BlueTally seamlessly integrates with Microsoft Intune by adding all your devices to BlueTally as assets and even checking them out automatically to their assigned users.
Setup
To set up the Microsoft Intune integration, please refer to our comprehensive setup guide here. It includes screenshots and detailed instructions to help you effortlessly configure the integration in a few minutes.
Configuration
After completing the integration setup, you'll need to select how you want to configure the integration in BlueTally. Simply click the Profile icon in the top-right corner, then click the Integrations link. Navigate to the Device Management section and select the Microsoft Intune section.
Before enabling the integration, you'll need to click on the Test Connection button to ensure a successful setup. This test verifies both the credentials and permissions, ensuring they align with the setup guide and are configured correctly for the integration to function properly.
Here is the complete list of all the configuration options:
Device Types to Import: You can limit the sync to Company Devices, Personal Devices, or Both.
Map Asset ID Field to: You can map the Asset ID field in BlueTally to the device's Serial Number, Management Name, or Device Name from Intune. We recommend that you map it to the Serial Number, as the Asset ID field in BlueTally is unique across your entire account and can't contain duplicates.
Map Asset Name Field to: You can map the Asset Name field in BlueTally to the device's Serial Number, Management Name, or Device Name from Intune. The Asset Name field in BlueTally is not unique and can contain duplicates.
Map Employee To: If you enable the automatic checkout option, you can select if you want the integration to look for the Primary User or the Enrolled By user of the device in Intune. Whichever field you pick, you need to make sure that there are corresponding Employee entries in BlueTally with the same email address for the automatic checkout to work.
Automatically Check Out Assets to Employees: This will automatically check the asset out in BlueTally to whoever the device is assigned to in Intune (either the Primary User or the Enrolled By user, depending on your selection in the Map Employee To option). This will override any manual employee checkout in BlueTally made for the asset.
Merge Duplicate/Existing Assets with Data from Intune: If you've already manually added assets to BlueTally with the same Asset ID as ones from Intune, you can enable this option to merge the two entries. That means that you'll still keep the history and details of the existing asset while having it synced with Intune. Please note that this is merging based on the Asset ID field; for example, if you've manually added an asset to BlueTally with the Asset ID 'ZYZ121V', you need to make sure you've mapped the Asset ID field in Intune to a field that has that same Asset ID, like the device Serial Number.
When a device changes user in Intune, automatically change it in BlueTally as well: This will automatically check-in the asset in BlueTally from whoever it's assigned to, and then check it out to the new user it's been assigned to in Intune (either the Primary User or the Enrolled By user, depending on your selection in the Map Employee To option).
When a device has its user removed in Intune, automatically check in the asset in BlueTally as well: This will automatically check in the asset in BlueTally when it's unassigned in Intune (either the Primary User or the Enrolled By user, depending on your selection in the Map Employee To option).
The Intune integration will create Product entries for all your unique models, and then corresponding Asset entries for each one. For example, let's say you have 100 Lenovo ThinkPad X1 Extreme laptops. The integration will then create:
1x Category with the name Intune*
1x Manufacturer with the name Lenovo
1x Product with the name ThinkPad X1 Extreme
100x Assets using the Product ThinkPad X1 Extreme with the relevant asset details for that device, based on your configuration.
*BlueTally allows you to set up custom Category Mapping, or you can follow the default mapping options. See the sections below to use whatever works best for you.
Custom Category Mapping
You can set rules and other options to decide exactly which category each device type belongs to during the initial import and for every sync that comes after using our Category Mapping feature. Simply find the Category Mapping row in the Intune section of your BlueTally settings, and click Manage Category Mapping.
You can use the following mapping options:
Set a default category: pick the category new products should land in by default. If you don't set one, the integration keeps the existing behavior and falls back to a category named "Intune".
Name-based mapping rules: Build rules that match on the product name - contains, equals, starts with, or ends with - and route matches to the category of your choice (e.g. product name contains "iPhone" → Mobile Phones). Rules take priority over the default, and you can reorder them to control which one wins.
Apply to existing products: If you've already imported some or all of your devices, one click re-categorizes all existing products from Intune to match your current default and rules, lining up your existing inventory with future syncs.
Default Category Mapping
If you choose not to set up any Category Mapping settings, all the devices you import from Intune will automatically have the Category "Intune". However, you can change the categories of these products to any category of your choice.
Any new devices of the same product enrolled in Intune will be added to BlueTally using the existing product entry (and thus the category of your choice). Any new devices using products that don't exist will, by default, be created with the category Intune if no Category mapping rules have been set.
Updating your integration
Once the integration is enabled, you can update the connection without disabling it and adjust all configuration settings, except for changing the Asset ID (see the FAQ below for details).
When testing a new connection, the new one will be temporarily applied. If the connection succeeds, the new configuration will automatically overwrite the existing one. If it fails, your current settings will remain unchanged.
If there’s an issue with your connection (e.g., expired credentials), an error message will appear here. Administrators will also receive an email notification and see an alert within the app. To resolve the issue, click Update Connection, enter your new credentials, and click Test Connection.
Finding the Intune details
Once an asset has been added from Intune, you'll see a dedicated Intune details section on the Show Asset page, where you'll find the most important details about the device from Intune displayed.
Here's a full list of all the details we currently display from Intune (synced every 10 minutes):
Compliance
Last Seen
Enrolled
Device Type
Serial Number
OS
OS Version
Unclaiming Devices
There may come a time when you no longer use Intune in favor of a different MDM. If so, you'll want Intune to unclaim these devices so your new MDM integration can claim them and ensure the device data stays up-to-date. Follow the steps below to unclaim your devices:
Visit the Intune section in your BlueTally account integrations page (accessed by clicking Integrations in the dropdown menu found under the profile icon in the upper-right corner of your BlueTally account)
Disable your Intune integration by clicking the Disable button found at the bottom of the section
New text will appear at the bottom of the section with a dark gray button that says "Remove Intune data from assets". Click the button.
Ensure that the Merge option is enabled on your new MDM integration
Your new MDM integration will claim any of the devices previously associated with Intune that are present in the new MDM.
This process will allow you to seamlessly connect your devices from one MDM to another, without deleting them outright.
Frequently Asked Questions
How often does the sync run?
The sync runs every 10 minutes. If you have a lot of devices in your Intune tenant, it can take a bit longer than 10 minutes to complete each sync. Please note that the first sync can take up to 40 minutes to complete.
Is the sync two-way, or can any changes be made in my Intune tenant from BlueTally?
No, all our integrations are strictly one-way only (from Intune to BlueTally), so you're never risking any changes being made in your Intune tenant by our systems.
Can I change the category of the products after the first sync?
Yes! You can even pre-determine what you want the category to be for each product before your first sync if you use the Custom Category Mapping feature. This will allow you to set rules and default categories for certain device types so that you never need to manually update the category yourself.
That being said, if you choose to rely on the default category mapping, you will still be able to change the category after the first sync. If you change the category of the product ThinkPad X1 from the default category (Intune) to your own category (Laptops), any new assets of the product ThinkPad X1 synced via the integration will be added to the Laptop category. Only brand new products will be added under the Intune category.
Can I change the Asset ID mapping after the first sync?
Since the Asset ID is the unique identifier for an asset across your BlueTally account, this can't be changed after the first sync to prevent duplicates. The only way to do this would be to disable the Intune integration, delete all the assets that have been synced from Intune, and then re-enable the Intune integration with your new Asset ID mapping selection. This will then re-add your devices from Intune in BlueTally with the new Asset ID selection.
What happens if a device is wiped in Intune?
If you wipe a device in Intune, BlueTally will not create a duplicate asset as it will understand that it's the same device (based on the Serial Number). If you didn't unassign the device from its user in Intune before wiping it, it will still be checked out to its last user in BlueTally until it's re-enrolled and assigned to a new user, at which point it will automatically check it out to the new user in BlueTally.
What happens if a device is removed from Intune?
If you delete a device from Intune, it will still be present in BlueTally. If you didn't first unassign the device from its user in Intune, it will also still be assigned to its last user. We recommend that you manually archive any deleted devices from Intune in BlueTally; that way, it will be out of sight on a daily basis, but you'll still retain all the history of the asset.
What if I mapped the Asset ID to a field that isn't unique in Intune?
If you've mapped the Asset ID field in BlueTally to a field in Intune that doesn't have unique values, only the first duplicated device will be added to BlueTally. For example, if you've mapped the Asset ID field in BlueTally to the Device Name in Intune, and you have 3 devices with the same Device Name, only the first one will be added to BlueTally, since the Asset ID field in BlueTally has to be unique across your account. That's why we recommend that you map the Asset ID field in BlueTally to the Serial Number field in Intune.
What if I've manually checked an asset out to a location in BlueTally?
If you've manually checked an asset out to a location, the integration won't be able to check it back in again and check it out to its assigned user in Intune. The automatic check-in and check-out sync will only work when the asset is checked out to an Employee entry.
What happens if I change the Asset Name in BlueTally?
If you've configured your integration to map the Asset Name in BlueTally to a field from Intune, any changes made to the Asset Name in BlueTally will automatically be overridden in the next sync by the data from Intune. If you did not map the Asset Name in BlueTally to any field in Intune, you can set the Asset Name in BlueTally without it being overridden.
Can I export the Intune Details to Excel?
Yes, however, the Intune details are only part of the Asset Report (under Reports -> Asset Report in the top navigation bar), not the Excel Download button on the asset table.
What if I disable the Merge Duplicate/Existing Assets with Data from Intune option?
If an asset with the same Asset ID already exists in your account that's also in Intune, Intune will not merge and sync with that asset if this option is disabled.
I've enabled the Automatic Checkout feature, and I've ensured that the device is assigned to someone in Intune, but it's not checking out in BlueTally. How do I get it to automatically check out?
To automatically check out assets to employees, they must already be added as an Employee in BlueTally. Make sure all relevant employees are added to BlueTally under the Employees page for the automatic checkout to work.
Why isn't BlueTally populating Location and Department data for my Assets?
Our Intune integration doesn't pull Location and Department data directly for any devices. Location and Department data will only populate for an Asset in BlueTally if it is assigned to an Employee, in which case, it will sync the Employee's Location and/or Department data.
When a device is checked out to someone in Intune, will the device's Location and/or Department auto-update to match the Employee's Location and/or Department data?
Yes, but you have to enable these options in the Company Details section of your BlueTally account settings. Simply go to Settings -> Company Details, and look for the fields "Auto-Update Asset Location to Employee's Location when Checked Out" and "Auto-Update Asset Department to Employee's Department when Checked Out". Select "Yes" for whichever fields you wish to be updated with each new checkout.
A device is not assigned to anyone in Intune. What happens if I check it out to someone in BlueTally?
If you have the "When a device has its user removed in Intune, automatically check in the asset in BlueTally as well" option enabled in your BlueTally account settings, the asset is going to be automatically checked back in again in BlueTally in the next sync if you've manually checked it out to someone in BlueTally while it's not assigned to anyone in Intune. To prevent this from happening, you'll need to disable this option in your BlueTally account settings.
Can I connect multiple Intune tenants to my BlueTally account?
That isn't possible, unfortunately. Each BlueTally account can only have one Intune tenant connected to it via the integration; however, if you are using multi-tenancy, you can create a sub-tenant and connect it to a different tenant!
How many devices can I sync from Intune to BlueTally?
Due to bandwidth and server limitations, we recommend syncing no more than 5,000 devices from Intune to BlueTally. We have observed over time that adding more than this creates issues with not all devices syncing properly.
Can I still connect my Intune instance to BlueTally even if using Microsoft Government Community Cloud (GCC)?
Yes! You'll just need to make sure that you toggle on the option specifically for Microsoft Government Community Cloud (GCC) if your instance is hosted on the microsoft.us domain. You'll find this option in the Intune section of your BlueTally account settings, between the OAuth 2.0 token endpoint (v2) field and the Test Connection button.
Can I sync my Linux devices from Intune into BlueTally?
Unfortunately, no. Due to an existing limitation from Intune, our integration is unable to import Linux devices via Intune.