> Administration > PSA Integration > Help Desk Manager > Export Device Profiles

Export Device Profiles

An Export Profile allows you to define settings and targets for device export. After an Export Profile is set up, device information is automatically exported to Help Desk Manager using the Export Profiles whenever a device change is detected.

The following device changes will initiate an automatic export using the new profile:

  • Adding a device
  • Removing a device
  • Modifying a device
  • Modifying device assets
  • Asset Discovery
  • Appliance self-registration

In addition, you can initiate a complete export of up-to-date device information for a profile or profiles by using the Export Now feature.

Contract and billing information will not be updated by data export.

"Enable" and "Disable" buttons refer to Automatic Export.

This topic contains the following information:

After this procedure is complete, follow the next steps:

Adding Export Profiles

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. Click Add.
  3. Configure the following properties of the Profile:

    Name

    Identifies the Profile.

    Description

    Provides additional user-defined information about the Profile.

    Status of Devices after export

    Select the status to apply to the devices in Help Desk Manager after data has been exported. These are options you have created in Help Desk Manager.

    When a device is deleted or is no longer managed by MSP N-central

    Select what Help Desk Manager do when devices no longer exist or are no longer managed in MSP N-central.

    • Delete the Device in Help Desk Manager-Deleting the device here will cause ticket history for this device to be lost, so you may want to select the second option and select a different status.
    • Set the status of the Device in Help Desk Manager to - Select a status.
    • Do Nothing-If you choose to Do Nothing, you will have to remember to reconcile your device information in Help Desk Manager with that in N-central

    Device Export Criteria

    You can create an export profile that only applies to a specific set of devices by selecting customers, device classes or filters that devices belong to.

    • All Devices - data for every device that is managed by MSP N-central will be exported. This is the default.
    • By Customer - data for devices associated with selected Customers or Sites will be exported.
    • By Device Class - data for devices based on selected classes will be exported.
    • By Filter - data for devices grouped by selected Filters will be exported.

    Click >> to move all of the items from the left column to the right or << to move all of the items from the right column to the left.

  4. Click Save.

    The Export Profile is saved. Device information will be exported as device changes occur. The next complete export using this profile will happen at the time of the next Asset Discovery.

  5. In order to initiate a complete export using the new Export Profile, in the Actions column for the new Export Profile, click Export Now.

Editing Export Profiles

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. Click the name of the Profile that you would like to edit in the Name column.
  3. Update the Profile properties as required.
  4. Click Save.

Deleting Export Profiles

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. Select the check box next to the Profile (or Profiles) that you want to delete.

    You can select the check box next to the column title Name to select all of the Profiles.

  3. Click Delete.
  4. Click OK to confirm the deletion.

Enabling or Disabling Automatic Export

Automatic export is enabled by default when an export profile is added. It can be disabled or enabled through the MSP N-central UI.

To enable Automatic Export

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. To enable Automatic Export for individual export profiles:
    1. For each export profile, locate the toggle under Automatic Export in the table.
    2. Slide the toggle to ON to enable automatic exporting.

  3. To enable Automatic Export for more than one export profile:
    1. Select checkboxes beside the name of the export profiles for which you would like to enable automatic export.

      You can select the check box next to the column title Name to select all of the Profiles.

    2. Click the Enable button.

Enabling or Disabling Automatic Export

  1. To disable Automatic Export
  2. In the navigation pane, click Administration > PSA Integration > Export Devices.
  3. To disable Automatic Export for individual export profiles:
    1. For each export profile, locate the toggle under Automatic Export in the table.
    2. Slide the toggle to OFF to disable automatic exporting.
  4. To disable Automatic Export for more than one export profile:
    1. Select checkboxes beside the name of the export profiles for which you would like to disable automatic export.

      You can select the check box next to the column title Name to select all of the Profiles.

    2. Click Disable.

Manually Triggering an Export (Export Now)

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. To trigger an export for individual profiles:
    1. In the Action column for the selected profiles, click Export Now.
  3. To trigger a device export for all export profiles, select the checkbox next to the Name column.
    1. Click the Export Now button in the top menu.