Integrate BambooHR with Engagedly

Table of contents

1. Introduction
2. Generate API key
3. Sync employee accounts
4. Set up identifier

1. Introduction

Integrating BambooHR with Engagedly allows the admins to sync all the employees’ information, including custom field data, from BambooHR to the Engagedly platform. The integration enables the admins to sync data seamlessly, aiming to improve efficiency, streamline administrative workflows, and enhance functionality, ensuring accurate and timely exchange of employee information. Learn more in Overview of integrations.

Prerequisites

Before mapping and syncing, you must contact our support team and provide the API key of BambooHR.

2. Generate API key

1. Log in to your BambooHR account.
2. Navigate to the profile icon at the top right and select API Keys.
3. At the top left, click + Add New Key.
4. Enter the "API Key Name" as required and click Generate Key.

Once the API key is generated, you must share it with our support team along with the field mappings of the user fields between BambooHR and Engagedly as required.

After successful integration, you will receive an email notification from our support team.

3. Sync employee accounts

Contact our support team to schedule the user data sync to keep employees’ accounts on Engagedly up-to-date. The user data sync can happen once a day, twice a day, or as per your requirements.

On every user data sync, the following user details are updated:

• Adding new employees
• Updating the existing employees’
• Blocking or dismissing the employees
• Editing the department, job titles, and other employee-related information available in the field mapping

After every sync, the employees’ details are automatically updated on the Engagedly platform.

Contact our support team to stop syncing the employees’ details.

4. Set up identifier

By default, the email ID serves as the primary unique identifier.

Choose a unique identifier, either the employee ID or the employee’s email ID.

Contact our support team if you prefer to use the employee ID as the primary unique identifier.