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How does the Microsoft Intune integration work?
How does the Microsoft Intune integration work?

Learn more about setting up and using the BlueTally Microsoft Intune integration

Updated over a week ago

BlueTally seamlessly integrates with Microsoft Intune by adding all your devices to BlueTally as assets, and even checks 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 go to your BlueTally account settings and click on the Microsoft Intune section.

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 entires in BlueTally with the same email address for the automatic checkout to work.

  • Automatically Checkout 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 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.

Once the first sync has completed, you can change the categories of the products created by the integration from Intune 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.

Once the integration has been enabled, only these options can be changed without having to disable and re-enable the integration:

  • Map Asset Name Field to

  • Automatically Checkout Assets to Employees

  • When a device changes user in Intune, automatically change it in BlueTally as well

  • When a device has its user removed in Intune, automatically check in the asset in BlueTally as well

  • Map Employee to

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 State

  • Operating System

  • Operating System Version

  • Phone Number

  • IMEI

  • ICCID

  • WiFi MAC Address

  • Ethernet MAC Address

  • Device Type

  • Device Name

  • Managed Device Name

  • Serial Number

  • Enrolled Timestamp

  • Last Device Sync Timestamp

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! For example, 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 un-assign 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 would 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 un-assign the device from its user in Intune, it will also still be assigned to it's 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 changed 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.

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