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Back to Actions Integrations Connect the XO Platform to BambooHR to create, view, and update employees, manage time off requests, and update request statuses. See BambooHR documentation for details.

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Supported Authorization Types

The platform supports Basic Auth for BambooHR integration. See App Authorization Overview for details.
Authorization TypeSupported
Pre-Authorize the IntegrationYes
Allow Users to Authorize the IntegrationYes

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Prerequisites

Before enabling the BambooHR action:
  • Create a BambooHR developer account.
  • Copy the user sub domain and API key values.

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Step 1: Enable the BambooHR Action

Go to App Settings > Integrations > Actions and select BambooHR.

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Pre-authorize the Integration (Basic Auth)

  1. Select BambooHR in the Available Actions region.
  2. In the Configurations dialog, select the Authorization tab.
  3. Set Authorization Type to Pre-authorize the Integration > Basic Auth. Auth type
  4. Enter your API Key.
  5. Click Enable. The Integration Successful pop-up appears on first configuration. Integration Successful
The BambooHR action moves from Available to Configured.

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Allow End Users to Authorize (Basic Auth)

  1. Select BambooHR in the Available Actions region.
  2. In the Configurations dialog, select the Authorization tab.
  3. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.
  4. Click Select Authorization > Create New. Create New
  5. Select the authorization mechanism (e.g., Basic Auth). Auth mechanism See App Authorization Overview for creating Basic Auth profiles.
  6. Enter the following credentials:
    FieldDescription
    NameName for the Basic Auth profile
    Tenancy URLsSelect Yes if tasks require tenancy URLs
    Base URLBase tenant URL for the BambooHR instance
    Authorization Check URLAuth check URL
    DescriptionDescription of the auth profile
    Auth credentials
  7. Click Save Auth, then select the new profile. Select auth profile
  8. Click Enable. The Integration Successful pop-up appears.

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Step 2: Install BambooHR Action Templates

  1. On the Integration Successful dialog, click Explore Templates. Explore templates
  2. Click Install for the desired template. Install
  3. The associated dialog task is auto-created. Click Go to Dialog or navigate to Automation AI > Use Cases > Dialogs.
  4. To use the templates, see Using BambooHR Action Templates.