Onboard a Device

Use this page to choose the right onboarding method for your device estate.

Before you start

Make sure you know:

• Whether your role allows you to add or manage devices

• How many devices you need to onboard

• Whether the device can reach the Device Management server

• Whether devices can auto-register on first contact

• Whether the tenant, hierarchy, or group context is correct

• Whether onboarding is handled in the UI, by file import, or through an integration

Prepare these device details when available:

• Serial number

• Device ID

• Model

• Network or deployment context needed for placement and registration

Choose your onboarding path

Use this flow to select the right method.

1

1. How many devices are you onboarding?

• If you are onboarding one device, use Add a single device.

• If you are onboarding many devices, go to the next step.

2

2. Can the device auto-register on first contact?

• If yes, use Registering the device to review the auto-registration flow and its setup requirements.

• If no, go to the next step.

3

3. How will you supply device data?

• Use Bulk import devices for CSV or XML batch uploads.

• Use Devices when onboarding is handled through an external integration and you need the broader onboarding and registration workflow.

• Use Asset tracking when onboarding is part of shipment or custody workflows.

Result

After onboarding, the device record is available in Device Management for registration, monitoring, and later lifecycle tasks.

Next steps

• Add devices

• Add a single device

• Bulk import devices

• Registering the device

• Asset tracking