video1.0<iframe src="https://www.loom.com/embed/874c6e04bd1a4e13a89d1f123d6b04f4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/874c6e04bd1a4e13a89d1f123d6b04f4-38ca09688f5f7a80.gif340.866667This Loom explains how to set up and sync client and device technology data through an integration. It starts by adding clients and their technology connections using API key setup guides, then mapping company types, markets, and company statuses and importing selected clients by type, including using “create unmapped” and saving the mapping before devices import. Next, it covers importing technology types by grouping configuration types like laptop and manage workstation into technology types such as workstations, using Auto Suggest for mappings, selecting fields, and importing configurations, while other tabs like contacts, tickets, and agreements sync similarly. Finally, it reviews Settings general setup in left to right order, including company information, localization, groups, and configuring prospect types and statuses to hide inactive companies, plus Microsoft 365 consent steps and scheduling warranty sync, then confirms the data is ready for the next step.