Integrate with Intune MDM

If your district uses Intune, you can integrate it to sync your assets. There are four tabs to set up the integration:

Users with the Manage Users and Permissions user permission can set up the integration.

Important: Because of the technical knowledge required, your district’s IT administrator (or someone with a similar role) should perform this procedure to integrate Intune.

Notes:

  • The Intune integration will auto-sync every 24 hours.
  • Once a Intune device is synced, mapped fields on the asset record CANNOT be edited. Otherwise, most fields on the asset record are still editable.
  • Asset creation is as follows:
    • The integration keys on the serial number of a Intune device uniquely identify that device.
    • If the integration finds a match on serial number, it will update the existing asset record with information from the Intune platform; otherwise, it will make a new asset record.

Set up the Intune integration

Select Settings > Integrations > Intune Integration.

Step 1: Connection tab

Intune integration Connection tab.

The Connection tab requires you to have information from Intune to set up the link. Contact Intune support, or access their help documentation, to obtain the needed information.

To set up a link to Intune:

  1. Enter your Intune Tenant ID.
  2. Enter your Intune Client ID.
  3. Enter your Intune Client Secret value.
  4. Click Save.
  5. To test the connection with your credentials, click Test.

    Note: Once the integration is active, a green banner message appears at the top-left.

  6. Click Next to go to the Field Mapping tab.

Step 2: Field Mapping tab

Intune integration, Field Mapping tab.

The Serial # and Model fields are automatically mapped.

Note: If the Serial # field matches in both systems, the existing asset is updated. Otherwise, a new asset record is created.

Select the Intune field you want to map to the Asset Name and Barcode fields. The following fields are options:

  • Serial #
  • Mobile device name

Click Next to go to the Sync Rules tab.

Step 3: Sync Rules tab

Intune integration, Sync Rules tab.

Use this tab to customize the sync rules of how to update Intune when something happens in Work Orders.

To set up the sync rules:

  1. Select/deselect the If Follett changes the asset Status To Lost > Set the device's Status in Intune to checkbox to enable/disable from syncing. From the drop-down, select one of the following:
    • Don't Change
    • Cleaned
    • Deleted
    • Retired
    • Wiped
  2. From the and Move the device to Device Category drop-down, select one of the following:
    • Don't Move
    • Lost
    • Stolen Devices
  3. Select/deselect the If Follett changes the asset Status to Stolen > Set the device's Status in Intune to checkbox to enable/disable from syncing. From the drop-down, select one of the following:
    • Don't Change
    • Cleaned
    • Deleted
    • Retired
    • Wiped
  4. From the and Move the device to Device Category drop-down, select one of the following:
    • Don't Move
    • Lost
    • Stolen Devices
  5. Select/deselect theIf Follett changes the asset Building/Space > Move the item in Intune to the Mapped Device Category checkbox to enable/disable from syncing.
  6. Select/deselect the If Follett deletes an asset > Set the item's Status in Intune to checkbox to enable/disable from syncing. From the drop-down, select one of the following:
    • Don't Change
    • Cleaned
    • Deleted
    • Retired
    • Wiped
  7. From the and Move the device to Device Category drop-down, select one of the following:
    • Don't Move
    • Lost
    • Stolen Devices
  8. Click Save Rules.
  9. Click Next to go to the Sync Data tab.

Step 4: Sync Data tab

Intune integration, Sync Data tab.

Use the Sync Data tab to add device categories. The sync brings in devices tagged to a category added on this tab.

To add a category, and sync your devices:

  1. Click + Add Device Category. A pop-up appears.
    Manage Intune Device Category page.
  2. Select the Intune Device Category Name from the drop-down.
  3. Select a Building and Space.

    Note: The Building and Space can be changed after they are synced.

  4. To ensure this category continues to sync, leave the Active checkbox selected.
  5. Click Save.
  6. Click OK.
  7. To initiate a sync for the group, click Sync data icon..
  8. When the sync is complete, a pop-up appears showing the total number of devices, total updated, total added, and total not synced. Click OK.

Assets that are synced from Intune will show an Intune icon next to their name. You can click the icon to open a window with all available Intune device fields.