To facilitate User onboarding, we have created an integration with BambooHR to allow you to invite your employees to Officevibe through BambooHR. The Daily Sync feature will also remove from Officevibe any employees who are no longer in your BambooHR account.
This integration will allow Officevibe to get their emails, names, profile pictures and attributes. This article details how the BambooHR integration works.
1. Set up Your BambooHR Integration in Officevibe
Note: The integration must be set up by an Admin in the Officevibe account
1.1 Activate the Integration
In order to get started, go to the Admin - Integrations section and click on the Configure button to the right of BambooHR. Enter your company name and then click on the Log In button.
Once that's done, you'll be required to enter your BambooHR username and password.
1.2 Add Attributes in BambooHR Profiles (optional)
With the BambooHR sync, if the following Attributes are set up in the User's Profile in BambooHR, they will be synced automatically in their User Profile in Officevibe:
If you want these to sync within Officevibe, ensure that these fields are completed in BambooHR before turning on the Daily Sync.
1.3 Choose how to Activate Users
You can choose to either create users and then invite them at a later date after the sync is turned on or you can choose to create and invite your users once the sync is turned on.
Note: All Users in your BambooHR system that have the Active status will be added to Officevibe - there is no way to pick and choose specific groups of Users with this integration.
1.4 Turn on the Daily Sync
You're now all set to turn on the Daily Sync. To do so, you will click on the Save & Activate button at the bottom. The sync will then run the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you are able to manually push the sync by clicking on the Start Synchronization button.
Note: A sync can always be deactivated by clicking on the View Settings button and selecting the Deactivate button at the bottom.