Our BambooHR Sync Integration will turn the employees in your BambooHR account into Org Members within your Blissbook account, then keep said Org Members in sync with BambooHR on a nightly basis.
For an employee to be properly synced over from BambooHR, they must have a valid work email address. Also, if you set Blissbook to sync employees on their hire date, their hire date must be the current day or earlier. See section 4 at the bottom of this guide for more details.
If any of the screenshots below don’t match what you’re seeing, please contact support.
You’re going to follow a 3 step process:
Create a new access level in BambooHR
Create a new non-employee BambooHR user with that access level
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!
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. 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.
4. Bonus Round: Customize Your Sync
Once you're set up, you can adjust 2 settings:
Choose which fields to sync over as Groups. You can use Groups to personalize the content that users see.
The timing of when Blissbook will sync users. Choose either (A) when someone has a valid account in BambooHR (with a work email address) or (B) only people with a today-or-earlier hire date (e.g. ignore people with a future hire date).