BambooHR integration with Simpplr

Updated 5 months ago

Overview

Simpplr supports people data syncing with BambooHR.

Set up BambooHR integration

Note:

To complete this integration, you must have BambooHR admin user permissions and be a Simpplr App manager.

To set up your BambooHR integration with Simpplr, as the Application manager:

Go to Manage > Application > Integrations > People data.
Click Add integration.
Select BambooHR.
Complete the authentication process.

BambooHR authentication process.png

Use BambooHR as syncing source

You can select BambooHR as a syncing source by going to Manage > Application > People > User syncing. Select BambooHR from the syncing source dropdown. After doing this, you will select the fields you would like mapped over into Simpplr automatically. Map the syncing fields accordingly.

Standard & custom field mapping

Field	Standard/Custom Field	Bamboo HR Field	Simpplr Field
Employee Number	Standard	-
First name	Standard	First Name (required field)	FirstName
Last Name	Standard	Last Name (required field)	LastName
Date of Birth	Standard
Job Title	Standard	Job Title (can be used for audience)	Title
Hire Date	Standard	Hire Date (can be used for audience)	Joining_Date__c
Company Name	Standard
Department	Standard	Division (can be used for audience)	Division
Division	Standard	Department (can be used for audience)	Department
Work Email	Standard	Email (required field)	Email
Mobile Phone Number	Standard	Mobile	MobilePhone
Home Phone Number	Standard
Street 1	Standard
Street 2	Standard
City	Standard
State	Standard	State (can be used for audience)	State
Zip Code	Standard
Country	Standard	Country (can be used for audience)	Country
Manager ( Reporting_to)	Custom		ManagerId
Is Manager	Custom
Office Location* (in Bamboo)	Custom		Office_Location__c
Is Manager	Custom

Run the scheduler

Now navigate to the Schedulers tab and find the SchedulerSimpplrServices option. From the dropdown, choose Run now. Your data should sync in real time. The scheduler will also run every 24 hours by default.

Edit or disconnect BambooHR

Once BambooHR is connected to Simpplr, you can edit or disconnect the integration by going to Manage > Application > Integrations > People Data and unchecking the box for BambooHR, or choosing Disconnect account.
BambooHR 3.png

Choosing Edit will allow you to make changes to your people data directly in Simpplr without disconnecting the integration. To make edits:

You'll first need to allow Simpplr access to Bamboo's data on employees, employments, groups and locations. Click the dropdown next to each main data point to see the specific data Simpplr will need to read.
Next, enter your BambooHR subdomain. this is the first part of your Bamboo url. Typically it will be your company's name.
Once authorized, you can view your existing data connections or make any changes needed to your people data.