BambooHR Integration

1 What are the benefits of the BambooHR integration?

The BambooHR integration allows you to manage your employees’ status in Nailted without effort.

We do a BambooHR synchronization to Nailted every 24 hours to retrieve the following information:

• When you add new people to BambooHR they are automatically transferred to Nailted on the date set for their first day of work.
• Modifying or removing a person from BambooHR also automatically modifies or removes them from Nailted.
• If you assign, remove or change someone’s manager, that change will automatically be reflected in Nailted.

2 How to connect BambooHR

1. Go to your Team section and click on the Add People button. Next, select the Configure new integration button that will redirect you to a new page containing all the available integrations.
2. Next, login to BambooHR and select the option API Keys. 
3. Click on the Add a New Key button. You will be provided with a new API Key. 
4. Go back to Nailted and add the Client ID and the API Key generated into the BambooHR section. 
5. Finally, click on the Connect BambooHR button. Once it is connected, the last step would be to click on the Use this connection for synchronization button to activate the synchronization.

⚠️The email address stored on BambooHR and Nailted for a person needs to be the same one in order the integration to work correctly.

3 Can I preview what information will be added into Nailted?

Yes, once you have connected Bamboo HR to Nailted, you will be able to have a preview of all the employees and information that will be uploaded into the system. To do this, follow the next steps: 

1. Go to your Team section and click on the Add People button. Next, select the option Import from Bamboo. 
2. A new window will appear informing you that we will proceed to import in draft all the new employees detected in BambooHR. Click on the Import new employees button. 
3. The import process can take a few minutes to complete. Once finished, click on the See employees button to see all the employees detected from the system. 

💡The new employees will be on draft mode, so they won’t be receiving any notification until you manually activate them. 

4 Can I prevent certain users from being synchronized?

Yes, in those cases in which you have certain people that do not need to be synchronized every 24 hours, you can add them to a denylist.

💡To create a denylist, it is necessary to have activated BambooHR integration first.

To activate a denylist follow the steps below:

1. Go to your ⚙️ Settings section. Next, click on Integrations.
2. Select the option of Configure the denylist that will appear under your active synchronization. 
3. Finally, select the emails from Nailted that you do not want to synchronize and click on the Save button to save your changes.
   💡You can also bulk email addresses by spacing them by commas (,)
   ⚠️ Adding a person to the denylist list, doesn't mean that their profile is disabled in Nailted. You will need to do this process manually in Nailted.