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
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.
The integration uses the BambooHR Get Employee Directory API and returns only "Active" employees.
Creating the user integration
- In Oomnitza, click Configuration>Integrations>Overview.
- Click Block view .
- On the Integrations page, scroll down to the Extended section for user integrations.
- Click NEW INTEGRATION.
- Search for the integration in the sidebar.
- Click ADD.
Integration details overview
More information is provided about the following fields to help you complete the integration:
User selection
Select User only to add user records to the User object.
Select User plus SaaS user to add user records to the User object and the SaaS object.
The benefit of adding SaaS user records is that you can run a SaaS user workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that you can retrieve about SaaS users depends on the availability of SaaS user workflows for the integration.
If you have already added records to the SaaS object from a previous integration, you are prompted to select it from the Software SaaS Selection list.
Installation type
Select Cloud if you want to store credentials in the Oomnitza cloud.
Select Local if you want to store credentials locally. Local extended integrations do not support AWS and OAuth authentication. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select Cloud.
Integration preferences
By default, the option Create & Update is selected, which allows for editing existing user records and adding new ones. If your goal is only to edit existing user records, choose Update Only. On the other hand, if you only want to add new records, select Create Only.
Integration details
Procedure
To review or update the integrations details, click Edit :
- Update the integration name if necessary.
- From the User Selection list, select an option.
- Select an installation type.
- For integration preferences, select an option.
- Enter the name of the integration user.
Credential details
If you selected Cloud as the installation type, 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, data is synced once every day.
You can configure the schedule to match your requirements such as changing the interval or changing the time so that the data is streamed when your system isn't busy.
- Click Edit .
- Configure your schedule.
- Click Update.
Mappings
To map the fields to Oomnitza, click Edit .
You can define rules for your integration by selecting Edit integration on the mapping page. 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 Add new field on the mapping page. All you need to do is specify the property name. See Creating custom API fields.
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:
- 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.
- 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:
- Click the down arrow on the field that you want to map.
- Select Add new Oomnitza users field.
- Change the name of the field.
- Click CREATE.
- Map the BambooHR Work Email to the Oomnitza Username field (required).
- Map the BambooHR Work Email field to the Oomnitza Email field
- Select the Role field on the Oomnitza mapping side.
- Choose a suitable role from the list (a defined role is necessary for the integration)
- Assign a sync key to a unique field, such as the Email.
- Click UPDATE.
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
Status
Supervisor
Supervisor Email
Work Email
Work Phone
Work Phone Extension
Zipcode
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, select Launch to activate your integration.
If you selected Cloud as the installation type when creating the integration, refer to Running an extended integration
If you selected Local as the installation type when creating the integration, refer to Running an extended integration locally.
Viewing data ingested by Oomnitza
Viewing ingested asset data
For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.
Viewing ingested user data
For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab.
Related Links
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.
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