Partner Guide

Importing Devices and Employees

Populate the client's inventory via Microsoft 365 sync or CSV import.

Two import paths

  • Microsoft 365 / EDR: IT environment → Integrations tab. One sync covers CyFun Basic, Important, and Essential.
  • CSV file: IT environment → Inventory tab → Import CSV. AI auto-maps columns across NL/FR/EN headers.

Option A: Microsoft 365 + EDR sync

If the client uses Microsoft 365 with Intune, this is the fastest path. The integration imports devices (with OS, encryption, compliance status), employees (with MFA status), and detected applications. Connecting an EDR (Sophos Central, Bitdefender GravityZone, or SentinelOne Singularity) layers endpoint-protection state on top.

  1. Open IT environment in the client workspace
  2. Click the Integrations sub-tab
  3. On the Microsoft 365 Integration card, click Connect
  4. Enter the Azure Tenant ID, Client ID, and Client Secret
  5. The initial sync runs automatically. Results appear within seconds

After connecting, the Integrations sub-tab shows live counts (devices, users, policies, evidence), a Sync now button, and a recent-syncs panel. The Risk assessment sub-tab also gains auto-detected answers for controls like MFA, encryption, and device inventory: each shown with an Apply button.

Option B: CSV import

What you can import

💻 Devices

Laptops, servers, phones, network gear

name, device_type, operating_system, serial_number, ip_address

👤 Employees

Staff directory with roles and email

name, email, department, job_title

🏢 Suppliers

Third-party vendors and cloud providers

name, category, contact_email, website

📱 Applications

SaaS tools and on-premise software

name, app_type, vendor, url

🌐 Networks

LAN, WiFi, VPN segments

name, network_type, ip_range

📍 Workplaces

Physical locations and branches

name, workplace_type, city

Step 1: Prepare your CSV file

Any spreadsheet export works. The importer auto-detects column types: no need to rename headers to match our format. Just make sure:

  • ✓ First row contains column headers
  • ✓ One asset per row
  • ✓ File is saved as .csv (comma-separated)

Example: devices.csv

name,device_type,operating_system,serial_number
Laptop Alice,laptop,Windows 11,SN-001
Server Main,server,Ubuntu 22.04,SN-002
iPhone Bob,mobile,iOS 17,SN-003

Step 2: Open the Import dialog

Open IT environment → Inventory tab. Click the Import CSV button in the top-right of the panel.

Inventory tab with Add manually and Import CSV buttons, chip filters All, Device, Employee and Application with counts, a search box and the asset list
The Inventory with its Import CSV button: this is also where you'll see the imported entities after the upload completes.

Step 3: Drop your file or paste data

You can either:

  • Upload file tab: drag and drop your .csv file onto the drop zone, or click to browse
  • Paste / type tab: paste CSV text directly (useful if copying from a spreadsheet)
CSV import modal showing dashed drop zone with upload icon, and two tabs: Upload file and Paste
Drop your file onto the zone, or switch to the Paste tab to copy-paste from a spreadsheet.
The entity type is auto-detected from your column headers. If it picks the wrong type, you can override it in the next step.

Step 4: Review the preview

The importer shows the first 5 rows and highlights auto-detected key columns:

  • Each column gets a role dropdown: Name (the asset title, auto-detected), ID (used to dedupe across imports), Data (stored alongside), or Skip (dropped).
Import assets dialog with a column mapping preview of 5 device rows (name, serial number, type, operating system, owner), a role dropdown per column, the name column set to Name in green, and an Import 5 entities button
The preview shows the first rows with a role per column. The name column is auto-detected. Adjust any column before importing.

Use the Import as dropdown to change the entity type if needed. Then click Import N entities.

Step 5: Review the imported assets

The dialog closes automatically when the import finishes. Your new devices and employees appear on the Inventory, and the counts in the filter row update.

Inventory after import with the Device (5) filter and a list of five devices, Laptop-Sofie, Server-Backup, Desktop-Jan, Laptop-Wout and NAS-Archief, each marked added by you and not covered yet
The imported devices now appear on the Inventory. Not covered means no protection tool reports on them yet.

The dialog closes automatically when all items are imported. If any rows were skipped (e.g., missing name), the dialog stays open to show the error details.

What happens after import

  • ✓ Each row becomes a wiki page under entities/{type}/{name}
  • ✓ Control ID.AM-1 (device inventory) may auto-resolve if enough devices are registered
  • ✓ Control ID.AM-2 (employee inventory) may auto-resolve if employees with email are imported
  • ✓ You can re-import anytime: existing entries are updated, not duplicated

Troubleshooting

Wrong entity type detected

Use the Import as dropdown in the preview step to manually select the correct type.

Some rows were skipped

Rows without a detectable name column are skipped. Add a name column or ensure the first column has values for every row.

Import seems stuck

Large files (500+ rows) can take a minute. The progress bar increments in batches of 20. If nothing happens after 2 minutes, refresh and try importing a smaller file first.

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