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 Jamf Pro, 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 Jamf Pro.
That's it! It will take around ~10 minutes for the first transfer to complete.
All new devices added to Jamf Pro 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 Jamf Pro as well. If the device wasn't assigned to anyone in Jamf Pro at the time of first sync, it will be automatically checked out once it's been assigned a user in Jamf Pro.
If an asset is already in the app with the same Asset ID as a device in Jamf Pro, it will be skipped (unless you enable the Merge option).
If you mapped the Asset ID in BlueTally to a field in Jamf Pro 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.
If you have any questions regarding this integration, send us an email to email@example.com and we'll assist you with your setup!