BambooHR Integration

Our BambooHR integration allows you to keep your user base on Leapsome up to date - completely automatically!

What the integration does

Once activated, the integration will automatically

• create a new Leapsome user account for every new employee that you on-board on BambooHR - we will automatically synchronize the user's name, email address, job title, department and manager, 
• send a Leapsome invitation to that user if the 'auto-invite' option is activated. Alternatively, you can manually invite users by re-sending open invites on your team admin page,
• create 'teams' on Leapsome for every 'department' that you have created in BambooHR. Members of the department will automatically be assigned to the corresponding team on Leapsome,
• assign direct manager rights on Leapsome based on your supervisor roles in BambooHR - no need to re-establish your reporting lines,
• update all of the above based on your changes in BambooHR. Changes may take up to 24 hours to be reflected on Leapsome.

If the integration is enabled, changes in BambooHR will override any changes manually made on Leapsome, apart from the team.

Teams you manually added in Leapsome will remain active and not be changed by the integration, whereas teams that are synched from BambooHR would be overwritten if you change a user's team in BambooHR.

The synchronization updates your data on a daily basis, so changes in BambooHR may take up to 24 hours to be reflected in Leapsome.

Setup

Before you get started

• Please make sure that both 'status' (set to active) and email address need to be set in BambooHR, otherwise, the employee will not be synchronized.
• Please make sure that you are an admin in both Leapsome and BambooHR

Setting up the integration

• In your Leapsome Settings, navigate to 'Integrations' go to the 'HRIS' tab and select 'BambooHR'. 
• Tick the 'Enable integration' checkbox and enter your BambooHR subdomain.
• Click 'Update / Synchronize'.
• You will be redirected to BambooHR (and might have to log in) - once authenticated, you will be redirected back to Leapsome and the initial sync will start automatically.
  
  

Optional settings

• If you enable the option 'Automatically send Leapsome invites to new employees', each user who is (newly) synced from BambooHR will automatically receive an invite to join Leapsome. If you disable this option, we will sync the employee data but not send an invite. You can then manually send the invite from the 'Edit users & teams' tab.
• If you enable the option 'Automatically reactivate Leapsome accounts of employees that are marked as active in the source system', Leapsome will automatically reactive a user once the status in BambooHR of that user got changed back to 'active'. 

Additional customization of the integration

Synchronizing custom attributes

Once your initial synchronization has been set up successfully, you have the option to include custom attributes from BambooHR (e.g. Cost Center, Education, Subcompany, ...) to the synchronization. This article shows you how to set that up. 

Exclude users from the synchronization

It is also possible to only synchronize only a part of your userbase in BambooHR with Leapsome. This allows you to exclude people from automatically being imported to Leapsome, based on a custom attribute (e.g. certain countries or divisions). Before setting this up, please make sure you have successfully set up the general synchronization, and (if needed) also activated the synchronization of custom attributes.

To then exclude specific user groups from the synchronization, follow these steps:

• Go to the Integration Settings in Leapsome and visit the HRIS Tab for BambooHR
• Open the custom attributes mapping 
• Within the list, find the attribute you want to base the exclusion on (e.g. Employment type)
• Enter the value of the attribute that should be used to identify users for exclusion - Please note: This needs to be the exact same value as it can be found in BambooHR 
• Confirm your entry by pressing enter
• Repeat this procedure for as many attributes as you need

Frequently Asked Questions

I receive the error 'We recently had trouble synchronizing your employee directory. Please double-check your credentials'. What can I do?

If you are currently setting up the integration, please make that you have only entered your subdomain in the respective text field in Leapsome (i.e. 'mycompany' instead of 'mycompany.bamboohr.com). Otherwise, Leapsome can not establish a connection to your BambooHR account.

If you have checked this, you may need to re-authenticate. To do this, click 'Update & Synchronize' in the bottom right corner of the BambooHR integration page in Leapsome. You may be redirected to BambooHR and asked to login. Afterwards, the synchronization should start. Please note, that this may take up to a few hours to be completed, depending on your team size. 

I have a temporary manager set up in BambooHR, but this information is not reflected in Leapsome. Why is that?

If a manager is on leave, you may have set up a temporary manager in BambooHR that should cover for this manager during their time off. Due to the architecture of BambooHR, Leapsome does not update the 'Primary manager' with temporarily set up managers in BambooHR. Instead, you can manually add the temporary manager as 'Additional Manager' in Leapsome. This article shows you how this can be done.