Creating an extended integration for BambooHR users

Let Oomnitza be your single source of truth!

You'll get visibility of your BambooHR users as data from BambooHR is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and BambooHR in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

• Configurable dashboards and list views of key user information
• Configurable reports to share information about users with your colleagues and management

Navigation

Before you start

Creating the user integration

Creating custom mappings

Creating workflows

Before you start

Before you can create the integration with Oomnitza, you need to have added your BambooHR credentials to Oomnitza.

To save time running the user integration you should also have added your BambooHR subdomain as a global variable in Oomnitza.

Important
The "users" fetched in this workflow are BambooHR users listed in the Company Directory. The request uses the BambooHR Get Employee Directory API. The Company Directory is a feature that can be managed and even disabled by each company in their account settings. Because of this, calling this endpoint may perform differently or not at all (if the feature is disabled) from one company to the next.

Creating the user integration

1. In Oomnitza, click Configuration>Integrations>Overview.
2. Click Integrations List View
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. Search for the integration in the sidebar or use the Search.
6. Click ADD.

Integration Overview

Before you start

More information is provided about the following fields to help you complete the integration:

Integration preferences:  By default,  Create and Update are selected. To ensure that only live user records are synced with Oomnitza, select Update Only. When you run the integration, you can check the error logs to see the records that weren't uploaded and why they weren't uploaded. Then, you can decide whether to upload the user records that were skipped by changing your integration preference back to Create and Update.
 

User selection: When you select User plus SaaS User and you have multiple instances of the same SaaS, you can choose your SaaS instance from the dropdown. If you have a single instance of the SaaS, your instance is already detected by the system.

Integration details

Procedure
To review or update the integrations details, click the pencil:

1. Update the integration name if necessary. 
2. From the User Selection list, select an option. 
3. For installation type, ensure that Cloud is selected.
4. For integration preferences, select an option.
5. Enter the name of the integration user.

Credential details

Choose one of the following options:

• Select the credentials that were created for the integration.
• Edit the credentials that were created for the integration.
• Create new credentials

Schedule

By default, user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

1. Click the pencil.
2. Configure your schedule.
3. Click Update.

Mappings

To map the fields to Oomnitza, click the pencil.

Creating custom mappings

Map the BambooHR fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
2. You have the option to create custom mappings to map any other field that you want to add to Oomnitza. To create an optional custom mapping, do the following:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field.
   4. Click CREATE. 
3. Map the BambooHR Work Email to the Oomnitza Username field (required).
4. Map the BambooHR Work Email field to the Oomnitza Email field
5. Assign a sync key to a unique field, such as the Email.
6. Click UPDATE.

Note
For all user loads, it is recommended that you map role information to an employee role in Oomnitza. Users need to have an employee role defined in order to access Oomnitza. If the role information is not available from the user load, it is recommended that you select Employee from the Oomnitza Role dropdown list. You have the option to overwrite this at a later point should the role information become available. 

Tracking information for user loads 

When the integration is run, you can track the name of the credentials that were used and the source of the data. To do this, you map the following fields to Oomnitza:   

• Connect: Credentials
• Connect: Subdomain

Standard BambooHR to Oomnitza mappings

The following BambooHR fields can be mapped to Oomnitza:

Address 1
Address 2
Can Upload Photo
City
Connector Sync Time
Country
Department
Display Name
Division
First Name
Full Name
Gender
ID
Instagram
Job Title
Last Name
LinkedIn
Location
Mobile Phone
Photo Uploaded
Preferred Name
State
Supervisor
Supervisor Email
Work Email
Work Phone
Work Phone Extension
Zipcode

Did you know? 
You can define rules for your integration by selecting Edit integration at the top of the screen. For example, you may only want to run the integration if a certain contact or region exists. See Filtering integration results.  

You can add new fields to your integration by selecting the + (Add) option. All you need to do is specify the field name and then enter the JSON path, for example {{response.email}}. See Creating custom API fields. 

Launching the integration

Your integration is in Draft mode until all the required mandatory fields are added. Once you have added all of the required fields, we recommend that you complete the following steps

1. Select Launch to activate your integration.
2. Change your Integration preferences to Update only so that no records are imported and do a Test Run.
3. Click Sync Sessions and review the status of the integration. If you encounter any errors, see troubleshooting integrations.
4. When the test run has been completed, change your Integration preferences and click Run Now.

Getting your results
To view the information that is collected about your assets, click Assets. To view the information about software, click the Software tab. To view the information that is collected about your users, click People. 

Related Links

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your users, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

See  Getting started for more information.