Published at: 2025-10-31

IoT Device Integration


1. Business Scenario Overview

Through device IoT integration, you can monitor devices across their full lifecycle, collect real-time operational data (temperature, vibration, energy consumption, etc.), automatically diagnose Fault types and trigger alerts. The system can also auto-create Work Orders and assign engineers for on-site service, turning reactive support into proactive service and reducing unplanned downtime by up to 60% on average.

Applicable scenarios: - Preventive maintenance for critical equipment on industrial production lines - Intervention for anomalies in energy equipment (e.g., wind turbines, PV inverters) - Remote parameter calibration and consumables alerts for medical devices

2. Enabling Device IoT

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  • The Device IoT feature must be enabled manually. Path: Service Connector -> System Settings -> Device Management -> Device IoT;
  • Once enabled, Device IoT cannot be disabled;
  • After enabling device Asset BOM, the system initializes objects such as Instrument Point Type, Instrument Point, and Instrument Point Readings;
  • Device IoT requires integration with an IoT platform to obtain device operational data and synchronize it to ShareCRM.

3. Device IoT Integration Options

Whether using mainstream third-party IoT platforms or a customer’s in-house platform, you can integrate them with ShareCRM.

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  • IoT Instrument Points: Abstract different types of measurement points from the IoT platform into CRM IoT Instrument Points and synchronize them to the CRM’s Instrument Point object.
  • IoT Instrument Point Readings: Synchronize measurement readings or device status/IoT Fault alert events from the IoT platform into the CRM’s Instrument Point Readings object.

The CRM currently supports three methods to obtain IoT platform data: - The IoT platform pushes data to the CRM via the CRM OpenAPI (highest real-time capability). - The CRM queries the IoT platform using custom functions plus scheduled tasks. - The CRM polls the IoT platform via an integration connector.

4. IoT Data Visualization (Coming Soon)

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Example

  • Once device operational data is synced to the CRM, you can configure IoT Instrument Point cards on the device detail page to display point readings and monitor device status in real time.
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