BambooHR integration with Simpplr

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:

  1. Go to Manage > Application > Integrations > People data.
  2. Click Add integration.
    Bamboo HR new workflow enablement.gif
  3. Select BambooHR.
    Bamboo HR enable.png
  4. 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/Salesforce 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:

  1. 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.
    BambooHR 4.png
  2. Next, enter your BambooHR subdomain. this is the first part of your Bamboo url. Typically it will be your company's name.
    BambooHR subdomain.gif
  3. Once authorized, you can view your existing data connections or make any changes needed to your people data.
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