The BlueTally SCIM integration automatically creates Employee entries in BlueTally so that you'll be able to assign items to them in the app, without the need for manually adding, updating, or removing employees.
Employees are not the same as Users in BlueTally. The people listed under the Employees tab in BlueTally are not able to sign into your BlueTally account. This is managed under Settings -> Account Users, either via SSO or via manual email invites.
Setup
We have dedicated setup guides with screenshots and detailed steps for the most popular platforms:
BlueTally adheres to the SCIM 2.0 standard, which means that we support all SCIM 2.0 compliant identity providers, even ones we don't have a dedicated setup guide for, as long as they have a complete SCIM 2.0 implementation. In that case, you can still refer to one of the setup guides above to get a general understanding of the steps required to set this up.
Configuration
By default, our SCIM integration will only fetch the employee's name, email address, and job title. In order to also fetch the employee's location and department, you'll need to enable the two respective toggles under the SCIM 2.0 section in your account settings.
Once you've followed the steps in the relevant setup guide, you'll start to see your employee list populated in BlueTally. Please note that the first sync can take some time.
Frequently Asked Questions
I've enabled the Manager sync as per the setup guide, but the Manager field in BlueTally isn't being populated. What could have happened?
Please make sure that you've selected all your company employees to be part of the SCIM sync, as the SCIM protocol needs the manager of an employee to also exist in BlueTally for the mapping to be made. The manager mapping happens after the first provisioning round has completed, as it needs BlueTally employee system IDs to refer to when setting the manager of an employee. For example, if Employee A's manager is Employee B, you need to make sure Employee B is part of the SCIM sync and has been synced over to BlueTally for them to be set as the manager of Employee A in BlueTally.
What happens if I make a change to an employee entry in BlueTally - will that change be synced to my Identity Provider?
No, our SCIM integration is strictly one-way from your Identity Provider to BlueTally, which means that you'll never risk any changes being made in your Identity Provider based on your BlueTally account.
What happens if I make a change to an employee entry in BlueTally that has been added by the SCIM integration?
Any changes you make to the employee in BlueTally will be overwritten by the SCIM integration in the next sync based on the employee details in your identity provider. For example, if you change the Job Title in BlueTally, this will be overwritten in the next SCIM sync based on the Job Title of that employee in your Identity Provider.
Which fields can I have synced from my Identity Provider to BlueTally with the SCIM integration?
As of now, we're only able to fetch the fields below from your identity provider; however, a custom field mapping feature is on the roadmap that will let you map any detail about the employee from your Identity Provider to a custom field in BlueTally.
Name
Email Address
Job Title
Location
Department
What happens if I delete or deactivate an employee in my Identity Provider?
If you delete or deactivate an employee in your Identity Provider, they will not be deleted from BlueTally, but marked as Archived instead. That way, you'll be able to keep their history in your inventory even after they have left the company. If you re-activate the employee in your Identity Provider, they will become un-archived in BlueTally as well.
Is it possible to check out items to archived employees?
Archived employees aren't included in the Employee dropdown lists by default and thus can't have items checked out to them, but you can enable this by going to Settings -> Company Details -> Include Archived Employees in Dropdown List.
What happens when an employee is archived?
The employee will get an "Archived" badge next to their name in BlueTally, along with a timestamp showing when they were archived. Any items that are checked out to the employee will automatically become due back in 1 day by default (this can be changed under Settings -> Company Details -> When an employee is archived, set their checked out items due back in).
An employee entry in BlueTally that was added by the SCIM integration hasn't been updated properly based on the changes made in the Identity Provider. How can this be solved?
If you made a change to an employee entry in your identity provider and that change hasn't been reflected in BlueTally (this can take up to an hour based on your identity provider), you'll need to restart the provisioning in your identity provider, as this will force a manual re-run of the SCIM synchronization to our systems.
Can I have multiple SCIM endpoint synching to my account?
Yes, that is possible - you just need to use your existing SCIM 2.0 token in the different identity providers, and they will all sync into the same BlueTally account. Please make sure that the different identity providers don't have the same email addresses in their directories, as this will cause sync conflicts when two identity providers try to sync the same email address to our system.