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BambooHR integration

Permissions: Site Admin who can see private notes, salary info, manage offers, request approval, and approve jobs / offers, and Job Admin who can view and edit offers, approve / request approval on offers, and advance candidates / prospects

Product tier: Available to all subscription tiers

BambooHR is a cloud-based HR platform that enables your organization to manage the data for your newly hired candidates.

Greenhouse Recruiting's integration with BambooHR allows you to export data to BambooHR when a candidate is marked as hired in Greenhouse Recruiting.

In this article

Enable the BambooHR integration

Assign BambooHR permissions

BambooHR users don't need full admin access within BambooHR to utilize the BambooHR integration. However, users configuring the integration need Edit permissions to the following fields that are exported to BambooHR from Greenhouse Recruiting:

  • First name
  • Last name
  • Work email
  • Home email
  • Home phone
  • Work phone
  • Mobile phone
  • Hire date
  • Job title
  • Department
  • Office

Note: Candidate job title only exports to BambooHR if the job title is added to BambooHR prior to the candidate export from Greenhouse Recruiting. You can add new job titles in BambooHR under Settings > Employee Fields.

Additionally, department and office fields only export to BambooHR if the values between Greenhouse Recruiting and BambooHR are an exact match.

If your organization utilizes tiered offices and departments, we recommend that sub-departments be configured as departments within BambooHR to avoid syncing errors.

In addition to these fields, BambooHR users also need edit permissions to the Documents tab in BambooHR.

To grant these permissions, first create a Custom Access Level in BambooHR like Greenhouse Integration Access. This will be used to authenticate the integration.

BambooHR platform shows an example Custom Access Level

Include the permission Add New Employees.

BambooHR platform shows example permissions needed for the integration

Under the Personal tab, grant Edit access to all the fields you want to import from Greenhouse Recruiting.

BambooHR shows Personal tab with edit access for fields

Next, click the Documents tab, and provide Edit access. In order to export documents from Greenhouse Recruiting, the custom access level needs edit access to current and future folders.

BambooHR shows edit access required for the integration

Create a BambooHR API key

Once the appropriate permissions have been granted to the custom access level, we recommend creating a single Greenhouse API User in BambooHR with the custom access level. Each user can then enable the integration using the same BambooHR API key and subdomain generated by this user. This way the API key and integration permissions remain the same regardless of changes to any individual users who export candidates.

Generate an API key with the Greenhouse API user in BambooHR, and copy it to a secure location.

Note: If the permissions change on the API key used, you need to regenerate the API key and then enable the integration with the new API key.

After generating and copying your BambooHR API key for the integration, navigate to your BambooHR URL to copy your organization's BambooHR subdomain.

Your organization's subdomain is the alphanumeric value that precedes bamboohr.com. In the example of greenhouse-integration.bamboohr.com, the subdomain is greenhouse-integration.

Enable access on Greenhouse Recruiting

With your BambooHR API key and subdomain copied, each of your Greenhouse Recruiting users should complete the following steps for their individual Greenhouse Recruiting accounts to enable the integration:

Click Integrations on your navigation bar.

The My Dashboard page shows the Integration button highlighted in marigold at the top of the page

Search for BambooHR. Click Connect.

An example BambooHR integration connection window is shown

Paste your BambooHR API key and company subdomain.

An example BambooHR API and subdomain setup is shown

When finished, click Save. The integration is enabled and ready to use.

Configure additional candidate data to export

In addition to the default candidate data that is exported, the following data can also be exported from Greenhouse Recruiting to BambooHR by creating custom fields:

  • Salary
  • Date of birth
  • Hourly rate
  • Contract value

Note: It isn't possible to export additional data beyond the default candidate data and these 4 additional custom fields.

To configure any of these additional data types to export, navigate to the Configure Configure icon icon > Custom Options.

Follow the steps below to create the appropriate custom field for each additional data type you wish to export from Greenhouse Recruiting to BambooHR:

Custom field Set up
Salary

Navigate to Configure > Custom Options > Offers and add a field. Enter the following details to configure the custom field:

  • Field name: Starting Salary
  • Type: Currency

When finished, click Save.

To ensure the field is set up correctly for export to BambooHR, edit the field once it's created and confirm the immutable field key is starting_salary.
Date of birth

Navigate to Configure > Custom Options > Candidates and add a field. Enter the following details to configure the field:

  • Field name: Date of birth
  • Type: Date

When finished, click Save.

To ensure the field is set up correctly for export to BambooHR, edit the field once it's created and confirm the immutable field key is date_of_birth.
Hourly rate

Navigate to Configure > Custom Options > Offers > and add a field. Enter the following details to configure the field:

  • Field name: Hourly Rate
  • Type: Currency

When finished, click Save.

To ensure the field is set up correctly for export to BambooHR, edit the field once it's created and confirm the immutable field key is hourly_rate.
Contract value

Navigate to Configure > Custom Options > Offers > and add a field. Enter the following details to configure the field:

  • Field name: Contract Value
  • Type: Currency

When finished, click Save.

To ensure the field is set up correctly for export to BambooHR, edit the field once it's created and confirm the immutable field key is contract_value.

Use the BambooHR integration

Export candidates from Greenhouse Recruiting to BambooHR

To export candidate data from Greenhouse Recruiting, navigate to a candidate's profile.

Click Mark Candidate as Hired from the On Job tab.

A candidate named Jarran Wood is shown on the Technical Support Specialist job with Mark Candidate as Hired highlighted in marigold

In the offer details panel, ensure Export to BambooHR? is set to Yes.

An offer is shown configured with the Export to Bamboo option set to Yes and highlighted by marigold

Click Save.

Next, click Export to BambooHR on the hired candidate's profile.

A new hire named Jarran Wood is shown on the Technical Support Specialist job with Export to BambooHR button highlighted in marigold

Note: It isn't possible to bulk export candidates to BambooHR.

When the candidate is exported, the following data will be sent from Greenhouse Recruiting to BambooHR:

  • First name and last name
  • Email addresses — personal and work
  • Phone Numbers — work, home, and mobile
  • Start date
  • Resume — if uploaded
  • Cover letter — if uploaded
  • Offer letter — if uploaded
  • Job title
  • Department
  • Office

All fields listed above are exported. It's not possible to prevent these specific fields from exporting. If any of the 4 available custom fields are configured, they'll export with the candidate as well.

Note: You must use the default fields on Greenhouse Recruiting for job title, department, and office fields when exporting data with this integration.