Integrate BambooHR with Engagedly

Introduction
Integration process
Default field mappings
Generate API key
Sync employee accounts
Primary unique identifier
Sync status and reports

1. Introduction

Integrating BambooHR with Engagedly allows admins to sync employee details, including custom fields, from BambooHR directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in Overview of integrations.

📒Note: This document covers the integration setup for both Tangerine (V2) and Indigo (V3). Screenshots are captured from Indigo (V3), so the user interface may vary slightly in Tangerine.

Prerequisites

Admin access to both Engagedly and BambooHR.

2. Integration process

Contact our support team to enable BambooHR for your organization. Once enabled, the application status changes to “Available”, allowing you to proceed with the connection.

Navigate to Settings > Integrations in Engagedly to verify the status.

In the “HRIS” section, BambooHR appears as an available option.

3. Default field mappings

By default, the following fields are mapped between BambooHR and Engagedly:

Engagedly fields	BambooHR fields
first_name	firstName
middle_name	middleName
last_name	lastName
email	workEmail
employee_id	employeeNumber
joining_date	hireDate
birth_date	dateOfBirth
location	location
job_title	jobTitle
departments	department
businesses	division
manager_id	supervisorEId

📒Note: These are the default mappings. Contact our support team to customize or add additional fields as required.

4. Generate API key

Log in to BambooHR.
In the left navigation menu, go to My Account 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.

The API key is successfully generated.

5. Navigate to Settings > Integrations in Engagedly.

6. In the “HRIS” section, click BambooHR.

7. Click Add at the top right.

8. Enter your organization sub domain.

9. Copy the key from BambooHR, paste it in Engagedly, and click SAVE.

You receive an email notification after successful integration.

Share the field mappings with our support team.

5. Sync employee accounts

Contact our support team to schedule user data syncs to keep employee accounts up-to-date in Engagedly. Syncs can run once daily, twice daily, or at a frequency you specify.

During each sync, Engagedly automatically:

Adds new employees
Updates existing employee records
Blocks or dismisses employees as required
Updates departments, job titles, and other mapping attributes

Employee details update automatically after every sync. You may also request our support team to stop syncing at any time.

6. Primary unique identifier

By default, email ID serves as the primary unique identifier for employees. If you prefer to use employee ID, contact our support team to update this setting.

7. Sync status and reports

Contact our support team to request the current sync status and detailed reports.