Integrate BambooHR to map or update employee information using
profile variables and create targeted employee activities within the
application.
Prerequisites:
- 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.
-
In the navigation bar, click
.
-
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.
|
-
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.
-
In the
Finding Your API Information dialog, read about
the
API settings you need and where to find them.
You will need the four values described to configure your
connection. When you have identified the
information you need, click
Proceed.
-
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.
-
Configure authentication settings for
:
-
In the
Alida Authentication page, click
New Authentication.
-
In the
Create a new authentication page, enter the
required settings:
- Community API key
name
- API
key
- Client
ID
- Client
secret
-
Click
Create.
Result: The connection information you entered is validated and
you are returned to the
Alida Authentication page.
-
Click
Next.
-
Configure authentication settings for BambooHR:
-
In the
BambooHR page, click
New Authentication.
-
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.
-
Click
Create.
Result: The connection information you entered is validated and
you are returned to the
BambooHR page.
-
Click
Next.
-
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.
-
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.