The BambooHR - Firstbase integration streamlines your onboarding, updating, and offboarding processes.
This guide will walk you through the steps to set up the integration using either one of two available options:
Integration Steps - Connecting using BambooHR Credentials
1. Login to the Firstbase App and visit the "Integrations" Page
2. Find BambooHR in the list of "Available Integrations" and click on it to start connecting to your BambooHR account.
You'll be presented with two options:
- Use my credentials
- Use my API key or access token
Select "Use my credentials":
3. Verify Administrator Role
You must be an administrator of BambooHR to link to Firstbase successfully. If you're an admin, click "I am an admin" to proceed.
4. Review Data Permissions
Review the types of data Firstbase can read:
- Employees
- Employments
- Groups
- Locations
Click "Next" to continue. Note: By proceeding, you agree to the End User Terms.
5. Enter your BambooHR Subdomain
Enter the subdomain for your BambooHR account. For example, if you sign in at "acme.bamboohr.com", enter only "acme" in the field provided.
6. Log in to BambooHR
Click "Open window" to log in and connect your BambooHR account. You'll be prompted to enter your BambooHR credentials in a new window.
7. Confirm Integration
After successful authentication, you'll receive a confirmation that your BambooHR account is now integrated with Firstbase.
Integration Steps - Connecting using BambooHR API Key
If you chose to use an API key:
- Follow steps 1-4 from above.
- Instead of entering your subdomain, you'll be prompted to input your API key.
- Find your API key in your BambooHR account settings.
- Copy and paste the API key into the Firstbase integration window.
Your API key should look something like this
Once you copy your API key, simply paste it on your Firstbase window pop up and you should be good to go!
Need Help?
If you encounter any issues during the integration process, click on "See detailed instructions with screenshots" links provided in the interface, or contact our support team for assistance.
Remember: Always ensure you're using the correct credentials and have the necessary permissions in BambooHR before starting the integration process.