Installing the BambooHR app

This section covers setting up the BambooHR integration app, which allows you to sync your employee roster to ChartHop. 
Review your payroll system data
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Obtain API Credentials for BambooHR
For ChartHop to access your organization's BambooHR payroll data, you need to create an API key in BambooHR that you can use in ChartHop.  This information allows ChartHop to connect to BambooHR to receive your employee data.
Log into BambooHR as an administrator who has permission to create API keys. 
Click your name in upper right-hand corner of any page to get to the User Context Menu and select the API Keys option. 
Select Add New API Key.
Name the new key "ChartHop".
Copy the API key to a safe place.
When accessing BambooHR, take note of the BambooHR subdomain name. In this URL example, acme.BambooHR.com, acme is the subdomain.
Install the BambooHR app
After you have your BambooHR API key, you can install the BambooHR integration app in ChartHop.
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Connect the BambooHR app
You'll be prompted to configure your payroll app when you select Install.
Enter your BambooHR subdomain in the field provided. In this URL example, acme.bamboohr.com, acme is the subdomain.
In the Create your API key step, copy the API key you created to the provided field.
Select Next step.
Configure data sync settings for BambooHR
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Configure advanced settings
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Expand the Advanced settings section. 
Use the following table to guide you through advanced settings decisions. 
Setting
Description 
Missing location information 


Select one of the two options for what should happen if location information is set for an open role:
Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop.
Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options
Select the data changes you want to include in your sync. You can include some or all of the following employee data: 
Job titles 
Managers 
Groups 
Compensation 
Hire dates 
Overwrite person fields 


ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.
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When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system. 
Historical data
Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs 
To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. 
Job change history
When importing job data into ChartHop, include changes within the specified period.
Run an initial one-time sync of your payroll data
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Verify your data in ChartHop
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Configure your payroll app sync to run daily
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Setting	Description
Missing location information	Select one of the two options for what should happen if location information is set for an open role: Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop. Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options	Select the data changes you want to include in your sync. You can include some or all of the following employee data: Job titles Managers Groups Compensation Hire dates
Overwrite person fields	ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system. When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system.
Historical data	Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs	To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.
Job change history	When importing job data into ChartHop, include changes within the specified period.

Updated 06 Dec 2024

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