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HR Connector: BambooHR integration

  • Updated

What does the integration do?

The Rydoo - BambooHR integration automatically synchronises 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. Changes in BambooHR user accounts (such as updated email address)will be automatically synced to Rydoo based on the 'RydooUserId' field.

  • 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 synchronisation.

     

What 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.
Email
Email
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

In case you select another field than Supervisor, the data in this filed should be the e-mail address of the approver.
Supervisor
(*configurable)
Approver
Division (can be set up as Custom Field) in BambooHR maps to a branch in Rydoo.
Branch Name = division
Branch ID = division
Division
(*configurable)
(** field limitations)
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
(*configurable)
Status
Employee number of the employee
Employee number
(*configurable)
External 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
(*configurable)
(** field limitations)
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.
** If it is planned to store historic data in the configured custom fields, we need to make sure these are historic tables instead of standard table fields.

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

Add RydooUserId as a field on the employee profile in Bamboo.

  1. Request Bamboo HR support to create Custom Field (RydooUserId) on the user profile https://help.bamboohr.com/hc/en-us/articles/216836137

  2. Editing your employees' Access Levels and set the field to be View only, for example:

  3. Provide Rydoo the alias name of the Custom Field created

 

Set up API key on BambooHR account with an Admin user

  1. Login as an Admin User to BambooHR

  2. Create a dedicated user to support the integration, with Admin Level access.

  3. Log in to the dedicated user account you just created and generate the API key.

  4. Click your name in the upper right-hand corner to get to the user context menu.

  5. In case you have sufficient permissions, there will be an "API Keys" option.

  6. 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)

 

OR 

 

Set up a Non-Employee User for the Integration

  1. Navigate to Access Level > Settings > Add a Non-Employee User

  2. Once you create the user, you can assign them to the Custom Access Level.

  3. Log in as the non-employee user you created and create an API key for Rydoo.

  4. Generate the API key > Click on your profile picture > API Keys > Add a New Key

  5. 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)

Gather your subdomain

  1. The subdomain used to access your account (If you access BambooHR at https://mycompany.bamboohr.com, then the subdomain is "mycompany")

 

Gather fields for Branch and Groups

  1. Find the BambooHR field name where Group information stored
    1. Group Name = Gather the name of the field where the information is stored. If a custom field alias name should be provided.
    2. 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.
  2. Find the BambooHR field name where the Branch information stored
    1. 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.
    2. 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.

Provide information to Rydoo

  1. Contact your dedicated Customer Success manager or in case you don't have one, send the information to connect@rydoo.com. 

Please share credentials and confidential information via a secure platform or encrypted email e.g. Dashlane.

 

    1. API key:

    2. Company Subdomain:

    3. Email address where errors should be sent:

    4. 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)