Integrate BambooHR with Multiplier
Learn how to integrate BambooHR with Multiplier
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Learn how to integrate BambooHR with Multiplier
Last updated
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Integrating BambooHR with Multiplier enables easy data synchronization, eliminating manual data entry and ensuring accurate employee records. This integration allows HR teams to efficiently manage employee details, payroll processing, payslips, and leave tracking across both platforms.
To connect BambooHR with Multiplier, you require:
1. API Key (Application programming interface): The API key is generated by the BambooHR admin. Use an existing API key or create a new one by following these steps:
a. Login to your BambooHR account and select the Profile icon.
b. Select API Keys.
c. Use an existing API key or create a new one by selecting Add New Key.
d. Enter the API Key Name and select Generate Key.
An API key is a unique code that identifies and authenticates an application or user when it requests an API. API keys connect software interfaces and allow software to communicate and share data.
e. The API key is generated. Select Copy Key, save it in your notepad, and select Done.
2. Sub-Domain: Provided by the BambooHR admin. The subdomain will be part of the base URL you use to access the API, typically in the format your_subdomain.bamboohr.com.
After you have the prerequisites listed in the previous section, follow these steps to integrate BambooHR with Multiplier successfully.
Before starting, ensure the following settings are correctly configured in BambooHR:
1. Set the Location: Ensure the location is correctly set in BambooHR and matches the Entity MSA.BambooHR admin needs to step up the location.
a. Login to the BambooHR dashboard. Select settings from the upper right.
b. From the left sidebar in the settings window, select Employee Fields.
c. Once the Employee field opens, select Location.
d. Select New Location. Enter the information in the required fields and select Add.
2. Add Job Titles: Job titles must be added in BambooHR to prevent sync errors (e.g., Engineer, QA, etc.)
a. Login to the BambooHR dashboard. Select settings from the upper right.
b. From the left sidebar in the settings window, select Employee Fields.
c. Once the Employee field opens, select Job Titles.
d. Enter the Job title and select Add. Ensure that the correct job titles are added.
1. Log in to your Multiplier account.
2. From the left sidebar, select Settings > Integrations.
3. Select the App directory tab.
4. Select BambooHR and then click on Connect.
6. Select Submit to complete the integration, and then select Close.
Prerequisite: Ensure employees are activated on the Multiplier platform. If the employees are not activated, their profiles will not sync.
1. After completing the integration, go to Settings > Integrations.
2. Select the connection tab. Go to BambooHR.
3. Enable the toggle next to EOR employees' data sync and select Continue.
4. Once enabled, all the EOR employees listed in the Multiplier platform will start syncing to BambooHR.
Note - Wait for a few minutes after the syncing is done. You can find the synced employee profiles under the People tab in the BambooHR platform.
1. After completing the integration, go to Settings > Integrations in the Multiplier platform
2. Select the connected tab. Go to BambooHR.
3. Enable the toggle next to Global payroll employees’ data sync in Multiplier.
4. Select Confirm to Complete the setup. Employees with validated data will sync to Multiplier.
Note: The Global Payroll Data sync can only be enabled when at least one entity's information is fully mapped. To map multiple entities, the client has to first get the entities created in Multiplier.
5. All the employees listed in the BambooHR’s People tab start appearing in the Team section of the Multiplier platform. Navigate to Team from the left sidebar of the Multiplier platform.
Admins can create or use an existing payslip folder to sync the payslip.
1. Login to the BambooHR dashboard. Navigate to My info > Documents.
2. Select an existing payslip folder or create a new one:
Select the existing Payslips folder - Select any folder from the list of folders on the platform. Select Upload to upload the payslips.
Upload a payslips folder - Select Upload to upload a folder.
Create a custom payslips folder - Select the Add Documents icon to create a custom folder.
3. Once done. Go to Multiplier’s portal. From the left sidebar, select Settings > Integrations, select the designated folder.
4. Select the Plugins tab.
5. Select Enable next to Pay slips. When a payslip is published for an employee, this sync helps deliver it to BambooHR.
Prerequisites: Ensure that the leave policies are created in BambooHR.
1. Login to Multiplier’s portal.
2. From the left sidebar, select Settings > Company Settings > Company Policies > Time Off Policies.
3. Use the Leave Mapping UI in Multiplier to map BambooHR leave types.
4. Enable Time Off Sync to import approved leave data from BambooHR to Multiplier.
5. Employees' leave counts will be updated automatically.
5. Enter the Sub-Domain and API Key. If you don’t have this information. to find the sub-domain and API key.
