PSA asset mapping

N-sight RMM and Datto Autotask both include lists of clients (customers), sites and devices (configuration items). You must map assets before device and check information can transfer between the two systems.

Complete asset mappings during integration setup or later using the Settings menu.

Map assets from the Settings menu

1. In the All Devices view, go to Settings > PSA Integration > Asset Mappings.

   When the PSA Asset Mapping dialog opens, N-sight RMM retrieves the latest customer information from the PSA system. As you make changes in the dialog, ensure the information is up-to-date with any PSA changes by selecting Refresh.

2. The system compares names in the All Devices view and PSA assets. Matches are mapped automatically. You can accept or decline these mappings.

3. If an asset only exists only in the All Devices view, a new item is created in the PSA system using the asset name.

4. Review the mapping suggestions. You can:
• Search for an item
• Filter by RMM and PSA system columns
• Select the View dropdown menu to filter by asset status

  Filter only apply to the current view.

5. To add or change a mapping, select the edit icon (pencil) and choose an association from the dropdown menu. Or use Add Client, Add Site or Add Device to create the required entity in the PSA system.

   When an asset name changes in the All Devices view, for example a server or workstation is renamed, it is updated in the PSA system.

6. To remove a mapping, select Unmap or Never Map from the action menu.
7. Select Save Selected to apply changes.

   If you do not select at least one asset, the Save Selected button returns an error.

   Asset mapping automatically selects the associated client when you map child assets such as sites or devices. or entity. This prevents you from having to manually reselect the client when making multiple child-level changes.

PSA site mapping (optional)