BambooHR Integration

Owned by Gabrielle Pollack
Last updated: Dec 05, 2023
3 min read

Overview

BambooHR is a human resources information system (HRIS) that bundles HR features such as payroll, time tracking, employee engagement, an applicant tracking system (ATS), and more into one system.

Experience.com’s BambooHR integration solution allows enterprise customers to automatically send surveys to employees during and after key moments in the hiring & onboarding process, like post-hire questionnaires, onboarding check-in surveys, 30-60-90-day check-ins, and more. The BambooHR integration allows you to:

  • Ingest employee milestones from BambooHR into Experience.com.

  • Map ingested data to campaigns within the account

  • Automate campaigns and surveys to employees based on roles, milestones, anniversaries, or other events.

Transactions ingested from BambooHR into the XMP are labeled as verified transactions.

Prerequisites for Configuring a BambooHR Integration

Experience.com offers a direct API integration between the XMP and BambooHR. To facilitate the configuration of this connection, you will need:

  • An API Key from your organization’s BambooHR instance.

  • Your BambooHR Domain Name

Once you have obtained an API Key and details from your BambooHR admin account, you may proceed with the configuration process in the XMP.

Configuring the BambooHR Integration

Configuring the BambooHR integration is an easy and seamless workflow that requires the help of an organization or account manager with access to the BambooHR account that should be connected to the XMP for data ingestion. The steps below outline the quick process:

  1. Create a new BambooHR Connection in the Account’s Ingestion setup.

    1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click BambooHR, and then click the blue New Connection button.

  1. To create the connection, some information is required to verify and activate it. Enter the required information and click anywhere in the white space to allow the system to validate the information provided.

    1. Give the connection a name.

    2. Provide the API Key you obtained in BambooHR.

    3. Provide your BambooHR Domain Name.

With a validated connection, the integration panel expands, providing a total display of all pertinent details in the BambooHR integration. Within the integration configuration panel, no adjustments are necessary; all the required data and settings are preloaded for your convenience. Fine-tune your data filtering preferences effortlessly by setting conditions within individual campaigns.

During this setup, it is essential, however, to designate a reliable point of contact, reachable via email, for error notifications or potential reconnections.

Upon saving and activating the integration, your selected transaction data is seamlessly ingested from BambooHR to the XMP. This automated process streamlines and enhances your customer experience campaigns and surveys, marking a significant step toward a more efficient and insightful approach to providing better service and earning new business.