Integration with BambooHR

In this guide you will complete the following steps:

  1. Configure BambooHR
  2. Export Employees to BambooHR
  3. Import Employees from BambooHR
  4. Export/Import Data
  5. Synchronize Employees
    1. Configure BambooHR
      1. To get started, Login to your BambooHR Account.
      2. Click on "API Keys" and load API Keys Page as shown in the image.
      3. Click on "Add a new key" button to add Key.
      4. Key will be populated in the "Valid API Keys" table.
      5. Load BambooHR page in SimplePay (Add-Ons >> BambooHR)
      6. Enter BambooHR company URL
      7. Copy API key as shown in above image and paste in SimplePay (Add-Ons >> BambooHR)
      8. Press Save Settings Button.
      9. After settings are saved, you can Export / Import employees to/from BambooHR.
    2. Export Employees to BambooHR
      1. Press Export Employees button, it will export all employees created in SimplePay to BambooHR.
      2. In BambooHR load Dashboard to view imported employees.
      3. After exporting, any updates made in SimplePay Employee page will automatically be updated in BambooHR.
    3. Import Employees from BambooHR
      1. Press Import Employees button, it will populate employees list in SimplePay.
      2. User can select which employees are to be imported in SimplePay
      3. Data can also be updated before importing employees in SimplePay
    4. Export/Import Data
      1. Data in following fields will be exported/imported between SimplePay and BambooHR

        Custom ID, First Name, Last Name, Middle Initials, Email, Address, City, Province, Post Code, Phone (Res), Phone (Cell), Date Of Birth, Date of Hire, Department, Designation, Status, Social Insurance Number (SIN), Date of Termination, Hourly Pay Rate

    5. Synchronize Employees
      1. SimplePay provides option, to synchronize data for employees which have been updated in BambooHR.
      2. Employees for which data has been updated in BambooHR, will be listed under Synchronize Employees panel.
      3. User can press Synchronize Employees button to update employee data in SimplePay.
    6. NOTE: Employee ID,Given Name,Last Name,Initials,Email,Address,City,Province,Post Code,Phone,Department and Designation will be synchronized.
      Employee Status will not be synchronized.