The BambooHR integration allows you to bulk import employee files from BambooHR into Shapes.
Before activating the integration, please verify the following and confirm with your Customer Success Manager (CSM). The integration is initially disabled to ensure the setup is correct before syncing files.
Before You Begin the Sync
Please make sure the following requirements are met:
File field names match folder names
The file fields configured in Shapes must have the same names as the file folders in BambooHR.
Folders are flattened
BambooHR folders must be on a single level. Any files currently stored in subfolders must be moved directly into the first-level folder.
Employee emails match
The employee email addresses in Shapes must match the employee email addresses in BambooHR.
Activate the Integration
Once you have verified the steps above, reach out to your Customer Success Manager (CSM). They will activate the BambooHR integration for your account.
Complete the Data Sync
After the integration is activated and your files are ready to be migrated:
Go to Shapes → Account settings → Integrations.
Find the BambooHR integration.
Click Connect to start the data sync.
If you have any questions, feel free to reach out to support@shapes.co