Sync rules will not be applied while importing assets, workstations, mobile devices, and asset components. 

Create Sync Rule   

1. Go to Setup > Customization > CMDB > Sync Rules.
   
2. Click New Sync Rule.
   
3. Fill out the form using the pointers below:
   

Field	Description
Name	Enter the name of the sync rule.
Description	Describe the sync rule purpose and usage.
CI Type	Select the destination CI type where the data from the source module is synced.
Sync with	Select the source module from where the data is fetched and synced as CIs. You can sync data from: Assets Users Software Installations Only Managed Software of software installations can be converted as CIs using sync rules.
Applies to	Select the asset or user type where the sync rule is applied. This field is not applicable while syncing software installations as CIs.
Status	Enable or disable the sync rule. Disabled sync rules cannot be executed using the Run Through option.
Actions	Define actions to be performed when the sync rule is applicable: Create CI Create asset from CIs Map fields between CI and records in other modules Create relationships Delete CI Delete asset

You can create multiple sync rules for a particular CI Type. However, if the source is Assets, then only one rule per asset type is allowed. 

Sync Rule Actions   

Create CI from [x]

1. Specify the condition to apply the sync rule:
   
1. Based on conditions - Define the criteria to apply the sync rule by selecting the column, operator, and value. Use the Add icon to define multiple criteria.
   
2. Without condition - Apply the sync rule to all records in the selected module.
   
2. Enable Configure default values to create CI to create CI with all details in the source module record. You can also add custom values to various CI fields by mapping them.
   

Create [asset] from CIs

This action is applicable only when the sync rule is configured for assets. 

1. Specify the condition to apply the sync rule:
   
1. Based on conditions - Define the criteria to apply the sync rule by selecting the column, operator, and value. Use the Add icon to define multiple criteria.
   
2. Without condition - Apply sync rule to all CIs in the selected CI type.
   
2. Enable Configure default values to create [asset] to create assets with all details in the CI. You can also add custom values to various asset fields by mapping them.
   

Map [x] fields

Map the asset, software installation, or user fields with the selected CI type fields.

1. Select a field in the source module.
   
2. Select a corresponding CI Type field.

Only fields of the same type can be mapped. 

You can map multiple fields. To add new fields to a CI Type or to know more, click here. 

Changes to Assets/ Software Installation field values will be reflected in the corresponding CIs and vice-versa. If CI Type has unique fields, then they should be mapped with the fields in Assets/Software Installation records. 

If the mapped field is non-editable, then it will not be synced.

Create relationships

1. Select the relationship type by using predefined or custom relationship types.
   
2. Select the destination CI type
   
3. Select the relevant asset/ software installation field.
   
4. Click to define multiple relationships.
   

 

The associated asset, user, or software installation must already be a CI. 

Delete CI

Delete [asset]

List View Operations   

1. Click to edit or delete sync rules. To bulk-delete, select the sync rules and click Delete on the toolbar.
   
2. Click Organize to set the order in which sync rules will be executed. Use and to reorder the rules and click Save.
   
3. Click and select Run Through to execute a sync rule manually. You cannot execute sync rules manually.
   
4. You can enable or disable existing sync rules using the toggle button under the Status column.