High-Level Information About Mosyle Integration
To navigate to our Mosyle Integration, please go to Settings >Integrations >Mosyle Integration
Here are some high-level notes before we get into the steps of the integration setup:
- IMPORTANT! Because of the technical knowledge required, your district’s IT administrator (or someone with a similar role) will most likely need to perform this procedure to sync Mosyle to ML Work Orders.
- Once the Mosyle integration is active, you will see a green banner message posted at the top of the page.
- The Mosyle integration will auto-sync every 24 hours.
- Once the Mosyle Device is synced in, ONLY the mapped fields on the asset record can not be edited, otherwise, most fields on the Asset record will still be editable
-
Asset Creation in ML Work Orders
- The integration keys in on the serial number of the Mosyle device to uniquely identify the device.
- If the integration finds a match on the serial number, it will update the existing ML Work Order asset record with the information from the Mosyle platform, otherwise, it will make a brand new asset record
- The integration will bring over the devices as iPad, iPhone Asset Types based on the model of the device.
Mosyle Device Integration
Step 1: Connection Tab within ML Work Orders
The connection tab will require field information to link your Mosyle instance to ML Work Orders.
- Administrator Email - Enter an administrator email address used to login to your Mosyle Account
- Password - Enter an administrator password used to login to your Mosyle Account
- Access Token - You will need to generate an access token from your Mosyle Account
- Select My School
- Select Integrations
- Select Mosyle API Integrations
- Select Add New Token
- Enter Profile Name, can use "MasterLibrary" as an example
- Keep Access Method "Public"
- Select Save
Once you have entered your Mosyle credentials:
- Select "Save" so your information is ready to test the connection
- Select "Test" to test the connection with your credentials. If the test is successful, you'll see the below message
- Select "Next" to begin your Field Mapping for the integration
NOTE: If you need to change your Mosyle login password twice a year, then you will need to make sure the password used on the connection tab is updated to match your latest Mosyle Password.
Step 2: Field Mapping Tab within ML Work Orders
This integration will auto-map the serial # and the Model field to ML Work Orders Serial # and Model fields. The Field mapping offers customization for which field you would like to map to the ML Work Order Asset Name field. The following fields are options:
- Serial #
- Asset Tag
- Mobile Device Name
Note: We are keying in on the serial # field in ML Work Orders/Mosyle to indicate if a Mosyle device will update an existing asset in ML Work Orders or create a new asset record in ML Work Orders.
Once your field mapping is finished, please select "Next" to start your location mapping.
Step 3: Sync Data Tab within ML Work Orders
The Sync data tab is where you can add your device groups. The sync will bring in devices tagged to a group added on this tab
MasterLibrary Recommendation:
- Create one single group called "MasterLibrary" and put all devices you'd like to sync into ML Work Orders into that group. This way, you only need to add one group into ML Work Orders.
To Add a Group and Sync in your Apple devices:
- Select the
button in the top right of the grid
- Select the group you would like synced into ML Work Orders
- NOTE: The active checkbox will default to being checked
- Select Save
- Select OK to refresh the page with the newly added group
- Select the
icon on the right side of the grid to initiate the sync process for the group
- The Sync process can take a while depending on how many devices are in your group. So in the meantime, this load message will display
- Once the sync is completed, a new prompt will display
- Total Apple Device
- Total Devices records part of the group. The other field counts should add up to this number.
- Total Asset Updated
- This count represents the number of assets in MLW that had a matching serial # in Mosyle and therefore were updated.
- Total Asset Added
- Newly created asset records in MLW
- Total Device Not Synced
- This count represents devices that were not synced into MLW
- Total Apple Device
- Select OK and the Sync is now set up for this group!
- NOTE: Now that the group is manually synced, it will be part of the nightly sync that happens every night. If you would like to ad-hoc sync this group anytime, feel free to select the
again
- NOTE: Now that the group is manually synced, it will be part of the nightly sync that happens every night. If you would like to ad-hoc sync this group anytime, feel free to select the
Mosyle Field Display in ML Work Orders
The following areas will display the remaining Mosyle fields synced in ML Work Orders:
- Assets -> View All Assets - there will be an Apple Icon (
) on the right side of the row.
- Assets -> View All Assets -> Selecting Asset Name link. On the main asset page there will be a Apple icon (
) to the right of the Asset Name (top left of page).
Selecting theicon at either location will open up a window with all available Mosyle device fields and their associated values.
Checking Out Mosyle Assets in ML Work Orders
In ML Work Orders you can check-out synced Mosyle device asset records one condition:
- The Mosyle device Asset record must have an asset status of "Available" or blank.
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