Integrating your BambooHR account with TravelPerk allows you to easily import user information from your BambooHR company directory, reducing the effort of managing users and keeping data consistent.
What can you do with this integration?
- Synchronize TravelPerk users with BambooHR company directory: create new users or delete users.
- Select which users to sync: only from certain departments/ locations or from the whole directory.
- Keep user information up-to-date: names, middle names, and surnames; emails; work phones; gender.
- Manually trigger data synchronization or set up automatic synchronization.
Please note: You need to be a TravelPerk admin and a BambooHR admin with access to the company hierarchy to correctly configure this integration.
To find out how to configure the correct BambooHR access, read this article:
What you'll learn in this article:
- How to link your BambooHR account with TravelPerk
- How to configure your BambooHR integration settings
- Syncing your data
- How to regenerate your BambooHR API key
- How to delete BambooHR integration from your TravelPerk account
How to link your BambooHR account with TravelPerk:
- Go to Company settings, then Apps.
- Click on the Integrations tab.
- Look for the BambooHR integration and click on Set up.
- Enter your BambooHR company subdomain and click on Authenticate.
- You will be directed to sign in to your BambooHR account. Remember that you need to be an admin with access to the company hierarchy in BambooHR.
After signing in, you will have access to the Integration settings and Sync sections, where you can define which data to import and when.
How to configure your BambooHR integration settings
In the Integration settings section, you can define which users and which information should be synced.
Who should be synced?
With this integration, users will be automatically created or deleted in TravelPerk to sync with your BambooHR company directory. You can opt to sync your entire company directory or filter users based on Locations or Departments.
Locations
You can choose one of these Location options:
- All: will import the users that have an assigned location.
- Selected:
- This will show a list of available locations.
- At least one location needs to be selected.
- Only the users from the selected locations will be synced with TravelPerk. For example, if you select "Barcelona" and "London", only the users from these 2 locations will be synced.
Departments
You can choose one of these Department options:
- All: will import all the users that have an assigned department.
- Selected:
- This will show a list of the available departments.
- At least one department needs to be selected.
- Only the users from the selected departments will be synced with TravelPerk. For example, if you only select "Finance", only the users from the Finance department will be synced.
Location and Department selectors can be combined. For example, you can configure to sync users from "Barcelona" that work in the "IT" department.
Which information should be synced?
You can also choose which specific employee information to sync for your selected users.
Employee information
- All: will import all user information.
- Selected:
- This will allow you to decide which optional fields to sync.
- The integration always syncs the work email, first name, last name, gender, and date of birth of the user, as it's the minimum required to create a user record.
- Optional fields: You can leave out middle name, work phone, or cost center.
Setting a Travel Policy for new employees
In the last section of your Integration settings, you can choose a default Travel policy to be assigned to new users created from the BambooHR integration. Select an existing travel policy from the menu and you are all set! (Existing users won't be affected by this setting)
Don't forget to click on Save changes to reflect any changes made to your Integration settings.
Syncing cost centers
You can define which field from BambooHR should be used to set a user's cost center in TravelPerk. Cost Centers will be created automatically if they don't exist at the moment of syncing the information. To know more about managing cost centers in TravelPerk, read this article: Managing cost centers
Syncing Approval Processes
If Approval Processes are enabled in BambooHR settings, we will create an approval process for each of the users where the manager of the user will become the user's approver.
The same type of approval will be created for all the users provisioned through BambooHR.
For more information about the automatic creation of Approval Processes, read this article:
Supported Fields
When selecting the fields that will be used to sync the cost center and invoice profile, we only display the fields we support. At the moment this is limited to list fields with pre-defined values, these list fields must also be standalone and not linked to a table field.
If a field you're looking for doesn't appear, here are the potential reasons why:
- It’s a ListField without pre-defined values.
- It’s a TableField.
- It’s a ListField that is inside or related to a TableField.
- Custom level access is enabled and the person who set up the integration doesn't have access to the field.
Syncing your data
Manually syncing BambooHR data:
- Go to Company settings, then Integrations.
- Under BambooHR, tap Configure.
- Go to the Sync tab.
- When syncing for the first time: click Retrieve data from BambooHR.
- You will see a preview of the BambooHR data without saving it on TravelPerk. To complete the sync, press Sync now.
- For future syncs: click on Refresh data to retrieve new data from BambooHR. After a few seconds, you will see a summary of any changes in the data. You will see how many users will be added, updated, deleted, or how many cannot be synced due to errors. Click on Sync now to finalize the sync and update your employee data in TravelPerk
Turn on auto sync
You can also turn on auto sync, so you don't have to remember to do it manually. Just look for the magic wand icon!
Last imports
In this section, you can see the past syncing processes that have been performed. You can also download a CSV file detailing the information.
How to regenerate your BambooHR API key
When the user that linked TravelPerk to your BambooHR directory leaves your company or their account permission changes, the API key needs to be regenerated.
- Go to Company settings, then Integrations.
- In the BambooHR section, click Set up.
- Scroll to the bottom of the page and press the three vertical dots ⋮ and Regenerate key
- You will be directed to sign in to your BambooHR account for authentication.
How to delete BambooHR integration from your TravelPerk account
To stop using the BambooHR integration in TravelPerk, follow these steps:
- Go to Company settings, then Integrations.
- In the BambooHR section, click Set up.
- Scroll to the bottom of the page and press the three vertical dots ⋮ and select Delete integration.
- A warning message will appear, if you are sure about deleting the integration then press Delete integration to confirm.