Overview
Before setting up this integration: Please note that once you have an integration in place, your HR platform will become the SOURCE OF TRUTH for employee data you are feeding into Motivosity. Any changes made in Motivosity will be overwritten by this Integration. Issues with data accuracy will need to be addressed in your HR platform.
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
Once your team has been uploaded, to set up the BambooHR integration, you'll first navigate to the integration page in Motivosity. This can be found by going to Setup > Integrations.
After you have navigated to the integration page, go ahead and select the 'BambooHR' tile.
Next, you should see a modal appear that will give you a description of what the integration does. Go ahead and select 'Activate'.
Once you click 'Activate', you'll be brought to the BambooHR setup page. From here, you'll need to enter your BambooHR Company Domain (ex. https://CompanyName.bamboohr.com). Once you have entered in your domain, go ahead and click "Save".
After you have clicked, save you will be redirected to BambooHR to login. Please be sure you use your admin credentials. If you have already signed in, you will not be redirected and you will move on to the next step.
From here, after you have logged in, you should then be redirected back to Motivosity where you will now see a "BambooHR webhook URL". You can now copy this URL to your clipboard as it will be used later in the integration process.
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, Preferred Name, Birth Date, Work Phone, Work Email, Hire Date, Department, Job Title, Country, Location, Reporting To, and Middle Name.
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
Preferred 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.
After, you will paste the URL from Motivosity (Setup > Integration > BambooHR) into the 'Post to URL' field. You can then Decide on 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.