Setting up the Intune Asset Management Integration with BlueTally
Helpful summary
Overview: We explore how BlueTally's Intune asset management integration can significantly streamline asset management. Our platform’s user-friendly interface and automated features, such as device addition and checkout processes, reduces the need for manual effort and saves you from a lot of hassle.
Why you can trust us: We're confident in our platform’s powerful integrations, as it has been successfully implemented in various organizations—demonstrating time savings and reduced errors in asset tracking—which led to it being recognized in Capterra's 2023 flagship report.
Why this is important: BlueTally's integration with Intune simplifies asset tracking and management, making it an essential tool for businesses looking to optimize their operations. It ensures data accuracy, reduces manual entry, and enhances overall organizational efficiency.
Action points: We recommend setting up this integration by connecting BlueTally with Intune, enabling automatic asset updates and management within BlueTally.
Further research: We suggest exploring additional features like SCIM integration for Azure AD and Okta, customizable settings, and integration with existing workflows to fully leverage this tool.
Why listen to us?
Managing assets in organizations, especially large ones, can be challenging. But with BlueTally’s simple yet powerful integrations like Intune, Azure AD, and Jamf, asset management has never been easier. We have firsthand experience in boosting productivity through these integrations, as evidenced by our work with several IT companies.
Plus, with our SOC 2 certification and robust security features, BlueTally provides a reliable and secure environment for managing assets. Our ongoing commitment to developing useful integrations, like with Intune, demonstrates our dedication to adding value for our users.
How to setup the Intune Asset Management Integration with BlueTally
BlueTally lets you save time and headaches by automatically adding devices from Intune into the app as assets. Setup your integration in only 18 steps:
Login to your Azure account.
In order to automatically checkout the assets to employees, they have to already be added as an Employee in the app. We recommend setting up our Active Directory integration before clicking Enable.
If you enable the Merge option, assets added to BlueTally with the same "Asset ID" as the "Device Name" (or the field you set in "Map Asset ID to") of a device in Intune, will have the fields "Asset Name" and "Serial Number" overwritten in BlueTally. That way, you can keep the full history of assets you already added to BlueTally, while getting the most important details from Intune.
That's it! It will take around ~10 minutes for the first transfer to complete.
All new devices added to Intune will automatically be added as an Asset in BlueTally, and if automatic checkout has been enabled, they'll be automatically checked out to their assigned user in Intune as well. If the device wasn't assigned to anyone in Intune at the time of first sync, it will be automatically checked out once it's been assigned a user in Intune.
If an asset is already in the app with the same Asset ID as a device in Intune, it will be skipped (unless you enable the Merge option).
If you mapped the Asset ID in BlueTally to a field in Intune that is empty for a device (for example, mapping the Asset ID to the Device Name which can be blank), the device won't be added to BlueTally - as BlueTally requires the Asset ID field to have a unique value.
To learn more about how this integration works, please refer to our knowledge base article.
If you have any questions regarding this integration, send us an email to support@bluetallyapp.com and we'll assist you with your setup!
You can also setup SSO with Azure AD, receive notifications directly to Microsoft Teams and Slack, or integrate BlueTally into your existing workflows by using our powerful API.
How you can use Intune for asset management with BlueTally
With BlueTally's user-friendly interface and robust features, you can make the most of the app's integration with Intune for more efficient IT asset management.
Automated device addition
Intune integration allows for the automatic asset registry and addition of devices from Intune directly into BlueTally as assets. When this feature is enabled, any device managed through Microsoft Intune is automatically added into BlueTally's system as an asset. The integration between Intune and BlueTally is set up such that when a new device is registered in Intune, it is also created as an asset in BlueTally, without the need for manual entry.
This feature reduces manual data entry and minimizes the risk of errors. It ensures that all devices managed through Intune are automatically recorded in BlueTally, which helps with data accuracy and saves significant time and effort in asset tracking.
Automatic checkout
BlueTally can automatically check out assets in the app to the current device owner in Intune. This function automatically assigns assets in BlueTally to the respective employee as per their assignment in Intune. When a device is added to Intune and linked to an employee, the same information is reflected in BlueTally. The asset is automatically 'checked out' to that employee in BlueTally, indicating who currently holds or is responsible for the asset.
Automating the checkout process to the current device owner in Intune streamlines asset allocation and tracking. It facilitates better accountability and oversight of assets by ensuring that each item in your asset register is automatically assigned to the right employee in the system.
Department import from Azure AD and Okta
The improved SCIM integration for Azure AD and Okta allows for the automatic importation of an employee's department into BlueTally. Through SCIM integration for Azure AD and Okta, BlueTally is able to import departmental information for your employees. This means when an employee is added or updated in Azure AD or Okta, their department information is also updated in BlueTally.
This integration ensures that employee department information is automatically and accurately reflected in the asset management system, enhancing the categorization of assets based on departmental needs and usage.
Merge option for existing assets
The 'Merge' option allows BlueTally to overwrite the fields 'Asset Name' and 'Serial Number' in BlueTally with the corresponding Intune details if the Asset ID in BlueTally matches the 'Device Name' (or the field you set in Intune).
This feature helps avoid data duplication and ensures that existing assets in BlueTally are kept up-to-date with the latest information, maintaining a single, accurate record for each asset.
Integration with existing workflows
BlueTally's powerful API allows for easy integration into your company’s existing workflows. Additionally, you can set up Single Sign-On (SSO) with Azure AD and receive notifications directly to Microsoft Teams and Slack.
The integration of BlueTally with existing workflows and well-known collaboration platforms like Microsoft Teams, Slack, and Azure AD enhances the overall efficiency and communication within your company. It ensures that asset management is not a standalone process but a well-integrated part of the broader organizational ecosystem, facilitating smoother operations and quicker response times.
Customizable integration settings
With BlueTally, you can customize various integration settings for Intune. You can select the type of devices (company, personal, or both) to import from Intune. You can also define how fields in Intune map to Asset ID and Asset Name in BlueTally, and whether to automatically checkout assets to employees.
This ensures that the asset management system aligns with your unique operational needs, such as differentiating between company and personal devices.