We have created an integration to function with BambooHR. If you'd like to enable this integration, please reach out to your CSM or Support.
Requirements for use:
- BambooHR Account and API Key
- Custom Report ID
- Schedule for running the Sync
What does enabling the Bamboo HR integration do?
Keep the User records in the Bridge account/sub account of an Organization in sync with the Employee records in their BambooHR by Enabling BambooHR Integration. This integration is backed by the Custom report functionality in BambooHR and Auto CSV in Bridge. Admins can decide what all data has to be part of sync from the BambooHR account (Custom Employee Report), and define the data mapping in Bridge (Auto CSV). Sync is a scheduled one, which will get executed once a day. Desired time for the Sync is configurable.
Set up Information
Provide BambooHR URL and API Key
Share the BambooHR Account URL you are using with the Bridge team. (The URL that you use to access BambooHR for your organization.)
Create and provide the BambooHR API key
- Log in to BambooHR as a user with Admin access
- The credentials can be generated from the link {BambooHR URL}/settings/permissions/api.php
Provide a suitable API Key Name
Copy the API Key and share it securely with Bridge. Key will be displayed only once.
Note: Remember to share the new API key if the existing key is revoked.
Provide schedule for running the Sync
Users will be synced to Bridge at a specific time every day. Please share the Time along with the Time Zone during which this sync has to be scheduled with us.
Create Custom Report and Share the ID
Custom reports can be created from the link: {BambooHR URL}/reports/.
The custom report ID can be found in the URL for the report. It will be a numerical value existing as the last part of the URL. In this URL below, 103 would be the Custom report ID
{BambooHR URL}/reports/custom/custom+report+for+bridge+sync/103
Notes on the report contents:
- Ensure the report includes at least one Unique and Mandatory Field to be used as the HRIS ID.
- Ensure the report includes at least one Unique and Mandatory Field to be used as the Login ID. (This can also be the same as the HRIS ID)
- Ensure to include the value corresponding to the Login ID of the Supervisor also.
- The custom report should contain the list of Active users only.
- Any other required system/custom fields.
Custom report contents
- The custom report should contain Active Employee records only. This can be implemented using a filter condition, as in the screenshot below.
- The report should contain at least one Mandatory field as well as Unique. This is for being used as the value for the fields like Login, UID, etc., within Bridge. Some possible fields are:
- Employee # (Employee Number)
- Employee EID (EEID)
- Work Email
- Make sure to include the Supervisor's detail also in the report. This will be used to assign a Manager to the employee. The field should be similar to the UID value considered in the previous step. Sample combinations:
- Employee # (Employee Number) and Supervisor ID
- Employee EID (EEID) and Supervisor EID
- Work Email and Supervisor Email
- Also, include any other fields that you wish to include.
