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

Start by connecting the Assets entity — it's the core of BlueTally and gives you the most immediate value for inventory tracking and reporting.

1

Create a new data flow in Coupler.io. Log in to Coupler.io, go to the Data flows section, and click Add data flow.

2

Select BlueTally as your source. Search for BlueTally in the source catalog and select it.

3

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.

4

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.

5

Set a start date. Use the date picker to define how far back you want to pull data from BlueTally.

6

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.

7

Run your data flow. Click Run to execute a manual sync and confirm your data loads correctly.

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