What does the integration do?
The Rydoo - BambooHR integration automatically synchronizes the following:
Employees' data from BambooHR to Rydoo
Assignment of Cost centers
Assignment of Supervisors
Specifics
New users created in BambooHR will automatically be created in Rydoo.
Any changes in BambooHR such as the assignment of supervisors or cost centers will also take place in Rydoo.
Rydoo takes care of the maintenance and mapping updates.
Daily synchronization.
How does the mapping look like?
The integration will get the employees´ from the ´Employee Directory´ as seen in Bamboo.
Employees need to have a current Hire Date (either today or in the past) and need to be assigned to an access level in order to show up in the Directory.
Field description | Field in BambooHR | Field in Rydoo |
Email of the user. This property needs to be unique in your Rydoo account. | ||
First name of the employee | First name | First name |
Last name of the employee | Last name | Last name |
Direct manager of the employee and approver in Rydoo. There can only be 1 direct manager. If there is no supervisor then there is no approver set in Rydoo | Supervisor | Approver |
Legal entity (can be set up as Custom Field) in BambooHR maps to a branch in Rydoo. | Custom Field (*configurable) | Branch |
Status of the employee
In case an alternative field is selected for users that should be active in Rydoo the following value should be stored: "Active" | Status | Status |
Employee number of the employee | Employee number | User ID |
A department in BambooHR maps to a group in Rydoo. Users can only be part of 1 cost center.
Group Id = Department Group name = Department
| Department | Group |
When a user is created in Rydoo the unique user identifier is set in BambooHR as a custom field. | RydooUserId | UserGuid |
Sync IBAN number to Rydoo from BambooHR to be able to reimburse users based on this information. | Custom field (*configurable) | Account Number |
*configurable =It is possible to select any other field from BambooHR from where the information should be synced.
Example: Instead of syncing data of Approvers to Rydoo from the standard ´Supervisor´ field of BambooHR it is possible to specify an alternative field.
Set up of the integration
Step 1: Add RydooUserId as a field on the employee profile in Bamboo.
Request Bamboo HR support to create Custom Field (RydooUserId) on the user profile https://help.bamboohr.com/hc/en-us/articles/216836137
Editing your employees' Access Levels and set the field to be View only, for example:
Provide Rydoo the alias name of the Custom Field created
Step 2:
Set up API key on BambooHR account
Login as an Admin User to BambooHR
You'll want to create a dedicated user to support the integration, with Admin Level access.
Log in to the dedicated user account you just created and generate the API key.
Click your name in the upper right-hand corner of any page to get to the user context menu.
In case you have sufficient permissions, there will be an "API Keys" option.
Generate an API key for Rydoo integration.
The permissions of the user associated with the API request will determine which fields and employees each API request is allowed to view and/or edit, hence the user for which the API keys are generated should have view and edit rights for the properties relevant to the integration. ( Get Employee directory, Update employees, Get employees)
Set up a Non-Employee User for the Integration
Navigate to Access Level > Settings > Add a Non-Employee User
Once you create the user, you can assign them to the Custom Access Level.
Log in as the non-employee user you created and create an API key for Rydoo.
Generate the API key > Click on your profile picture > API Keys > Add a New Key
The permissions of the user associated with the API request will determine which fields and employees each API request is allowed to view and/or edit, hence the user for which the API keys are generated should have view and edit rights for the properties relevant to the integration. ( Get Employee directory, Update employees, Get employees)
Step 3.: Gather your subdomain
The subdomain used to access your account (If you access BambooHR at
https://mycompany.bamboohr.com
, then the subdomain is "mycompany")
Step 4.: Gather fields for Branch and Groups
Find the BambooHR field name where Group information stored
Group Name = Gather the name of the field where the information is stored. If a custom field alias name should be provided.
Group ID = Gather the name of the field where the information is stored. If a custom field alias name should be provided. Otherwise same as Group Name.
Find the BambooHR field name where the Branch information stored
Branch Name = In Rydoo should be exactly the same as in Bamboo HR. Gather the name of the field where the information is stored. If a custom field alias name should be provided.
Branch ID = If any specific ID is required, the client should provide the name of the field where the information is stored. If a custom field alias name should be provided. Otherwise same as Branch Name.
Step 5.: Provide information to Rydoo
Contact your dedicated Customer Success manager or in case you don't have one, send the information to [email protected]. You can share via a secure platform like Dashlane to share confidential information.
API key:
Company Subdomain:
Email address where errors should be sent:
Field Mapping table:
Rydoo fields | BambooHR fields(name of the field) |
Branch Name |
|
Branch ID |
|
Group Name |
|
Group ID |
|
Rydoo User GUID |
|
Status |
|
Approver |
|
AccountNumber (optional) |
|