OrgChart Now Help Guide

Table of Contents

BambooHR Connector Setup


Audience: Administrators


Administrators can import data directly from BambooHR into OrgChart Now. The following article provides step-by-step instructions on how to import BambooHR data into OrgChart.

The following information is required to complete set up (Reference the BambooHR Configuration article for more information.):

  • Subdomain

  • User ID

  • Password

Setting up a BambooHR Connector in Viewer
  1. Log in to OrgChart.

  2. Click More > Chart Settings. The Source panel is displayed.

  3. Click on the Excel icon (under the Main Data Source heading), and then double-click the BambooHR icon.

  4. Enter the following information in the BambooHR configuration panel:

    • Subdomain: The subdomain used to access your account (If you access BambooHR at, then the subdomain is "mycompany")

    • User ID: The API Service User's email in BambooHR

    • Password: The API Service User's BambooHR password



    Note: DO NOT annex "" to the end of the Subdomain.

  5. Select any Additional Fields you wish to import from the Additional Fields dropdown menu.BambooHRAdditional Fields

  6. Optionally, import data from a custom BambooHR table, or pull additional fields. Reference the BambooHR Additional Tables and BambooHR Additional Fields articles for more information.

  7. Click Save.

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