Device Setup Assistant

Upload the mapping file that pre-fills device names, tags, and custom fields during an on-site installation.

This section configures the mapping file used by the Device Setup Assistant when devices in this workspace are set up on site.

Without a mapping file, an installer types every value by hand at the device. With one, they select or scan the device, choose a single value, and the remaining device name, tags, and custom fields are filled in from the file. On a large rollout that is the difference between a considered installation and a long afternoon of typing.

The Device Setup Assistant is available on Expert plans. See akenza.io/pricing for what each tier includes.

Uploading a mapping file

1

Prepare the CSV

Build a CSV whose columns match the tags and custom fields defined in this workspace, and decide which custom field acts as the primary field, the one an installer picks from on site. The field name rules and a downloadable template are on the Device Setup Assistant overview.

2

Upload it

Open Device Setup Assistant on the General settings page and select Upload file. The section shows No file uploaded until a file is in place.

3

Save

Select Save settings. The file now applies to installations in this workspace.

The custom fields and tags named in the CSV must already exist in the workspace, spelled exactly as they are in the file. Values for names that do not exist are not applied.

Overview