Integrate BambooHR

About the Integration

Why integrating?

Our BambooHR integration allows you to keep your user base on Zavvy up to date - completely automatically!

Once activated, the integration will automatically:

  • create a new Zavvy user account for every new employee that you add to BambooHR,
  • automatically synchronize users’ names, email addresses job titles, departments, and managers every 24h,
  • send a Zavvy invite to that user if the 'auto-invite' option is activated. Alternatively, Zavvy will invite users automatically once they are assigned to activities on Zavvy, such as an Onboarding journey,
  • mirror your employee data (e.g., department, team, supervisor) to Zavvy so you can more easily assign journeys to certain groups of people,
  • notify managers based on the supervisor roles in BambooHR,

What data do we transfer?

The integration transfers attributes such as name, surname, email address, supervisor, title, department, and status. Please make sure to grant access to these attributes when setting up the integration.

Please note that - if the integration is enabled - changes in BambooHR will override any changes manually made on Zavvy. Attributes you manually add in Zavvy  - like an employee’s buddy - will not be changed by the integration. Any change to a user's attribute that is synced with BambooHR will always be overwritten by BambooHR.

Set up BambooHR integration

Step 1: Setup on BambooHR

Before you get started

  • Please make sure that you are an Admin both in Zavvy and BambooHR. Alternatively, ask a BambooHR Admin to help you with this setup.

Generate API Key in BambooHR

  1. Log in to your BambooHR instance as an admin user and select your name in the upper right-hand corner of the BambooHR console, then select “API keys” in the menu
  2. On the “My API keys”, generate a new API key by clicking on “Add New Key”.
  3. Give is a very descriptive name such as Zavvy and select “Generate key”.
  4. Make a note of the generated API key.

Step 2: Set up on Zavvy

Then, go to Zavvy and navigate to the integrations page and find BambooHR in the list of available integrations.

Once on the BambooHR integration follow these steps:

  • enter your BambooHR subdomain and the API key that you created in the last step.
  • If you want to send invitation emails to all your users on BambooHR immediately, select  ‘automatically send Zavvy invitation E-mails to all provisioned users.
  • <aside>👉 We recommend leaving this unchecked. You can easily invite all users later through assigning activities - one by one or in bulk. This way you make sure users are only invited once there are relevant activities on Zavvy for them.
  • </aside>
  • Select the admin user name you would like to be displayed as the sender on the invitation E-mails to Zavvy
  • select turn on daily sync for the daily synchronization between Zavvy and BambooHR.
  • Click Save settings 💥

That’s it 🎉

Note: It might take Zavvy up to 24h to sync with BambooHR. So check again on the next day to find your fresh user data on Zavvy.

Technical notes

  • Zavvy uses BambooHR’s official API to perform the integration.
  • API key to BambooHR is saved in an encrypted form to the database.
  • The data (like employee attributes) that is requested from BambooHR API is changing as Zavvy evolves as a product and supports more functionalities. As of this writing, the following attributes are synced: dateOfBirth, department, division, firstName, homeEmail, jobTitle, lastName, location, hireDate, status, supervisor, workEmail, terminationDate.
  • As of this writing, we use only the following endpoints from BambooHR:
  • Get Employee Directory to list all the employees in a BambooHR account.
  • Get Employee to fetch the required employee attributes.

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