Add BambooHR to Zoho One | Admin Guide - Zoho One

Add BambooHR to Zoho One

Prerequisites

Roles required in Zoho One to perform this action:
  1. Organization Owner
  2. Organization Admin
Roles required in BambooHR:
  1. Admin
Plan dependency in Zoho One:
  1. Free plan

In Zoho One:

Spaces UI
Unified UI
Spaces UI
  1. Sign in to Zoho One, then click  in the top-right corner.
  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 key copied from your BambooHR account.
    Info
    For example, if your login URL is "https://mycompany.bamboohr.com", then your BambooHR company's domain name is 'mycompany'.



    5. Notes
    Make sure to authenticate this page without any errors.
  5. Click Next.
  6. Map the fields available in Zoho One 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 hardcoded 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 Hardcoded value.
  7. To map a hardcoded value with a field:
    1. Click Edit next to a field.
    2. Enter the value you need in the Hardcoded value field.
    3. Click Ok.
  8. To map a custom attribute field created in BambooHR to a field in Zoho One,
    1. Click Edit next to a field.
    2. Enter the value you need in the Custom BambooHR attribute field.
    3. Click Ok. 

      Info
      If your custom attribute in BambooHR is "test value", you should enter the value with a prefix custom and without any spaces. As per the format, the input value is customtestvalue.
  9. Click Save and Next.
  10. In the General Settings section, under Mail Notification, you can choose whether users and admins can receive email notifications related to this integration. These mails include workflow notifications, user invitation mails, app account access notifications, delete/deactivate notifications, and conditional assignment notifications. Learn more about General settings section. 
  11. If Notify via mail is selected, the Password Notification section appears, where you can choose how newly synced users will receive their one-time password.
    Notes
    Password Notification setting is only available to users' whose email address has a verified domain name. If you want to include users whose email address is from an unverified domain, then verify the domain and come back to continue.
  12. Under the Status Sync section, choose what should happen in Zoho One when users get activated, deactivated, and deleted in the required store.
  13. Only for Group Sync feature-supported directory stores is the Resource Sync section shown. Here, choose what resources (users, groups) have to be synced from the directory store to Zoho One.
  14. Click Save and Next.
  15. Choose how you want to sync users from BambooHR. You can either sync all the users or a few users based on criteria in Zoho One. You can use custom attributes to set criteria. You can also set multiple criteria based on your needs using the + icon. Learn more about Criteria section.
  16. To set criteria, select an attribute from the options, choose a relationship, and enter the criteria's value as needed.
  17. If multiple criteria is set, select the appropriate logic relation. Choose AND if you want all the criteria must be satisfied for the user or group to be synced. Choose OR if satisfying any one criterion is sufficient.
  18. Click Save and Next.
  19. Enable Schedule Sync to import users from BambooHR automatically at a specified time interval. Choose whether the sync should run on a Daily, Weekly, or Monthly basis, and set the preferred time under the Time section. Learn more about Schedule sync.
  20. Once done, click Save and close.
  21. Import Users: BambooHR now allows bulk imports of users into Zoho One. 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. You can either individually pick the users you need, or you can select all users. Info: For the import to proceed without a hitch, the API key needs to be entered accurately during authentication.
  22. 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.
Unified UI
  1. Sign in to Zoho One, then click Directory in the left navigation 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 key copied from your BambooHR account.
    Info
    For example, if your login URL is "https://mycompany.bamboohr.com", then your BambooHR company's domain name is 'mycompany'.



    5. Notes
    Make sure to authenticate this page without any errors.
  5. Click Next.
  6. Map the fields available in Zoho One 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 hardcoded 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 Hardcoded value.
  7. To map a hardcoded value with a field:
    1. Click Edit next to a field.
    2. Enter the value you need in the Hardcoded value field.
    3. Click Ok.
  8. To map a custom attribute field created in BambooHR to a field in Zoho One,
    1. Click Edit next to a field.
    2. Enter the value you need in the Custom BambooHR attribute field.
    3. Click Ok. 

      Info
      If your custom attribute in BambooHR is "test value", you should enter the value with a prefix custom and without any spaces. As per the format, the input value is customtestvalue.
  9. Click Save and Next.
  10. In the General Settings section, under Mail Notification, you can choose whether users and admins can receive email notifications related to this integration. These mails include workflow notifications, user invitation mails, app account access notifications, delete/deactivate notifications, and conditional assignment notifications. Learn more about General settings section. 
  11. If Notify via mail is selected, the Password Notification section appears, where you can choose how newly synced users will receive their one-time password. 
    Notes
    Password Notification setting is only available to users' whose email address has a verified domain name. If you want to include users whose email address is from an unverified domain, then verify the domain and come back to continue.

  12. Under the Status Sync section, choose what should happen in Zoho One when users get activated, deactivated, and deleted in the required store.
  13. Only for Group Sync feature-supported directory stores is the Resource Sync section shown. Here, choose what resources (users, groups) have to be synced from the directory store to Zoho One.
  14. Click Save and Next.
  15. Choose how you want to sync users from BambooHR. You can either sync all the users or a few users based on criteria in Zoho One. You can use custom attributes to set criteria. You can also set multiple criteria based on your needs using the + icon. Learn more about Criteria section.
  16. To set criteria, select an attribute from the options, choose a relationship, and enter the criteria's value as needed.
  17. If multiple criteria is set, select the appropriate logic relation. Choose AND if you want all the criteria must be satisfied for the user or group to be synced. Choose OR if satisfying any one criterion is sufficient.
  18. Click Save and Next.
  19. Enable Schedule Sync to import users from BambooHR automatically at a specified time interval. Choose whether the sync should run on a Daily, Weekly, or Monthly basis, and set the preferred time under the Time section. Learn more about Schedule sync.
  20. Once done, click Save and close.
  21. Import Users: BambooHR now allows bulk imports of users into Zoho One. 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. You can either individually pick the users you need, or you can select all users. Info: For the import to proceed without a hitch, the API key needs to be entered accurately during authentication.
  22. 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.

In BambooHR:

  1. Log in to your BambooHR account.
  2. Click the My Account icon in the bottom-left corner and click API Keys.

  3. As an API key generated in BambooHR can only be used once, to create a new one, click Add New Key.
  4. Enter an API Key Name and click Generate Key.

  5. Copy the key generated and paste it on the Zoho One side. Once completed, click Done.