Add BambooHR to Zoho Directory | Admin Guide - Zoho Directory

Add BambooHR to Zoho Directory

Prerequisites:

Roles required in Zoho Directory to perform this action:

  • Organization Owner

  • Organization Admin

Roles required in BambooHR:

  • Admin

Plan dependency in Zoho Directory:

  • Free plan 

In BambooHR:

  1. Log in to your BambooHR account.

  2. Click the My Account icon in the bottom-left corner and click API Keys.


  1. As an API key generated in BambooHR can only be used once, to create a new one, click Add New Key.

  2. Enter an API Key Name and click Generate Key.


  1. Copy the API Key generated, as it is required for configuration in Zoho Directory. Once completed, click Done.

In Zoho Directory:

  1. Sign in to Zoho Directory, then click Admin Panel in the left menu.

  2. Go to Directory Stores, then click Add Directory.

  3. Click Add next to BambooHR.

  4. On the API Integration page, enter the domain name and the API keycopied from your BambooHR account under the Domain name and API key.

    InfoFor example, if your login URL is "https://mycompany.bamboohr.com", then your BambooHR company's domain name is "mycompany".

NotesMake sure you authenticate this page without any errors.

  1. Click Next.

  2. Map the fields available in Zoho Directory to the fields available in BambooHR. If you'd like all users synced from BambooHR to have the same value for a field, map that field with a hard-coded value. For example, if you want the value for the field 'Work Location' to be 'India', then you can type India as a value for the Hard-coded Value. To map a hard-coded value with a field:

    1. Click Edit next to a field.

    2. Enter the value you need in the Hard-coded Value field.

    3. Click Ok.

  1. To map a custom attribute field created in BambooHR to a field in Zoho Directory,

    1. Click Edit next to a field.

    2. Enter the value you need in the Custom BambooHR attribute field.

    3. Click OK.



InfoIf your custom attribute in BambooHR is "test value", you should enter the value with a prefix custom and without any space. As per the format, the input value is customtestvalue.

  1. Click Next.

  2. Under SETTINGS, next to Password Notification, choose how you want your users to receive their One Time Password.

Notes
Password Notification setting is only available to users' whose email address has a verified domain name.

  1. Once done, click Save and Next.


  2. Choose how the change in user status in BambooHR should be reflected in Zoho Directory.

  3. Click Save and Next.



  4.  Choose how you want to sync users from BambooHR. You can either sync all users or a few users based on criteria in Zoho Directory. You can use custom attributes to set criteria. You can also set multiple criteria based on your needs.

  5. To set criteria, select a criteria from the options, choose a relationship, and enter the criteria's value as needed. 

  6. While adding more than one criteria, you can also choose to enter it manually. Click Edit, enter your condition (whether OR or AND). Click Save and Next.



  7. Enable Schedule Sync to import users from BambooHR automatically at a specified time interval. Choose how often the sync should run on a Daily, Weekly, or Monthly basis, and set the preferred time in the Time.
  8. Once done, click Save and Close.



  9. Import Users: BambooHR now allows bulk imports of users into Zoho Directory. All users (except deleted users) will be fetched and shown depending on the chosen criteria. If you select more than 200 users, users will be staged, and it might take time to list the users. Once finished, you can either view it or clear it for re-import. 


  10. You can either individually pick the users you need, or you can select all users. For the import to proceed without a hitch, the API key needs to be entered accurately during authentication.

  11. ​Once imported, you can view the users' list in the Members menu.












Info
The Import Users lets you manually sync users at any time, whereas the Schedule Sync automates the process by running user syncs at scheduled intervals.