Synchronizing custom attributes from Personio or BambooHR with Leapsome

You can synchronize custom attributes from Personio or BambooHR with Leapsome. This article will outline why this might be helpful and how you can add custom attributes to the synchronization. 

Custom Attributes

Within your HRIS, some attributes are already pre-installed by the provider. Such attributes usually cover basic employee information, such as the first name, last name, or department. However, in some cases, you might have added additional attributes to make the HRIS better fit your company’s needs. For example, you could have added sub-teams, office locations, or custom levels as custom attributes to your HRIS. 

Syncing custom attributes from your HRIS allows you to have more detailed information about your teams in Leapsome. Like that, you can create an experience tailored to the needs of specific groups of employees. You no longer need to add and update this information on your own, as the integration will automate this process. 

Your custom attributes from the HRIS can be used to populate the following fields in Leapsome:

• Teams
• Levels
• Leapsome custom attributes

If you want attributes from your HRIS to sync with Leapsome custom attributes, please create these attributes in Leapsome first. To reduce manual workload, please format Custom Attributes, that can have a large number of different values, as 'Text'. Learn more about setting up custom attributes in Leapsome in this article.

Syncing Custom Attributes with Leapsome

This guide will show you how to add your custom attributes to your existing integration with Personio or BambooHR. Learn how to set up an integration with an HRIS in this section.

Setup with BambooHR

An initial sync needs to be completed to activate the synchronization of custom attributes. Once your integration is set up, admins can select custom attributes to sync with Leapsome. To do that, visit the integration settings for BambooHR in Leapsome. 

There, click on 'Sync custom attributes'. In the popup window, you get presented with all custom attributes from BambooHR that you can sync with Leapsome. For each attribute from BambooHR you want to sync, you have to select an attribute in Leapsome that it should represent. After you finished the mapping, confirm your settings by clicking 'Save and update'. After that, kick off the new synchronization by clicking 'Update & Synchronize'.

From now on, your selected custom attribute(s) from BambooHR should automatically be synced with Leapsome.

Setup with Personio

In Personio's API settings, make sure that the custom attributes you want to use in Leapsome can be accessed via the API.

To activate the synchronization of custom attributes, an initial sync needs to be completed. Once your integration is set up, admins can select custom attributes to sync with Leapsome. To do that, visit the integration settings for Personio in Leapsome. 

There, click on 'Sync custom attributes'. In the popup window, you get presented with all custom attributes from Personio that you can sync with Leapsome. For each attribute from Personio you want to sync, you have to select an attribute in Leapsome that it should represent. After you finished the mapping, confirm your settings by clicking 'Save and update'. After that, kick off the new synchronization by clicking 'Update & Synchronize'.

From now on, your selected custom attribute(s) from Personio should automatically be synced with Leapsome.

Troubleshooting

Please make sure that the person configuring the integration in Leapsome is also an admin for the HRIS you want to integrate with. 

If your HRIS seems to not populate the values within Leapsome, this can have two reasons. Please make sure that you properly defined your Custom Attribute as the target attribute in the 'Sync custom attributes' menu within Leapsome's integration settings. In addition, please make sure that if you are using a 'Dropdown' type custom attribute, you have set up all dropdown options in the same spelling as in your HRIS. Otherwise, your HRIS will not be able to assign these values to users. To reduce the workload caused by setting up all dropdown options manually, you can simply set your Custom Attribute up as 'Text' type. Like that, all values that are in your HRIS for that attribute will be displayed in Leapsome without any manual work needed.