection">
    Click **Test Connection** to verify your credentials. You'll see a green "Connection tested successfully" message when successful.

    If the connection fails:

    * Verify your API Key and Secret Key are copied correctly
    * Confirm you selected the correct platform
    * Check that your API key hasn't expired
    * Ensure your Datto account has API access permissions
  </Step>

  <Step title="Create Integration">
    Once the connection test passes, click **Create Integration** to save your credentials and proceed.
  </Step>
</Steps>

***

### Step 2: Map Sites

Map your Datto RMM sites to MSPortal companies. Only devices from mapped sites will be available for import.

<Steps>
  <Step title="Wait for Initial Sync">
    After creating the integration, MSPortal begins syncing your sites from Datto RMM. This may take a few minutes depending on the number of sites.

    <Info>
      If you see "No sites found", wait a few minutes and refresh. The initial sync may take an hour or two to complete.
    </Info>
  </Step>

  <Step title="Review Site List">
    The mapping table displays all sites from Datto RMM with:

    * **Site Name**: The name of the site in Datto RMM
    * **Devices**: Number of devices at that site
    * **Mapped To**: The MSPortal company (if mapped)
    * **Confidence**: Matching confidence score (for auto-matched sites)
  </Step>

  <Step title="Use Quick Match (Recommended)">
    Click **Quick Match** to automatically map sites to companies with similar names. This uses fuzzy matching to find likely matches.

    * Sites matched with 70%+ confidence are automatically mapped
    * Review the results and adjust any incorrect mappings
  </Step>

  <Step title="Manually Map Remaining Sites">
    For sites that weren't auto-matched:

    1. Find the site in the list
    2. Click the company dropdown in the "Mapped To" column
    3. Search for and select the correct MSPortal company
    4. The mapping is saved automatically
  </Step>

  <Step title="Unmap Sites (Optional)">
    To remove a mapping, click the **X** button next to the mapped company name.
  </Step>

  <Step title="Filter the List">
    Use the filter dropdown to show:

    * **All Sites**: View all sites
    * **Mapped Only**: View only sites with company mappings
    * **Unmapped Only**: View sites that still need mapping
  </Step>
</Steps>

<Warning>
  You must map at least one site before proceeding to device import. Devices from unmapped sites will not appear in the import staging area.
</Warning>

***

### Step 3: Import Devices

After mapping sites, import devices from Datto RMM into your MSPortal asset inventory.

<Steps>
  <Step title="Open Device Import">
    Click **Open Device Import** to access the full device import interface. This opens a dedicated page for managing device imports.
  </Step>

  <Step title="Complete Setup">
    Click **Complete Setup** to finish the wizard. You can always return to the device import page later.
  </Step>
</Steps>

***

## Part 3: Device Import

The device import page lets you configure device type mappings and selectively import devices.

### Device Type Mappings

Before importing devices, map Datto device types to your MSPortal device types.

<Steps>
  <Step title="Review Discovered Types">
    The Device Type Mappings table shows all device types found in your Datto RMM:

    | Column             | Description                                         |
    | ------------------ | --------------------------------------------------- |
    | **Datto Category** | The device category (e.g., Desktop, Laptop, Server) |
    | **Datto Type**     | The specific device type                            |
    | **Device Count**   | Number of devices of this type                      |
    | **Maps To**        | The MSPortal device type to map to                  |
    | **Auto-Sync**      | Enable automatic import for this type               |
    | **Ignore**         | Exclude this entire category from pending imports   |
    | **Actions**        | Import all devices of this type                     |
  </Step>

  <Step title="Map Device Types">
    For each Datto device type:

    1. Click the "Maps To" dropdown
    2. Select the corresponding MSPortal device type
    3. The mapping is saved automatically
  </Step>

  <Step title="Enable Auto-Sync (Optional)">
    Check the **Auto-Sync** checkbox for device types you want automatically imported. New devices of these types will be imported without manual intervention.

    <Note>
      Auto-sync requires a device type mapping. You must select a "Maps To" value before enabling auto-sync.
    </Note>
  </Step>

  <Step title="Ignore a Category (Optional)">
    Check the **Ignore** checkbox for device types you never want to import (e.g., printers, UPS devices, or sensors). Ignored categories:

    * Are visually dimmed in the mappings table
    * Have their mapping, auto-sync, and import controls disabled
    * All unimported devices of that type are hidden from the staged devices list and pending import counts
    * New devices synced from Datto RMM of an ignored type are automatically ignored

    Uncheck the Ignore checkbox at any time to restore the category and its devices.
  </Step>

  <Step title="Import by Type">
    Click **Import All** on a row to import all unimported devices of that type at once.
  </Step>
</Steps>

### Staged Devices

The Staged Devices table shows devices ready for import from mapped sites.

<Steps>
  <Step title="Trigger a Sync">
    Click **Sync Now** in the page header to fetch the latest devices from Datto RMM.

    <Info>
      The initial sync may take an hour or two to complete. Subsequent syncs are faster.
    </Info>
  </Step>

  <Step title="Review Staged Devices">
    The table displays:

    * **Device Name**: Hostname of the device
    * **Category/Type**: Datto device classification
    * **Site**: Which Datto site the device belongs to
    * **Company**: The mapped MSPortal company
    * **Status**: Whether the device has been imported
  </Step>

  <Step title="Filter Devices">
    Toggle **Show only unimported** to hide devices that have already been imported.
  </Step>

  <Step title="Select and Import">
    1. Check the boxes next to devices you want to import
    2. Click **Import Selected** to import the selected devices
    3. Imported devices will be created in your MSPortal asset inventory
  </Step>
</Steps>

<Tip>
  For bulk imports, use the device type mapping's "Import All" button instead of selecting individual devices.
</Tip>

***

## What Gets Synced

| Data Type      | Sync Direction   | Description                               |
| -------------- | ---------------- | ----------------------------------------- |
| Sites          | Datto → MSPortal | Site information for mapping to companies |
| Devices        | Datto → MSPortal | All managed devices from mapped sites     |
| Device Types   | Datto → MSPortal | Device categories and types for mapping   |
| Device Details | Datto → MSPortal | Hostname, manufacturer, model, OS         |

***

## Managing Your Integration

After setup, manage your integration from **Settings > Integrations**:

* **Configure**: Re-open the setup wizard to modify settings or re-map sites
* **Import Devices**: Access the device import page directly
* **Delete**: Remove the integration and all associated mappings

### Re-running the Wizard

You can return to any step of the setup wizard at any time:

1. Go to **Settings > Integrations**
2. Click **Configure** on the Datto RMM card
3. Navigate between steps using the step indicators or Back/Next buttons

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection test fails">
    **Causes:**

    * Incorrect API Key or Secret Key
    * Wrong platform selected
    * Expired API credentials
    * Insufficient API permissions

    **Solutions:**

    1. Verify your API Key and Secret Key are copied exactly (no extra spaces)
    2. Confirm you selected the correct platform from the dropdown
    3. Generate new API credentials by creating a new API user in Datto RMM if needed
    4. Ensure the Datto user has the **API Access** security level
  </Accordion>

  <Accordion title="No sites appear in mapping step">
    **Causes:**

    * Initial sync still in progress
    * API key lacks site read permissions

    **Solutions:**

    1. Wait 30-60 minutes for the initial sync to complete
    2. Click **Sync Now** to trigger a manual sync
    3. Verify your API key has the necessary read permissions
  </Accordion>

  <Accordion title="No devices in staging area">
    **Causes:**

    * No sites have been mapped to companies
    * Device sync still in progress
    * Sites don't have any devices

    **Solutions:**

    1. Map at least one site to a company in the Map step
    2. Wait for the device sync to complete (can take 1-2 hours initially)
    3. Click **Sync Now** to trigger a fresh sync
  </Accordion>

  <Accordion title="Import fails for some devices">
    **Causes:**

    * Device type not mapped
    * Company mapping was removed

    **Solutions:**

    1. Ensure all device types have a "Maps To" value configured
    2. Verify the site is still mapped to a company
    3. Check for error messages in the import results
  </Accordion>

  <Accordion title="Auto-sync not importing new devices">
    **Causes:**

    * Auto-sync not enabled for the device type
    * Device type not mapped
    * Site not mapped to a company

    **Solutions:**

    1. Enable the Auto-Sync checkbox for the device type
    2. Ensure the device type has a "Maps To" mapping configured
    3. Verify the device's site is mapped to a company
  </Accordion>
</AccordionGroup>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Map Sites First" icon="sitemap">
    Always map your Datto sites to companies before trying to import devices. Unmapped site devices won't appear in staging.
  </Card>

  <Card title="Use Quick Match" icon="wand-magic-sparkles">
    Start with Quick Match for site mapping, then manually adjust any incorrect matches. It saves significant time.
  </Card>

  <Card title="Enable Auto-Sync" icon="rotate">
    For device types you always want imported (like workstations), enable Auto-Sync to reduce manual work.
  </Card>

  <Card title="Ignore Unwanted Types" icon="eye-slash">
    Use the Ignore checkbox to permanently hide device types you never manage (printers, sensors, etc.). This keeps your pending import counts clean and accurate.
  </Card>
</CardGroup>

***

## Related Resources

* [Import Companies](/user-guides/integrations/import-companies) - General company import guide
* [Devices Module](/user-guides/devices) - Managing devices in MSPortal
* [Clear and Resync Integrations](/user-guides/integrations/clear-and-resync-integrations) - Troubleshooting sync issues
* [ConnectWise Asio Integration](/user-guides/integrations/enable-connectwise-asio-integration) - Similar RMM integration guide