BambooHR Integration

Contents

• What can you do with a Dado-BambooHR integration?
• What data is exchanged between Dado and BambooHR?
• How to set up the BambooHR integration
  • 1. Create an API key in BambooHR
  • 2. Set up the integration in Dado
  • 3. Add BambooHR as a user import source
  • 4. Syncing user data from BambooHR

What can you do with a Dado-BambooHR integration?

The Dado <> BambooHR Integration allows you to:

• use BambooHR as a source for importing users and updating user data
• let employees answer questions in Dado and sync the answers to the employee's BambooHR profile

What data is exchanged between Dado and BambooHR?

BambooHR data accessible to Dado:

Dado connects to BambooHR via their API, using an API key generated by a particular BambooHR user. Dado can in theory access any data in BambooHR accessible to this user.

In practice, which data is synced to Dado is determined by you, when you set up BambooHR as an import source and select which fields should be imported (see 'Adding BambooHR as a User Import Source' below).

Once the integration is set up, Dado will import data for all users in BambooHR. That means it is not possible to restrict Dado's access to a subset of the users in BambooHR.

Dado data accessible to BambooHR:

• Data collected via 'Answer question', 'Choose option' or 'Provide address' sub-tasks, via data destination settings (read more about this)
  • You can manually set these sub-task types to sync user's input back to a BambooHR field that you specify

How to set up the BambooHR integration

1. Create an API key in BambooHR

• Log in to BambooHR and click your name in the upper right-hand corner of any page to get to the user menu
• If you have sufficient permissions, you will see "API Keys" in this menu. Click on this menu item.
• Generate an API Key and copy it.
• While you're here, also make a name of your BambooHR subdomain. This is the part of the URL for your BambooHR account that comes right before .bamboohr.com
  • For instance, if the URL is https://acmecorp.bamboohr.com, then your BambooHR subdomain is acmecorp

2. Set up the integration in Dado

• Log in to Dado and navigate to Organization in the top navigation. 
• Under Organization, choose Integrations from the left-side menu. A list of integrations is shown – click BambooHR.
• You’ll be asked to enter the Subdomain and API key you created in the previous step.
• Click save.
  • It may take a few seconds to finalize the connection with BambooHR. The connection has been successfully set up when you're returned to the Integrations page.

3. Add BambooHR as an import source 

• Next, head to Users > Import Source
• On the top right, click "Add Import Source" and click BambooHR in the modal that appears.
• A new modal will appear that lets you select which data you wish to sync from BambooHR to Dado, by mapping BambooHR fields to Dado fields.
  • to prevent a field being synced to Dado, click the small x at the end of the row for that field mapping
  • to add an additional field, scroll down to the bottom of the list of field mappings, and click 'Add field'

• When you're happy with the field mappings, click 'Connect'

  

• You can always change what data is imported into Dado by returning to Users > Import Sources, and clicking on BambooHR. This will show you a list of the field mappings, and enable you to edit, delete or add more mappings.

  

4. Syncing user data from BambooHR

After setting up the BambooHR integration, you're ready to import users. 

• Go to Users > User Imports
• Click the "Import now" button on the top right of this screen to create a new import. You can then follow the instructions in the article View and Apply User Imports.