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Integrate BambooHR with Engagedly
Table of contents
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
- Log in to your BambooHR account.
- Navigate to the profile icon at the top right and select API Keys.
- At the top left, click + Add New Key.
- Type 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
You can 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 will be 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.
You can contact our support team to stop syncing the employees’ details.
4. Set up identifier
You can opt for the unique identifier as an employee ID or an employee’s email ID. By default, the email ID is the primary unique identifier. You can contact our support team to set the employee ID as the primary unique identifier.