Prerequisites
Please ensure you fulfil all the requirements to set up the integration:
You have Full-Admin access in your company's BambooHR instance, or someone has shared their access with you
ORYou have a Custom Access Level with sufficient access
If your use case is basic user provisioning, please see this article on enabling sufficient access
If your use case requires more data than basic user provisioning, here are some guidelines:
You should set your Access Level to view "All Employees", otherwise the data synced will be missing employee records
You should allow View Access to information you want to be synced
You should allow View Access to view your section to ensure your record is also synced
You can find your access level in BambooHR by going to Settings > Access Levels
Connect Using Credentials (recommended)
Overview
Our recommended method for connecting BambooHR to Happl is via OAuth which uses your BambooHR account credentials.
Instructions
Head to the Integrations page in Happl
From your home screen head to Settings then Integrations and hit 'Connect' under the HRIS section.
Add your BambooHR subdomain
You will be redirected to BambooHR to log in to your account.
Enter your BambooHR account credentials
Sync Data to Happl
Once you have completed the above steps the data sync will begin to Happl. Depending on the size of your business this could take a few minutes to an hour. Once complete you will be able to review the data in the 'Data Audit' Section of Settings.
Connect via API Key
Overview
To authenticate BambooHR using an API Key, you will need to provide the following information:
Subdomain
API key
Instructions
Add your BambooHR subdomain to the linking flow
For example, if you sign in at "acme.bamboohr.com", add acme
Do not enter the full "acme.bamboohr.com"
Find your BambooHR API key
Click on your name in the upper right-hand corner and in the user context menu click on API Keys
Click Add New Key in the upper left corner
Input an API Key Name, and then click Generate Key
Copy the API key that appears, and add it to the linking flow
Head to the Integrations page in Happl
From your home screen head to Settings then Integrations and hit 'Connect' under the HRIS section.
Follow Flow for Adding Your API key to Happl
Once you have selected BambooHR from the HRIS integration list, make sure to click 'Use my API key or access token' and follow the flow to set up the connection.
Sync Data to Happl
Once you have completed the above steps the data sync will begin to Happl. Depending on the size of your business this could take a few minutes to an hour. Once complete you will be able to review the data in the 'Data Audit' Section of Settings.