If any of the screenshots below don’t match what you’re seeing, please contact support.
You’re going to follow a 4 step process:
- Create a new access level in BambooHR
- Create a new non-employee BambooHR user with that access level
- Create an API key for that user
- Give Blissbook the information it needs to fetch that API key
You're doing steps 1 & 2 because you might leave your company some day and this prevents everything from breaking when you leave. If you’re never going to leave your company, you can skip right to step 3.
Pay attention to the pink boxes in the screenshots below!
Step 1. Create a new Custom Access Level
You'll be giving your new user this access level. After you sign in to BambooHR, click Settings in the top right:
Then click Access Levels in the gray left menu , then the +/lock icon next to “Levels” , then Custom Access Level :
Name your new access level:
Skip this step by clicking Next Step (Blissbook does not need edit access to anything):
Give Blissbook View Only access to all Personal data , then click Job :
Grant Blissbook View Only access to Hire Date , Original Hire Date , Employment Status , and Job Information , then click Save and Finish :
2. Create a New Non-Employee User
Next we will add a non-employee user using the access level you just created (Blissbook).
Enter a name and email address you will remember [1, 2, 3], choose the “Blissbook” Access Level that you just created [4, 5], and click Save .
Special Email Address Note:
You must be able to receive email at the email address you use so you can set your password.
You cannot use an existing employee email address (including yours).
Some email servers (gmail is one) allow you to add a “+” and a string of characters to your current email address to create an alias… such as: firstname.lastname@example.org.
- Use a group email address like email@example.com
- Have your IT dept. create a new email address for you
- Create a free gmail/yahoo/etc. account
- If all else fails, contact us for help at firstname.lastname@example.org
Write down this email address!
Within a few minutes, you will receive an email that looks like this. Click the Choose Your Password link:
When the page loads, choose your password and don’t forget to write it down!
3. Create Your API Key
Log Out of BambooHR:
Log In to BambooHR as the new user you just created:
Go to the API Keys section of BambooHR:
Click the “+ Add a New Key” button to create a new API key:
4. Enable Your Integration in Blissbook
Go to the Sync tab of your People page in Blissbook (click ORGANIZATION in the main nav, then choose the SYNC tab) and click the Connect button next to "Via a BambooHR Integration".
Enter your account subdomain and the Login Information using the non-employee BambooHR user you created in step 1, then click the Install BambooHR button.
Eat a whole box of Oreos because you’re done!