We're excited to share with you one of our latest partner integrations - with BambooHR! One of the industry leaders in cloud-based HR solutions, BambooHR's Employee Database will act as the primary source of users and profile data for PeopleGoal, which means there's no need to duplicate your employee information across two accounts.
Setting up your integration: step-by-step
Head to Configure > Account settings > Integration settings and click Configure BambooHR integration.
2. Adding an API Key
The API key will allow you to connect your PeopleGoal account to BambooHR. In BambooHR, click Account > API Keys and Add a New Key.
Copy the text in the key field.
In PeopleGoal, under API Actions, click Add an API Key and paste the text into the API key field. Add your BambooHR account name exactly as it appears in the subdomain, i.e. peoplegoal for https://peoplegoal.bamboohr.com. That's all you'll need from BambooHR!
3. Syncing your Accounts
In PeopleGoal, under API Actions click Sync account. This will start the process of importing your user data from BambooHR's Employee Database. We'll pull the users, divisions and and departments, as well as your reporting structure. Your status will update to In progress. The process can take a few minutes so you can leave it running in the background.
Once all the data has synced, your status will update to Complete and a confirmation email will be sent to your account admins. That's it, you're done!
When I change/delete an employee on PeopleGoal, will it update BambooHR?
No. BambooHR is the primary source, meaning PeopleGoal will pull your employee information from any changes you make on BambooHR, not the other way round. For example, if you've promoted an employee, when entering their new manager, division and department on BambooHR among the other profile changes you'll be making, this will update their manager, department and team on PeopleGoal. Should you delete or mark an employee as inactive on BambooHR, their profile will be deleted on PeopleGoal but may still be restored under Configure > Manage users in case you'd like to export their performance data.
Will I need to first create my Company structure on PeopleGoal?
Nope! BambooHR's manager, division and department fields correspond to PeopleGoal's manager, department and team fields and will automatically create these for you, if you haven't already added your teams and departments.
Do I need to manually sync my PeopleGoal account to keep it updated?
PeopleGoal will run a daily deployment to sync with your updated BambooHR account, so you can be sure you're always working with your latest employee information. For major changes like adding or removing employee profiles, we recommend manually syncing so that you can start working with their profile immediately.
To do this, head to Configure > Account settings > Integration settings > Configure BambooHR integration. Under API Actions, click Re-sync account and let it run!