Overview
People Insight can seamlessly import all your employee data directly from BambooHR using the BambooHR Reports API. The setup process is straightforward and can typically be completed in one session without any need for technical support.
Step 1: Set Up the BambooHR Report
Start by creating a Custom Report in BambooHR that includes the required fields. You will need to click on "Reports" in the top navigation and then click on "New Report"
At a minimum your report must include the following fields:
First Name
Last Name
Employee #
Work email
If you wish to run Lifecycle survey (Joiners' and Leavers') then you will need to include:
Hire Date
Termination Date
And you would like to filter on further characteristics or demographics in your dashboard please do include the fields on which you might want to filter e.g.
Supervisor ID
Supervisor name
Job Title
Department
Division
Location
Department
Team
Length of service
You may need to look in different sections to select these fields, for example: Work Email is available in the Personal section.
📌 Mapping of the fields in People Insight's Organisation Directory. The good news is that we will map the fields from your report in our system. You don't have to worry about that.
Finding Your Report ID:
To set up your integration, you'll need the report identifier for your custom report. You can find this by accessing your custom report as usual. In your browser's URL bar, you'll see something like https://acme.bamboohr.com/reports/report.php?id=123. The Report ID is the number at the end of the URL— in this example, it's "123".
Step 2: Create an API Key in BambooHR
To create your API Key:
Log in to BambooHR using the user account you want to associate with the API key.
Click on your profile image in the top right corner of the window.
Select "API Keys" from the dropdown menu.
Click "Add New Key" to generate a new API key.
Copy the API Key value, which will look something like:
333e42ef58a08755f84aa4877399ca355639829d.
Step 3: Add the Integration in People Insight
Now that you have your Report ID and API Key, it's time to add this information to People Insight. To do this, click on invitation email - or - go directly to the Organisation Directory.
To get the integration up and running, you’ll need to enter three pieces of information from your BambooHR account in the HRIS integration section.
Subdomain
API Key
Report ID
Once you are done, hit save and the let us know us that you've done this step by dropping us an email. We will then complete the mapping. At this point, you can ask us whether you want us to enable automatic syncs or not.