BambooHR Contact Sync allows you to automatically sync your BambooHR employee data with HappyFox Help Desk. This ensures your help desk contact database is always up-to-date with your organization’s employee directory.

HappyFox’s BambooHR Contact Sync integration lets you automatically:

• Sync employee data from BambooHR to HappyFox as contacts.

• Map additional fields from BambooHR to HappyFox as custom contact fields.

Note:

• The sync is performed automatically every day at 12:00 AM (based on your HappyFox account timezone).

• Sync is triggered every time the configuration is saved.

Integration Setup Prerequisites:

• Your HappyFox agent role must have the Manage Apps permission.

• Ensure you have your BambooHR URL and API Key ready.

How to Generate an API Key in Bamboo:

• Click on the Profile Picture (My Account) at the bottom left.

• Select API Key from the menu.

• Click Add New Key.

• Enter a name for the key.

• Click Generate Key.

• Copy the generated key for future use.

Steps to Configure BambooHR Contact Sync:

• Go to Apps > Contact Management and select BambooHR > Install.

• Enter your BambooHR URL and API Key to establish the connection.

• Map BambooHR contact fields (e.g., name, email, phone) to HappyFox contact fields.

• Map BambooHR fields to HappyFox custom contact fields (if required).

• Enable or disable overwriting of existing custom field values during sync. When enabled, HappyFox custom fields will be updated with values from BambooHR if there is a difference.

• Click Save.

After Each Sync, You Can View:

• Timestamp: Date and time of the sync.

• Record Counts: Number of successfully synced and failed records.

• Error Log: A downloadable CSV file listing errors for failed syncs.

CSV Log Details:

• Email: The unique email of the contact.

• Type:

  • Existing: Updated an existing HappyFox contact.

  • New: Added a new HappyFox contact.

• Sync Status: Success or Failure.

• Error Details: Reason for failure (e.g., datatype mismatch, empty required fields).

Accessing Synced Contacts:

Synced BambooHR contacts can be accessed from the Contacts module in HappyFox. Clicking the BambooHR icon next to a contact will redirect you to the contact's detail page in BambooHR.

Frequently Asked Questions:

• Does the sync work both ways? 
  No, this is a one-way sync. Changes made in BambooHR are reflected in HappyFox, but not vice versa.
   
• Will deleting employees in BambooHR remove them from HappyFox? 
  No, deleted employees in BambooHR are not removed in HappyFox.
   
• Are updates to BambooHR fields reflected in HappyFox? 
  Yes, if the overwrite toggle is enabled, changes in BambooHR fields are updated in HappyFox during the next sync.
   
• How can I delete or disable the sync account? 
  To delete or disable the sync account, click on the menu next to Last Sync At and select Delete or Disable.
   
• How can I access the configuration form to change the sync settings? 
  Click on the settings gear icon next to Synced Account to access the configuration form and update the sync settings.