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
Navigate to Settings > App marketplace in Productive.
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.
Syncing BambooHR Absence Policies and Time-Off Periods
Absence policies
Once connected, all assigned absence policies in BambooHR will be synced as time-off allocations for the person in Productive. Updates to these absence policies in BambooHR will be reflected in Productive.Time-Off Periods
Approved absences in BambooHR will sync to Productive, creating corresponding time-off periods (daily or hourly). Any updates in BambooHR will be reflected in Productive.
Deleted Events
Deleted time-off events sync into Productive every three days, eliminating the need for manual deletions.
Resourcing
Each time-off period synced from BambooHR will be marked as imported from external software in Productive's Resourcing module.
