> For the complete documentation index, see [llms.txt](https://docs.coupler.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coupler.io/sources/category/other/bluetally.md).

# BlueTally

BlueTally is an asset management platform that helps companies track equipment, assign assets to employees, and manage their hardware inventory. It gives IT and ops teams a clear picture of what they own, who has it, and where it is.

Connecting BlueTally to Coupler.io lets you pull your asset and employee data into any destination — spreadsheets, dashboards, data warehouses, or AI tools — without manual exports.

**Why connect BlueTally to Coupler.io?**

* Sync asset inventory and employee records to Google Sheets, Excel, or BigQuery automatically
* Combine BlueTally data with other sources (HR systems, procurement tools) using Join or Append transformations
* Feed asset data into AI tools like ChatGPT or Gemini for analysis and reporting
* Keep stakeholders updated with live dashboards in Looker Studio without touching a CSV

## Prerequisites

* An active BlueTally account
* A BlueTally API key (available in your account settings)

## Quick start

{% hint style="success" %}
Start by connecting the **Assets** entity — it's the core of BlueTally and gives you the most immediate value for inventory tracking and reporting.
{% endhint %}

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to Coupler.io, go to the Data flows section, and click **Add data flow**.
{% endstep %}

{% step %}
**Select BlueTally as your source.** Search for BlueTally in the source catalog and select it.
{% endstep %}

{% step %}
**Enter your API key.** In BlueTally, navigate to your account settings and copy your API key. Paste it into the API key field in Coupler.io.
{% endstep %}

{% step %}
**Choose an entity.** Select either **Assets** or **Employees** depending on what data you want to pull. You can add more entities to the same data flow later.
{% endstep %}

{% step %}
**Set a start date.** Use the date picker to define how far back you want to pull data from BlueTally.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT or Gemini.
{% endstep %}

{% step %}
**Run your data flow.** Click **Run** to execute a manual sync and confirm your data loads correctly.
{% endstep %}
{% endstepper %}

## Available entities

| Entity    | Description                                                                             |
| --------- | --------------------------------------------------------------------------------------- |
| Assets    | Company assets and equipment tracked in BlueTally, including assignment and status info |
| Employees | Employee records managed in BlueTally, linked to asset assignments                      |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coupler.io/sources/category/other/bluetally.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.