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After connecting an RMM or PSA integration, MSPortal syncs devices into a staging area. From there, you control which devices get imported into your asset inventory using device type mappings, auto-sync, and category ignore. The following providers offer device-related import workflows. Their exact tabs, supported actions and save behavior differ; follow the controls offered for the selected provider:

Addigy

Devices

Datto RMM

Devices

NinjaOne

Devices

ConnectWise Manage

Configurations

Halo PSA

Assets

Syncro

Assets

ConnectWise Asio

Devices

Liongard

Systems

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Prerequisites

  • An active integration connected in Settings > Integrations
  • Companies/sites mapped to MSPortal companies (devices from unmapped companies won’t appear)
  • Relevant device synchronization completed; inspect the result rather than relying on a fixed initial-sync time

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Accessing the Device Import Page

  1. Navigate to Settings > Integrations
  2. Click on your integration
  3. Select the Devices (or Configurations / Assets) tab

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Device Type Mappings

The Device Type Mappings table is the control center for managing how external device types flow into MSPortal. Each row represents a device type discovered from your integration.
Datto RMM shows an additional Category column because Datto uses a two-level classification (e.g., Category: “Server”, Type: “Virtual Machine”).

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Mapping Device Types

1

Use Quick Match (Recommended)

Where offered, Quick Match matches external types by name. Check that the resulting type is correct before importing; provider implementations can persist mappings during this action.
2

Use Map with AI

Map with AI can save generated mappings immediately. Review existing types and the result; do not treat it as an unsaved suggestion dialog.
3

Use Quick Create for Remaining Types

Click Quick Create to automatically create new MSPortal device types for any unmatched external types.
4

Manually Adjust

For each row, click the Maps To dropdown to select or change the MSPortal device type. Select “None” to remove a mapping.

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Enabling Auto-Sync

Check the Auto-Sync checkbox for device types you want automatically imported. When enabled:
  • New devices of this type are automatically imported during each sync cycle
  • Future imports use the saved mapping without an individual approval step; review the mapping before enabling this
  • Requires a device type mapping to be set first
Enable Auto-Sync for device types you always want imported (workstations, servers). Leave it off for types you prefer to review manually.
Click Enable All Auto-Sync to turn on auto-sync for all mapped types at once.

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Ignoring Categories

Check the Ignore checkbox for device types you never want to import. This is useful for categories like printers, UPS devices, sensors, or other equipment you don’t track in MSPortal. When a category is ignored:
  • The row is visually dimmed in the mappings table
  • The Maps To, Auto-Sync, and Import All controls are disabled
  • All unimported devices of that type are immediately hidden from the staged devices list
  • Pending import counts no longer include devices of that type
  • Future syncs automatically mark new devices of that type as ignored
Ignoring a category does not affect devices that have already been imported. It only hides unimported devices from the staging area.
To restore an ignored category, simply uncheck the Ignore checkbox. All previously hidden devices of that type will reappear in the staging list.

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Import All Mapped

Click Import All Mapped to import all unimported devices across all mapped (non-ignored) types in one action.

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Staged Devices

Below the type mappings table, the Staged Devices list shows individual devices ready for import.

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Reviewing Staged Devices

The table shows device details including name, type, company, manufacturer, model, and import status. Use the controls to:
  • Filter: Toggle Show unimported only to hide already-imported devices
  • Search: Search by device name, type, company, or other fields
  • Paginate: Navigate through large device lists

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Importing Devices

Click Import All on a device type mapping row to import all unimported devices of that type at once. This is the fastest approach for bulk imports.

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Ignoring Individual Devices

In addition to ignoring entire categories, you can ignore individual devices:
  1. Select specific devices using the checkboxes
  2. Click the Ignore Selected button in the header - it shows the number of devices you have selected (e.g., “Ignore 3 Selected”)
  3. The devices are hidden from the staging list and pending counts

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Syncing New Devices

Use Sync Now where offered to request synchronization. New records appear only after the relevant background work completes; a queued request is not a completed import.
  • Auto-Synced types: New devices are imported automatically
  • Ignored types: New devices are automatically marked as ignored
  • Other types: New devices appear in staging for manual review

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Save boundaries and recovery

Some provider mapping controls persist immediately; other mapping screens offer Save Mappings. Follow the save controls on your actual screen. Quick Create creates device types and is not just a preview. Check the company scope and all mapped types before using Import All Mapped or enabling all auto-sync mappings; a filter does not necessarily limit those actions. If an operation fails, inspect saved mappings and actual device inventory before retrying. Staging rows alone do not prove that devices were imported. For launch readiness, verify actual records for the selected source and every rollout company. Ignoring a category does not delete already imported inventory.

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Best Practices

Map Types First

Set up device type mappings before importing individual devices. This ensures devices get the correct type classification.

Enable Auto-Sync for Common Types

Enable Auto-Sync for workstations and servers to reduce ongoing manual work.

Ignore Unwanted Categories

Use the Ignore checkbox for device types you never manage (printers, sensors, UPS). This keeps pending import counts accurate and avoids noise.

Review Before Bulk Import

Before clicking Import All Mapped, review the type mappings to ensure everything is mapped correctly. Incorrect mappings can be fixed after import but it’s easier to get right the first time.

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FAQs

No. Supported device-type workflows save generated mappings immediately; inspect the result before importing.
No. Follow the actual provider controls; some save immediately and others offer Save Mappings.
No. Category ignore concerns eligible staged/future imports, not deletion of existing inventory.
No. Verify actual portal inventory separately from synchronized staging rows.