BlueTally lets you automatically sync employee entries with users from Okta. Set up your integration in only a few steps:
1) Log in to your Okta account, click on Applications, then on Applications
2) Click on "Browse App Catalog"
3) Search for "SCIM 2.0" and select the option "SCIM 2.0 Test App (OAuth Bearer Token)"
4) Click on "Add"
5) Enter a name for the application (such as 'BlueTally SCIM'), make sure all the options are unchecked, and click "Next"
6) Select "Secure Web Authentication" and "User sets username and password", leave all other fields untouched, scroll down, and click "Done"
7) In the app, click on the "Provisioning" tab, then click on "Configure API Integration"
8) Check the "Enable API Integration" box, then enter the Tenant URL and Secret Token from your BlueTally account settings. Then click on "Test API Credentials" and "Save"
9) Now click on "Edit"
10) Check the "Create Users", "Update User Attributes", and "Deactivate Users" boxes, then click on "Save"
11) Scroll down on the same page and click on "Go to Profile Editor"
12) Click on "Add Attribute"
13) Set the Data type to "String", the Display name, Variable name, and External name to "location", the External namespace to "urn:ietf:params:scim:schemas:extension:enterprise:2.0:User", check the "User personal" scope, and click on "Save"
14) Go back to the application and click on "Provisioning"
15) Scroll to the bottom of the page and click on "Show Unmapped Attributes"
16) Click on the pencil icon of the "location" attribute
17) Select the "Map from Okta Profile" option
18) Select which field in Okta you'd like to map to the employee's location field in BlueTally (in this example, we've selected "countryCode"), select the "Create and update" Apply on option, and click on Save
19) Click on the pencil icon of the "Manager value" attribute
20) Select the field in Okta where the email address of the employee's manager is set (for example, 'manager'), select the "Create and update" Apply on option, and click on Save.
21) Now go to the "Assignments" tab, click "Assign" and "Assign to People" to select all the Okta users you want to synchronize as Employees to BlueTally
That's it! The synchronization will take place approx. every 40 minutes. Any changes you make to users in Okta will then be overwritten in BlueTally.
To sync the employee's location into BlueTally, you need to enable the Set employee location info from Identity Provider option in your BlueTally account integrations page under SCIM 2.0. If you'd like to sync the employee's department and manager into BlueTally as well, you can also enable the Set employee department info from Identity Provider option and Set employee manager info from Identity Provider options.
If you remove a user from Okta, 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!