BlueTally lets you save time and headaches by automatically syncing employee entries with users from OneLogin. Set up your integration in only a few steps:
1) Log in to your OneLogin account, click on Applications, then on Add App
2) Search for "SCIM Provisioner with SAML (SCIM v2 Core)" and select it
3) Give it a name (like BlueTally SCIM), upload icons (click here for the rectangular icon, click here for the square icon), and click "Save". You might get an error notification after this, but you can safely ignore it
4) Click on "Parameters" in the left menu bar
5) Click on the "+" to add a new parameter
6) Enter "name" in Field Name and click "Save"
7) Then search for "Name" in the Value dropdown, select it, and click "Save"
8) Do the same for "title"
9) Do the same for "Title"
10) Do the same for "department"
11) Do the same for "Department"
12) Do the same for "location"
13) Select which field in OneLogin you'd like to map to the employee's location field in BlueTally (in this example, we've selected "company"). You can skip this step (and step 12) if you don't want to sync the location
14) Click on "Save" in the top right corner
15) Click on "Configuration" in the left menu bar
16) Copy the "Endpoint URL" and the "Secret Token" from your BlueTally account settings, and paste them into the "SCIM Base URL" and the "SCIM Bearer Token" fields
17) Scroll down and paste the code below into the "SCIM JSON Template" field
{
"schemas": [
"urn:ietf:params:scim:schemas:core:2.0:User",
"urn:ietf:params:scim:schemas:extension:enterprise:2.0:User"
],
"userName": "{$user.email}",
"displayName": "{$parameters.name}",
"emails": [
{
"primary": true,
"type": "work",
"value": "{$user.email}"
}
],
"title": "{$parameters.title}",
"urn:ietf:params:scim:schemas:extension:enterprise:2.0:User": {
"department": "{$parameters.department}",
"location": "{$parameters.location}"
}
}
18) Scroll back up again and click on "Enable"
19) Click on "Save" in the top right corner
20) Click on "Provisioning" in the left menu bar
21) Check the "Enable Provisioning" checkbox, uncheck the "Create user", "Delete user", and "Update user" fields, change the deletion dropdown value to "Suspend", and click "Save"
22) Click on "Users" in the top menu bar and then select a user that you would like to add to the app
23) Click on "Applications"
24) Click on the "+"
25) Select the app you just made (BlueTally SCIM) and click "Continue"
26) Click "Save"
27) You can now see that the user has been provisioned and added to the app. Repeat this process (Steps 20-25) for all the groups or users you'd like to add to the app as employees
That's it! The synchronization will take place approx. every 40 minutes. Any changes you make to users in OneLogin 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 into BlueTally as well, you can also enable the Set employee department info from Identity Provider option
If you remove a user from OneLogin, 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!