To begin, click on Integrations, then on Add to SkyPrep in the BambooHR box.
Next, you'll want to log into your BambooHR account and click on API Keys under your User Profile button. On that page, click on Add New Key.
Name the new key, then click Generate Key.
On the next panel, click on COPY KEY, then on Done.
You should now see the name of your new key listed under My API Keys.
Go back to your SkyPrep platform, enter the URL for your BambooHR account in the BambooHR Subdomain field, enter the API Key you just copied, and decide whether you want your list to be automatically updated every day. Click Enable Integration when done.
Decide how you want to import your users' data by selecting what BambooHR information fields are imported into your SkyPrep Custom Labels. Click Update Rules when finished.
Click on the BambooHR Users tab.
Either select All users or select the individual users you want to import using the checkboxes, then click Import Selected Users. If you want to start the selection process again, click None.
Accept the prompt and your users will be added.
To modify your BambooHR integration settings in the future, just click on Integrations, then on Configure beside BambooHR.
In the Settings tab, there are several more options available to you:
Termination Date Action: If a Termination Date is found on a user, you can choose to disable their login and prevent them from accessing the platform.
Auto Import New Users: Automatically adds new users in BambooHR to your SkyPrep platform as long as they fall under your import rules.
Enable Email Notifications on New User Creation: Determines whether users added via the integration have email notifications enabled.
Remove users from groups they are no longer a part of in BambooHR: If you used Data Mapping to assign users to Groups in SkyPrep based on an BambooHR field, this setting will unenroll users from Groups they no longer belong to in BambooHR.
Deactivate users in the LMS that are no longer in BambooHR: If enabled, users that are no longer in BambooHR will be locked out of the platform.
Reactivate terminated users in the LMS that are no longer terminated in BambooHR: If enabled, users that were terminated in the past (with a termination date) will be reactivated in SkyPrep if a termination date is no longer associated with their profile in BambooHR.
Setting up Data Mapping
Proper Data Mapping is critical to ensure imports and updates of your users. This area is where you determine which SkyPrep user information fields correspond with the fields in BambooHR. In the Data Mapping tab, you will see three columns:
SkyPrep Property: This is the field in SkyPrep that will be filled in based on the Primary and Secondary values you choose. Most of these are going to be based on the Custom Labels you have set up in SkyPrep. Email, First Name and Last Name are mandatory and will need to have associated BambooHR values. User Group can be used to enroll users into Groups — the Groups will need to be spelled the same way in BambooHR as they are in SkyPrep, and use commas to separate multiple Groups.
Primary BambooHR Value: This is the default BambooHR field that SkyPrep will try to pull information from.
Secondary BambooHR Value: If the Primary BambooHR Value is blank, the information in this field will be used instead.
Setting up Import Rules
Import Rules let you choose which users are imported into SkyPrep rather than simply importing all users from your BambooHR system. By clicking on the Add Rule button, you can use filters to set whether the user is added or skipped.
Once your Data Mapping and Import Rules are set up, you should see users populate in the Users tab. Depending on how many users you have, this may take a while.