Overview
Before syncing: Correct employee data in the system that owns it. With Data Sources, field access and priority control which fields a source can update, and roster behavior controls how missing people are handled. Review the first run before applying changes.
Our integration with Bamboo HR lets you easily sync changes and updates with your employees in your Motivosity environment. The steps below will help walk you through how to get this integration set up!
Configuring the BambooHR Integration in Motivosity
Quick Note: The BambooHR integration does not support custom fields at this time. If custom fields are being used, please reach out to our amazing Technical Support team.
To configure the BambooHR integration, get started by first manually importing a spreadsheet of all your users to Motivosity. This will give BambooHR a reference to review and use to then sync and make these changes. For help on how to do a manual import in Motivosity, please see the following article: Setting Up Your Team
As a Motivosity admin, open Setup → Integrations → Connectors. In Browse connectors, search for BambooHR and select Configure. If the connector is unavailable, open View Details and contact your Motivosity team about availability.
Enter your Bamboo company domain, then select Authenticate account.
Sign in to BambooHR with the required admin access and complete authorization.
After authorization, return to the BambooHR connection in Motivosity and copy the BambooHR webhook URL for the vendor-side steps below. To reopen the connection, use Connections → Manage.
Continuing the BambooHR Integration Configuration in BambooHR
Once you have your webhook URL configured in Motivosity, from BambooHR you will go ahead and access the following section, Settings > Account > Webhooks, click on ‘Add Webhook’
Please Note: If you do not see the "Webhooks" option in your BambooHR settings, you will need to reach out to the BambooHR Support Team and have them add that for you as this option is not turned on for all BambooHR clients. Once this option is enabled, you can move forward with the rest of the setup.
As a requirement when you are setting up the 'Add Webhook' section, please be sure to follow these steps exactly and add each field as you see them. These fields are static and cannot be changed.
You'll get started by giving your webhook a name. We suggest using "Motivosity". After which, you will select the fields you want to monitor. The image below is what you should see once all fields have been added correctly.
For your reference, the fields should be added in the following order: Employee #, Status, First Name, Last Name, Birth Date, Work Phone, Work Email, Hire Date, Department, Job Title, Country, Location, Supervisor ID, and Middle Name. Preferred Name used to be required, but is now a user controlled field in their profile and should not be set up.
Next, you will select which fields you would like to post. These are also static fields and cannot be changed. Please be sure to add them in the following order (Please Note: These are different from the fields listed above):
Employee #
Status
First Name
Last Name
Birth Date
Work Phone
Work Email
Hire Date
Department
Job Title
Country
Location
Supervisor ID
Middle Name
After filling out the fields to post in BambooHR, go to the next section and choose 'JSON' as the format.
Paste the webhook URL from Setup → Integrations → Connectors → Connections → Manage BambooHR into Post to URL in BambooHR, then review the delivery frequency.
You do not need to worry about generating a "Private Signature Key" or selecting when the data should be sent. Once you are finished with the steps above, go ahead and select "Save".
Your integration with BambooHR is now ready to go!
Helpful Tips
Here are some helpful tips to know how to best use the BambooHR integration:
Anytime you make an update to an employee in BambooHR, meaning any hiring, off-boarding, or updates to existing employee data, this will automatically be synced into Motivosity through a webhook.
The webhook will sync any changes into Motivosity after you make them in BambooHR about every ~5 minutes.
If you don't want a future hire to sync into Motivosity yet, just don't enter their email address into Bamboo until their hire date.
If your account uses Setup → Team → Data Sources, create or review the Integration source for this connection. Configure roster behavior, field access, filters, schedule, and approval policy before the first run. Use Sync Now on the source and review proposed changes. Connecting an account alone does not mean its roster changes have been applied.