Run the Quick Connect Workflow

Updated: July 7, 2026

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Learn how to access the Quick Connect Workflow from the SD-WAN Manager menu to start or resume device onboarding.

This procedure describes how to access the Quick Connect workflow from the SD-WAN Manager menu, including options to start a new workflow or resume an in-progress one.

Procedure

	1.	From the SD-WAN Manager menu, choose Workflows.
	2.	Do one of these based on your stage in the workflow. Start a new Quick Connect workflow: Under the Library area, choose Quick Connect and follow the onscreen instructions. Resume an in-progress Quick Connect workflow: Under the In-progress area, click Quick Connect and continue to follow the onscreen instructions for next steps. Note If you upload devices to SD-WAN Manager using the manual upload method, complete the additional step of deploying them using the CLI bootstrap configuration that the Quick Connect workflow generates. For more information about generating a bootstrap configuration file that loads to a device, refer to On-Site Bootstrap Process for Cisco SD-WAN Devices.
	3.	In the Sync your device inventory step, Log in your Smart Account: When you have a Smart Account. Upload file with serial number: When SD-WAN Manager is unable to reach the Smart Account server. Upload the file with authorized serial number list on SD-WAN Manager. Skip for now: When your devices are already synchronized.
	4.	In the Select devices to bring up step, select the devices you want to onboard. From SD-WAN Manager 20.18.2, a Skip configuration button has been added to the Quick Connect workflow. This enhancement allows you to directly onboard a device without entering information such as Hostname, System-IP, or Site Name.
	5.	From SD-WAN Manager 20.18.2, in the Add and Review Device Configuration step, choose an existing Site Name (known as Site ID in previous versions) in the Site column or create a new one and add the System IP. When exporting or importing CSV files, specify the Site Name instead of Site ID, in the Site column.
	6.	(Optional)In the Tag devices step, add a tag to the device.
	7.	To onboard the device or devices, click Onboard.

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