Configuring the BambooHR Action

Back to Actions Integrations Connect the Platform to BambooHR to create, view, and update employees, manage time off requests, and update request statuses. See BambooHR documentation for details.

Supported Authorization Types

The platform supports Basic Auth for BambooHR integration. See App Authorization Overview for details.

Authorization Type	Supported
Pre-Authorize the Integration	Yes
Allow Users to Authorize the Integration	Yes

Before enabling the BambooHR action:

Go to App Settings > Integrations > Actions and select BambooHR.

Select BambooHR in the Available Actions region.
In the Configurations dialog, select the Authorization tab.
Set Authorization Type to Pre-authorize the Integration > Basic Auth.
Enter your API Key.
Click Enable. The Integration Successful pop-up appears on first configuration.

The BambooHR action moves from Available to Configured.

Select BambooHR in the Available Actions region.
In the Configurations dialog, select the Authorization tab.
Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.
Click Select Authorization > Create New.
Select the authorization mechanism (for example, Basic Auth). See App Authorization Overview for creating Basic Auth profiles.

Enter the following credentials:

Field	Description
Name	Name for the Basic Auth profile
Tenancy URLs	Select Yes if tasks require tenancy URLs
Base URL	Base tenant URL for the BambooHR instance
Authorization Check URL	Auth check URL
Description	Description of the auth profile

On the Integration Successful dialog, click Explore Templates.
Click Install for the desired template.
The associated dialog task is auto-created. Click Go to Dialog or navigate to Automation AI > Use Cases > Dialogs.
To use the templates, see Using BambooHR Action Templates.

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