BambooHR Connector

Overview

The BambooHR connector lets admins in Firstbase Workflows to reference employee information to trigger events directly in Firstbase.

Common Use Cases Include:

• Reference employee type to create separate onboarding and offboarding experience for contractors, interns, and FTEs. 
• Use manager data to involve hiring managers in the hardware selection process. 
• Merge BambooHR data & Firstbase data to keep other internal systems up to date. 

Connection Overview

BambooHR API Key:

This connector uses a BambooHR API key which is the standard mechanism BambooHR provides for direct, system-to-system API integrations. 

To connect to BambooHR, you will need:

• Your BambooHR Subdomain (https://<mycompany>.bamboohr.com)
• A BambooHR API Key

BambooHR API keys are generated per-user and inherit that user's own permissions in BambooHR. Because of that, Firstbase recommends generating the API key from a dedicated integration rather than a specific team member's personal BambooHR login. An integration tied to one employee's personal account breaks when they leave, and is harder to scope permissions than on a purpose-built integration account.

Integration User Setup

Step 1 – Create a Custom Access Level 

To create an integration user, a BambooHR administrator will go to Settings -> Access Levels. Next to Level, click the + button to create a “Custom Access Level”. 

Add a name in basic info and click “Next Step”. Skip “What this Access Level Can Do”. 

Under “What this Access Level Can See”-> “See About Other Employees”, add read only to the recommended scopes below:

Click “Save & Finish”

Step 2 – Create a Non-Employee User

Click into the newly created access level. At the right, click the cog, and then “Add a New Non-Employee User”. 

Add a “First Name” and “Last Name” and then add a dedicated integration email. 

Step 3 – Create Password & Login

An invite will be sent to the integration email inbox. Finalize setup by setting a password. 

Generate an API Key

Step 1 – Find your BambooHR API Key

Click on My Account -> API Keys. Click “New API Key”. Add an API Key Name. Copy the Key and store it somewhere safe. You will not be able to see the Key again after close the window. 

Step 2 –Create a New Key

Click “New API Key”. Add an API Key Name. Copy the Key and store it somewhere safe. You will not be able to see the Key again after close the window. 

Setup in Firstbase Workflows

This credential can be saved as a global credential, reusable across every workflow that needs BambooHR access, or scoped to a single workflow.

Step 1 – Navigate to Workflows

In the Firstbase platform, as an admin, click the Workflows tab.

Step 2 – Create the new credential

In Workflows, click Credentials -> Create Credential (top right) -> Type "BambooHR API".

Enter your companies’ subdomain and then the API Key you generated. Click Save.

Step 3 – Using the credential in a workflow

In a BambooHR node, open the node and under Credential select your newly created credential.

Questions? Reach out to your Firstbase Solutions Engineer or Customer Success Manager