BambooHR Integration

Integrating BambooHR with Compyl allows you to better manage your employee data in alliance with security and compliance goals.

Generating a BambooHR API Key

  1. Login to your BambooHR account and click your profile picture in upper right-hand corner of the page to get to the user context menu.

    If you have sufficient permissions, there will be an API Keys option in that menu.


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    How to Modify User Permission Levels:

    Using the Access Levels option under Settings, you can set permission levels for your users to full access, no access, or some preset permission levels: employee, manager, or custom. Remember that the API key inherits the permission set of the user. If a user doesn’t have access to X field, then the API key they generate won’t have access to that field either.


  2. Navigate to the API Keys page then click Add New Key to create a new API key.


  1. Name your API Key and click Generate Key


  1. Copy the API Key from the popup and store it in a secure location for the next step.


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Warning

This is the only time the API Key will be visible. If you lose this you will need to generate a new one.


Add Configuration

  1. Navigate to the Integrations tab using the left-hand menu, and select BambooHR


  2. Click the Add Configuration button and fill in the details below:



Name: Enter the name of the integration

is Enabled: Toggle button to ensure data is populated into Compyl

Base URL: The subdomain used to access your account (e.g. Given https://my_company.bamboohr.com, your subdomain would be my_company)

Key: The API Token you generated above


Once you have completed filling out the form click Save Configuration.


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Note

To check if the integration is connected, navigate to the Integrations page in Compyl. If the Status icon shows an unbroken link in the right-hand corner, your integration is properly connected.



This integration syncs daily.

To query the data from the integration, refer to the Query Builder article.


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