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How does the Jamf Pro integration work?
How does the Jamf Pro integration work?

Learn more about setting up and using the BlueTally Jamf Pro integration

Updated over a week ago

BlueTally seamlessly integrates with Jamf Pro by adding all your devices to BlueTally as assets, and even checks them out automatically to their assigned users.

Setup

To set up the Jamf Pro 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 Jamf Pro section.

Here is the complete list of all the configuration options:

  • Device Types to Import: You can limit the sync to Institutional Devices, Personal Devices or Both.

  • Filter on Department(s): You can limit the sync to devices that belong to certain departments.

  • Map Asset ID Field to: You can map the Asset ID field in BlueTally to the device's Serial Number, ID, Name or Asset Tag from Jamf Pro. 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, ID, Name or Asset Tag from Jamf Pro. The Asset Name field in BlueTally is not unique and can contain duplicates.

  • Map Employee Email (for Automatic Checkout) Field To: If you enable the automatic checkout option, you can select if you want the integration to look for the Email Address or the Username user of the device in Jamf Pro. 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 Jamf Pro (either the Email Address or the Username, 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 Jamf Pro: If you've already manually added assets to BlueTally with the same Asset ID as ones from Jamf Pro, 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 Jamf Pro. 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 Jamf Pro to a field that has that same Asset ID, like the device Serial Number.

  • When a device changes user in Jamf Pro, 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 Jamf Pro (either the Email Address or the Username, depending on your selection in the Map Employee To option).

  • When a device has its user removed in Jamf Pro, automatically check in the asset in BlueTally as well: This will automatically check-in the asset in BlueTally when it's unassigned in Jamf Pro (either the Employee Email or the Username, depending on your selection in the Map Employee To option).

  • Fetch Warranty Expiration Dates from Jamf Pro: This will set the Warranty Expiration Date field of the asset to the warranty expiration date from Jamf Pro.

  • Fetch Purchase Dates from Jamf Pro: This will set the Purchase Date field of the asset to the purchase date from Jamf Pro.

  • Fetch Order Numbers from Jamf Pro: This will set the Order Number field of the asset to the order number from Jamf Pro.

The Jamf Pro 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 Macbook Pro 16" M4 laptops. The integration will then create:

  • 1x Category with the name Jamf Pro

  • 1x Manufacturer with the name Apple

  • 1x Product with the name Macbook Pro 16" M4

  • 100x Assets using the Product Macbook Pro 16" M4 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 Jamf Pro to any category of your choice. Any new devices of the same product enrolled in Jamf Pro 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 Jamf Pro.

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 Jamf Pro, automatically change it in BlueTally as well

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

  • Map Employee Email (for Automatic Checkout) Field to

  • Fetch Warranty Expiration Dates from Jamf Pro

  • Fetch Purchase Dates from Jamf Pro

  • Fetch Order Numbers from Jamf Pro

Finding the Jamf Pro details

Once an asset has been added from Jamf Pro, you'll see a dedicated Jamf Pro details section on the Show Asset page, where you'll find the most important details about the device from Jamf Pro displayed.

Here's a full list of all the details we currently display from Jamf Pro (synced every 10 minutes):

  • ID

  • Name

  • CPU Type

  • Total RAM

  • Storage Size

  • Platform

  • Managed

  • Last Contact Time

  • Enrolled Date

  • OS

  • OS Version

  • Jamf Pro Version

  • Wi-Fi Mac Address

  • IP Address

Frequently Asked Questions

How often does the sync run?

The sync runs every 10 minutes. If you have a lot of devices in your Jamf Pro 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 Jamf Pro tenant from BlueTally?

No, all our integrations are strictly one-way only (from Jamf Pro to BlueTally), so you're never risking any changes being made in your Jamf Pro 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 Macbook Pro 16" M4 from the default category (Jamf Pro) to your own category (Laptops), any new assets of the product Macbook Pro 16" M4 synced via the integration will be added to the Laptop category. Only brand new products will be added under the Jamf Pro 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 Jamf Pro integration, delete all the assets that have been synced from Jamf Pro, and then re-enable the Jamf Pro integration with your new Asset ID mapping selection. This will then re-add your devices from Jamf Pro in BlueTally with the new Asset ID selection.

What happens if a device is wiped in Jamf Pro?

If you wipe a device in Jamf Pro, 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 Jamf Pro 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 Jamf Pro?

If you delete a device from Jamf Pro, it will still be present in BlueTally. If you didn't first un-assign the device from its user in Jamf Pro, it will also still be assigned to it's last user. We recommend that you manually archive any deleted devices from Jamf Pro 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 Jamf Pro?

If you've mapped the Asset ID field in BlueTally to a field in Jamf Pro 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 Name in Jamf Pro, and you have 3 devices with the same 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 Jamf Pro.

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 Jamf Pro. 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 Jamf Pro, any changed made to the Asset Name in BlueTally will automatically be overridden in the next sync by the data from Jamf Pro. If you did not map the Asset Name in BlueTally to any field in Jamf Pro, you can set the Asset Name in BlueTally without it being overridden.

Can I export the Jamf Pro Details to Excel?

Yes, however the Jamf Pro 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 Jamf Pro option?

If an asset with the same Asset ID already exists in your account that's also in Jamf Pro, Jamf Pro 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 Jamf Pro, 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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