Setting up the Bamboo HR Integration

Set up new starters automatically (and sync existing users) via BambooHR. Keep all your data in sync.

Why set up the Bamboo HR integration?

• Have new joiners set up automatically
• Sync all existing users
• Full name, Email, Team and Job title pulled in and kept in sync automatically 

How do I get access to the Bamboo HR integration

The Learn Amp team will need to enable the integration for you to access the details. Please contact us to get this set up for you. After this, the setup will be visible for admins and owners by clicking their profile image > Integrations > Bamboo HR

Is there anything I need to do before setting up?

Setting up teams and managers

We advise that you map your teams and managers before setting up the integration.

The reason for this is that the manager is set on the individual within Bamboo HR whereas within Learn Amp, your 'Primary Team' dictates your manager (whoever manages your 'Primary Team' manages you, if your Primary Team changes, your manager changes)

By setting up the teams and their managers first, users will automatically slot into the right team and be assigned the right manager for them.

Notes:

• Managers can view team members details, objectives, 1-to-1s, set tasks for them etc.
• Primary team will be set based on the BambooHR department

Set up teams and managers:

1. Invite your managers in via bulk CSV upload  (+ icon > People > Many users > Upload CSV) [< 5 mins]
2. Set up your teams, including listing who the manager is (+ icon > Team > fill in details) [< 5 mins]

(View our ideas on future improvements to the way teams and managers will be set up at the bottom of this article)

To set up your Bamboo HR integration:

Note: All users must have a valid email address  in Bamboo HR  for the integration to work

1. Log in as administrator to your Bamboo HR account
2. In right upper corner, click your avatar and select API Keys from the menu
3. Click Add New Key 
   
4. fill in API Key Name
5. Click Generate Key button
6. API Key would appear
7. Please click COPY KEY and paste it into corresponding field above
8. Please fill in Company's subdomain with your Bamboo HR subdomain
9. On Bamboo HR page please click Done button
10. Click Save button above

To enable instant updates with Bamboo HR integration:

1. Log in as administrator to your Bamboo HR account
2. In right upper corner, click the gears icon
3. If you need assistance with these Bamboo HR settings, please view the help documentation
4. In the menu below Account select Webhooks
   
5. If you cannot see this option, please contact Bamboo HR customer support
6. Click Add Webhook
7. In the form please fill in Webhook Name
   
8. From dropdown What fields do you want to monitor? select fields, which should trigger webhook
   
9. From the What fields do you want to post? please select user's attributes, which you would like, to be in sync with Learnamp.
   We support synchronisation of the following Bamboo HR fields:
   • Status
   • First Name
   • Last Name
   • Job Title
   • Work Email
   • Department (mapped to Primary Team)
   • Location
   • Hire Date
   
   
10. Please select JSON in What format should the data be in?
11. Please fill in Where should the data be posted? with:
    Bamboo HR Webhook URL

     Copy
12. Within When should the data be sent? please select, how often you would like, the notification to be sent.
    For example, to send notification once a day at midnight, from Hour dropdown select 12 AM
13. Click Save to finish

Please note that Work Email field within Bamboo HR is required for each employee, to fully migrate employees into Learn Amp