Introduction
Asset information from Pulseway is synchronized to the PSA daily with Periodic Asset Sync. Pulseway PSA runs a scheduled nightly job to get the latest asset information from the RMM. With nightly sync, asset information is updated from RMM to PSA. Any new asset or updates on the assets will be matched and pushed to the asset data in PSA. All imported assets from RMM can be reviewed on the Hardware Assets page in the Service Desk module.
Prerequisite
An active RMM integration between PSA and RMM. Please go through this article to get a good understanding of the working of the RMM-PSA integration.
Features
Prior to introducing this Feature, the RMM Assets had to be manually imported into the PSA (in the Admin > Service Desk > RMM Integration Settings > Assets Synchronization path).
On enabling the Nightly Asset Sync feature in the PSA, the RMM Assets will be automatically synced with the PSA on a daily basis.
Any new Asset created in the RMM, will be automatically imported into the PSA at the time of the nightly sync.
Asset sync is based on (1) Asset Name (2) Customer Account and (3) Customer Account Location of the asset. That is, the Asset Name-Account Name-Location Name combination is unique for each Asset.
During every nightly sync, the system checks this combination for each Asset in the RMM. If, for an RMM Asset, this particular combination does not have a match in the PSA - a new Asset is created corresponding Asset is created in the PSA.
Any update made to an RMM Asset (that already exists in the PSA), will automatically be updated in the corresponding PSA Asset.
Any update made to the RMM-matched Asset in the PSA, is always overwritten during the next sync.
When a matched asset is deleted in PSA but is still present in the RMM, the asset will be re-imported on the next sync
When a matched asset is deleted in the RMM, the corresponding PSA Asset will be marked "Inactive" on the next sync
Setup
Step 1 – In the PSA, map the RMM Organizations to the existing CRM Accounts in the done in the Admin -> Service Desk -> RMM Integration Settings -> Account Synchronisation tab.
Step 2 – Once the mapping is done, import the RMM Organizations into the PSA
Step 3 (Important!) – Check if all existing Assets in the PSA (in Service Desk -> Asset Management -> Hardware Assets) (a) have the same Asset Name as the RMM Asset (b) mapped to the correct CRM Account and Location. This check needs to be done to ensure that no duplicate Assets and Accounts are created in the PSA during Asset Import
Once done, navigate to Admin > Service Desk > RMM Integration Settings > General Settings
In the Enable Periodic Asset Sync section, select the Yes option.
Logs
When Sync All Assets and Periodic Asset sync occurs logs are generated. This can be reviewed under Admin > Service Desk > RMM Integration Settings > Integration Logs. The sync pushes RMM data and all the assets are updated.
