Connecting a Device in ServiceForms/Device Magic to a User in ServiceTrade

Adam Gurley
Adam Gurley
  • Updated

Connecting the device to ServiceTrade ensures that the ServiceForms dispatches and destinations you have set up will work properly.

 

First, ensure that you have added the device to your ServiceForms/Device Magic account. Next, you will need to assign the user’s Device ID to their External Systems ID list in ServiceTrade. This article will walk you through those steps. 

 

1. Once the device is approved, select "Devices" from the left menu to see the list of devices connected to your account. 

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2. Select the name of the user whose device you want to connect with ServiceTrade. 

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3. From the individual device page, copy the "Identifier" (Device ID) associated with the device. This will be pasted into the user’s External Systems section in ServiceTrade. 

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4. Now, open the ServiceTrade web application. Select “My Account” (1), “Users” (2).

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5. Find the user in your ServiceTrade account. Select their name to edit their profile. 

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6. From the user’s profile, select the blue “External Systems” link (1). Then select either the pencil icon (2), or the “Add an external ID” link (3) to add the Device Magic Device ID to their profile.

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7. Paste the Device ID in the box next to "Device Magic".  Select the green "Save" button. 

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The ServiceTrade user is now linked to the device user in Device Magic!

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