Integrate BambooHR

Integrate BambooHR to map or update employee information using profile variables and create targeted employee activities within the application.

• You must have login credentials for your organization's BambooHR account.
• To install, please contact your Alida Customer Success Representative or open any Customer Service and Support integration in App Center and click Learn More.

1. In the navigation bar, click Product Settings > App Center - App Directory.
   
2. Install BambooHR using one of the following options:

   Option	Description
   App Directory	Click Install in the App Directory, under BambooHR.
   App Details page	Click the BambooHR application icon in the App Directory. The application redirects you to the App Details page in the App Directory. Click Install.

3. If this is your first time installing something from the App Directory, review the terms and conditions, select I accept the terms and conditions, and click OK.
4. In the Finding Your API Information dialog, read about the Community API settings you need and where to find them. You will need the four values described to configure your Community connection. When you have identified the information you need, click Proceed.
5. The configuration for the App is completed in a separate pop-up window. If you are prompted to disable pop-up blockers, follow the instructions in your browser's documentation to temporarily or permanently disable pop-up blockers for the site.
6. Configure authentication settings for Community:
   1. In the Alida Authentication page, click New Authentication.
   2. In the Create a new authentication page, enter the required settings:
      • Community API key name
      • API key
      • Client ID
      • Client secret
   3. Click Create.
      The connection information you entered is validated and you are returned to the Alida Authentication page.
7. Click Next.
8. Configure authentication settings for BambooHR:
   1. In the BambooHR page, click New Authentication.
   2. In the Create a new authentication page, enter the required BambooHR authentication settings.
      The settings required depend on the environment you are authenticating with. An API key is required for sandbox environments. Base URL, username, and password values are required for production environments.
   3. Click Create.
      The connection information you entered is validated and you are returned to the BambooHR page.
   4. Click Next.
9. In the Map the Fields to Data Sync page, select the fields to map by clicking Add a new mapping and choosing the BambooHR field on the left and the Alida profile variable to map it to on the right.
   At a minimum, you should map the first name and last name fields.
10. Click Finish.

The BambooHR integration begins installing. When it is complete, the application displays a notification message that says BambooHR was successfully installed. BambooHR now appears on the Installed Apps page. You can click on the link in this page to manage the app if your settings change.