Creating an extended integration for BambooHR users

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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

Adding the credentials

Creating the user integration

Creating custom mappings

Creating workflows

Before you start

Best practice
For the integration with Oomnitza, create a dedicated user account.

BambooHR uses Basic authentication. A username and password are required to access the service. You can access the BambooHR website to generate an API,  as documented in the BambooHR API documentation.

Adding the credentials

To stream BambooHR user data into Oomnitza, complete the following steps:

1. Click Settings > Credentials, and then click Add new credential (+).
2. Add the information details.
3. Click the AUTHORIZATION tab.
4. Select Basic Auth as the authorization type.
5. In the Username field, enter your API Key that you generated in Before you start.
6. Use any random string for the Password. For further information, refer to the BambooHR API documentation.
7. Click CREATE. 

You use the credentials that you added to create and customize your BambooHR  integrations with Oomnitza.

Next

You use the credentials that you added to create and customize your BambooHR integrations with Oomnitza.

Creating the user integration

Info and connect details

1. From the menu, click Settings.
2. Click Integrations List View .
3. On the Integrations page, scroll down to the Extended section for User Integrations.
4. Click NEW INTEGRATION.
5. In the New User Integration sidebar, click BambooHR.
6. Click APPLY next to the BambooHR User Load, and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See Access error logs.

On the connect page, complete the following steps to connect the integration:

1. Enter a descriptive name for the integration such as BambooHR User Load. This name will be displayed on the Integrations page once the setup is complete.
2. From the User Selection list, select User plus SaaS User.
3. From the Installation type list, select Cloud.
4. From the Credentials list, select your credentials.
5. From the Integration Preferences list, select Update only.   
6. Enter the name of the user of the integration.
7. Enter the Subdomain used to access your account. If you access BambooHR at https://mycompany.bamboohr.com, then the subdomain is mycompany.
8. Click Next.

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.
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 and assign a sync key. For example, you may map the BambooHR Work Email field to the Oomnitza Email field and use as a sync key
4. Click NEXT.

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. 

Standard BambooHR to Oomnitza mappings

The following BambooHR fields can be mapped to Oomnitza:

Can Upload Photo
Department
Display Name
Division
First Name
Gender
ID
Instagram
Job Title
Last Name
LinkedIn
Location
Mobile Phone
Photo Uploaded
Preferred Name
Supervisor
Work Email
Work Phone
Work Phone Extension

Want to map more fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

When you've completed mapping the BambooHR to Oomnitza fields, click NEXT.

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. Configure your schedule.
2. Click FINISH.

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see the information that is collected now, click the tile on the Integrations page and click RUN NOW.

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

Creating workflows

You can create user workflows to reduce your workload and automate complex and repetitive tasks. For example, provided that you have the fields mapped in your integration, you could trigger a workflow to notify you every time a new asset is onboarded. To create a notification workflow, complete the following steps:

1. From the menu, click People> Workflow.
2. Click Add (+). The Begin and End blocks are automatically added to the sandbox.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For information on the type of triggers you can create, refer to Begin Block.
5. Click the Blocks tab, and drag and drop the Notification block onto the canvas.
6. Customize your Notification block so that you can receive a notification when the Begin block is triggered. For information on customizing the Notification block, refer to Notification Workflow Block.
7. Connect the blocks.
8. Validate, launch, and save your workflow.

For further information on workflows see:
 Understanding workflows
 Workflow block overview

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.