Integration

BambooHR

Integrate BambooHR's HRIS system to streamline the entire employee lifecycle from employee onboarding to benefit accrual, time off approvals, and employee separation.
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BambooHR is a cloud-based HRIS that helps organizations manage employee and personnel data in one system. Unanet’s BambooHR integration securely syncs that data into supported Unanet products, helping teams keep employee records current and aligned across systems.

Key benefits

  • Reduces duplicate data entry
  • Improves data integrity across HR and operational systems
  • Keeps employee data more current
  • Supports downstream processes that rely on accurate employee records
  • Makes onboarding and employee updates more efficient

Integration overview

For Unanet CRM, the integration checks for new and updated employee records every 5 minutes and matches BambooHR Employee ID to the CRM Employee # External ID. In CRM, the integration can also include education, registrations and certifications, training, and photo data.

How it works

BambooHR serves as the system of record for HR-managed employee data, and the integration monitors BambooHR for new or updated employee records and sends information into supported Unanet products on a recurring schedule.

In CRM, matching is based on BambooHR Employee ID to CRM Employee # External ID. In AE, matching is based on BambooHR ID to External ID, with work email fallback when needed.

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