BlueTally lets you save time and headaches by automatically syncing employee entries with users from Microsoft Entra ID. Set up your integration in only a few steps:
To sync a person's department, location, and/or manager from Entra ID to BlueTally, you need to enable the corresponding option in your BlueTally account settings in the SCIM 2.0 section before you enable provisioning.
1) Log in to Azure and click on Microsoft Entra ID.
2) Click on the Manage tab, then on Enterprise Applications.
3) Click on New Application.
4) Click on Create your own application.
5) Enter a name for the application (like "BlueTally SCIM"), select Integrate any other application you don't find in the gallery (Non-gallery), and then click Create.
6) Click on Provisioning.
7) Click on Provisioning again.
8) Change Provisioning Mode to Automatic, set the Authentication Method to Bearer Authentication, enter the Tenant URL and Secret Token from your BlueTally Account Settings (SCIM 2.0 Section), click on Test Connection, and then on Save.
9) After saving, a Mappings tab will appear further down on the same page. Click on it, and then click on Provision Microsoft Entra ID Groups.
10) Set Enabled to No, and click on Save.
11) Click on Provision Microsoft Entra ID Users
12) Click on the Edit button of the userName attribute.
13) Change the source attribute from userPrincipalName to mail and click on Ok.
14) Scroll further down on the page, click on Show advanced options, and then on Edit attribute list for customappsso.
15) Add the following attribute as a String: "urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:location", and then click on Save.
16) Click on Add New Mapping.
17) Select which field in Entra ID you'd like to map to the employee's location field in BlueTally in the "Source attribute field" (in this example, we've selected "country"), then set the Target attribute to "urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:location" and click on Ok.
18) Click on Save.
19) Go back to the application overview, click on Users and groups, then click on Add user/group to select all the people you want to synchronize as Employees to BlueTally.
20) Once you've added all the employees you want synced to BlueTally, click on Provisioning and then on Start provisioning.
That's it! The synchronization will take place approx. every 40 minutes. Any changes you make to people in Entra ID will be overwritten in BlueTally, meaning that if you change an employee name or job title in Entra ID, it will automatically reflect in BlueTally.
If you remove a person from Entra ID, they are marked as Archived in BlueTally, but not deleted, as they might still have assets checked out to them, and it might be useful to still keep their history.
To learn more about how this integration works, please refer to our knowledge base article.
If you have any questions regarding this integration, please don't hesitate to reach out to us, and we'll assist you with your setup!