OrgChart Now Help Guide

Table of Contents

BambooHRConnector Setup (Viewer)

Audience

Audience: Administrators Edition: Enterprise

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 Viewer.OrgChart Viewer Overview

Caution

If you are setting up a master chart in OrgChart Workbench, please see the BambooHR Connector Setup (Workbench) topic for guidance.OrgChart WorkbenchBambooHRConnector Setup (Workbench)

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. Click More > Chart Settings.

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

    BambooDataConnector.png
  3. 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

    BambooSourceDataUpdate.png

    Note

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

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

    BambooHRAddFields.png
  5. Optionally, select additional tables to query from the Additional Tables dropdown menu. Fields available from the Additional Tables selected will appear in the Additional Fields dropdown. Reference the BambooHR Additional Fields article for more information.

  6. Click Save.

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