Overview
To authenticate your BambooHR account, you will need to provide the following information:
- BambooHR Username
- BambooHR Password
- BambooHR Subdomain
- Optional: BambooHR API Key or Token
Prerequisites​
Please ensure you fulfill all the requirements to set up the integration:
- You have Full-Admin access in your company's BambooHR instance, or someone has shared their access with you
OR
- You have a Custom Access Level with sufficient access
- If your use case is basic user provisioning, please see this article on enabling sufficient access
- If your use case requires more data than basic user provisioning, here are some guidelines:
- You should set your Access Level to view "All Employees", otherwise the data synced will be missing employee records
- You should allow View Access to information you want to be synced
- You should allow View Access to view your section to ensure your record is also synced
- You have Company Admin permissions in your Pequity instance
You can find your access level in BambooHR by going to Settings > Access Levels
​
Instructions
1. Log into Pequity, use the left navigation to select "Integrations"
2. Click "Human Resource Information System View more"
3. Search or Select BambooHR for your HRIS connection.
4. Select your preferred connection setup method: "Use my BambooHR credentials" or "API key or access token."
5. Confirm "I am an admin"
6. To enter your BambooHR credentials enter your BambooHR subdomain.
7. Navigate to BambooHR to enter your BambooHR credentials
