BambooHR integration

If your team manages time-off requests and approvals in BambooHR, you can connect BambooHR with your Scoro site to automatically sync all your team members' approved time-off requests to Scoro. This ensures a more accurate overview of everyone's actual availability and makes resource planning and allocation easier. The users are mapped between BambooHR and Scoro based on their email addresses.

The sync works one way – the approved time-off requests can be edited and deleted only in BambooHR. The time-off entries created in Scoro won't sync to BambooHR.

This article will show you how to connect BambooHR with Scoro, configure the integration settings, and track the synced time-off events in Scoro.

For more information on how the time off feature works, see our Time off article.

1. Connecting BambooHR to Scoro

Note! Your Scoro site administrator should set up the integration.

To connect your BambooHR account to Scoro, generate an API key in your BambooHR account first:

1. Click your profile image at the top right corner and select API Keys from the menu
2. Click Add New Key
3. Enter a name for the API key in the API Key Name field (for example, Scoro)
4. Click Generate Key
5. Copy the API key and click Done. Once clicked, you won't be able to retrieve the same API key and will need to create a new one.

Then, go to Settings > Site settings > Integrations in Scoro and click on the BambooHR integration.

Next, provide the details from your BambooHR platform:

1. Paste the API key you just copied into the API KEY field
2. In the Company domain field, enter your BambooHR platform's subdomain. You can find it in the URL from which you access BambooHR. For example, if you access BambooHR at https://mycompany.bamboohr.com, then the subdomain is “mycompany”.
3. Click Save.

After successfully establishing the connection, the page will reload and show the integration settings screen. You can then proceed with configuring the integration settings.

If you see an error message instead, check if you've entered the API credentials or Company subdomain correctly and try saving them again.

2. Configuring the integration settings

You can set a specific start date for data sync, meaning that all the approved time-off requests from this date and further will be synced to Scoro.

Select any of the following synchronization options:

• Automatic - enabled by default; the approved time-off requests are pulled from BambooHR once an hour.
• Manual - when selected, you can synchronize the approved time of requests by clicking the Synchronize now button.

All your BambooHR time-off types will appear here. To sync them to Scoro, you'll need to match them with time-off types in Scoro. Time-off types left without a match won't be synced to Scoro.

Choose the Other time off type if the others don't correspond to your BambooHR time-off type. If such a time-off request on BambooHR contains a note, it will sync over to Scoro as the time-off reason.

3. Tracking time-off entries synced from BambooHR

When a time off request is approved in BambooHR, it automatically syncs to Scoro and appears in the Calendar view, adjusting the user's availability across the site accordingly. You can recognize the synced time-off entries by the BambooHR logo.

The synced time-off entry can be modified or deleted only on the BambooHR platform. When it's modified or deleted in BambooHR, the corresponding time-off entry in Scoro will update or be removed automatically, or the changes will need to be synced manually, depending on your synchronization settings.