The BambooHR integration with Productive allows you to seamlessly sync time-off policies and periods from BambooHR to Productive.
Whether you're setting it up for the first time or switching to the new integration architecture, here's how to get started.
📌 Important: For the sync to run smoothly, ensure the user’s email address matches that of BambooHR and Productive!
Integration Setup (First-Time Setup)
1) Access the App Marketplace
2) Connect BambooHR
Find BambooHR in the list of available apps and click on Connect App.
Ensure you have the appropriate access rights (Admin) in BambooHR before proceeding.
📌 Important: BambooHR Permissions
When integrating BambooHR with Productive, the person setting up the integration must have admin permissions in BambooHR.
If the integration is done without these permissions, the connection will still succeed, but Productive will only sync time-off data for the individual user, rather than the entire organization.
To ensure a full sync of time-off data across your organization, make sure the integration is handled by someone with the appropriate admin access in BambooHR.
3) Enter Your BambooHR Subdomain
Example: If your BambooHR login is "acme.bamboohr.com," enter "acme" (without ".bamboohr.com").
Click Save to complete the integration. This will automatically sync all absence policies and time-off periods from BambooHR to Productive.
Updating the Integration
If you set up your BambooHR integration before September 2024, you'll need to switch to the updated integration version to continue using it. The older version will be deprecated.
1) Remove Old Integration
Go to Settings > App Marketplace, find the deprecated BambooHR integration, and delete it by selecting the Bin icon next to the integration name.
You'll notice that after the deletion, no new connection can be made using the deprecated integration flow.
2) Set Up the New Integration
Select the new BambooHR integration labeled "Updated" and click Connect app.
This process will complete the transition to the new integration technology without affecting your existing data in Productive.
How Time-Off Syncing Works
Once connected, Productive will sync the following from BambooHR:
Absence Policies
All assigned absence policies in BambooHR will appear as time-off allocations in Productive.
Any changes made in BambooHR will sync automatically to Productive.
Time-Off Periods
Approved absences from BambooHR will appear in Productive as daily or hourly time-off periods, including half-days.
Time-off data is synced according to the following rules:
1) Initial Sync
Time-off periods with a start date up to 3 months in the past and up to 1 year in the future are imported when the integration is first connected.
2) Ongoing Sync
Every hour, Productive syncs all time-off periods with a start date up to 1 year in the future.
Once per day, time-off periods with a start date up to 2 weeks in the past are also synced.
The sync window moves forward each day. For example, on January 1, 2025, Productive will sync periods up to January 1, 2026—but not yet January 2, 2026.
Deleted Events
Deleted time-off events in BambooHR are synced to Productive every 3 days—no need to delete them manually.
Visibility in Resourcing
Time-off periods synced from BambooHR are marked as imported from external software in Productive’s Resourcing module.