OrgChart Now Help Guide

Table of Contents

BambooHR Connector Setup

Audience

Audience: Administrators

Overview

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.

    5_2_1_CS_Source.png
  3. Click on the Excel icon (under the Main Data Source heading), and then double-click the BambooHR icon.

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

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

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

    • Password: The API Service User's BambooHR password

    5_2_1_BambooConfig.png

    Note

    Note: DO NOT annex ".bamboohr.com" 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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