BambooHR Integration

Updated 3 days ago by Jess Singh

You can integrate your BambooHR account with Fetcher by going to Settings in the left toolbar and clicking Integrations.

Then select BambooHR

Fetcher fully supports BambooHR integration and be advised that the integration is currently in the BETA phase. This integration supports deduping, as well as sending Candidates to the ATS

Dedupe and Send: This integration supports deduping, as well as sending candidates to the ATS.

The BETA phase is a stage of software development where the product or feature is:

.Released to a limited group of users for testing and feedback.
.Not finalized and may still have bugs or incomplete features.
.Being improved based on user feedback and real-world testing.

You will then be directed to an Authentication page whereby you will be given two options to authenticate, but we advised you to use the recommended way of authenticating which is "Use my credentials"

After clicking your preferred way of authentication you will be directed to a page to confirm if you are the "Administrator" of your BambooHR.

If you are not an admin, you can copy the URL shown and share it with your admin which will direct them to the proceeding steps on integrating the BambooHR.

After clicking/confirming you are an admin, you will be routed to a page where you will see and review the data permissions. Once done reviewing, you can proceed by clicking "Next"

You will now be routed to a page where you will enter the domain for your BambooHR account. Easy further instructions will be provided so that you will know the correct domain you will enter. Once entered, you can now click "Next". ( Sample domain have provided in the screenshot - fetcher )

Once done, you will now be notified that the connection was a "Success!".

When you hit "Next", you will be routed to a page where you will see what data Fetcher has access to.

You can click "Next", and from there you will be routed to a page that will notify you that "You're connected!". On this page you are also able to "View accessible data" and "Relink Integration".

You may now click "Finish", that's it, you are now done with the syncing process!

So what next? You can upload your leads both manually and automatically.

Uploading Leads Manually

To manually upload simply click the '...' button at the right-hand corner of the candidate's card selecting your desired BambooHR option.

> If you choose "Send to BambooHR as Candidate", you will be able to select the job in BambooHR you want to send the lead. Once you're done looking for the job in BambooHR you would like the lead to be sent to, you can proceed by clicking "Send".

Uploading Leads Automatically

You can find your Automation Settings by going to your Profile Tab ( lower left-hand of the screen) > Integration.

Here you will see all the positions you have access to, however, you will only be able to set the automation for those positions that you own. You will also land on the "BambooHR Triggers" page which will enable you to automate the uploading of leads/candidates to your BambooHR.

From here, you will be able to choose what search you want to automate. You just need to click "Select Job".

Once the "Select Job" is clicked, you will be routed to the "BambooHR Sync" page of your chosen search.

On this page, it will allow you to adjust/set the settings of your search based on your preference, this includes:

.Connecting your Fetcher search to a particular BambooHR job
.AI Inbound Resume Review
.Set applicant limit
.Workflow Automation > Upload to BambooHR

Step 1: Tell us where

When you have decided on the point at which you would like your leads to be uploaded, you can then choose where these leads will be sent in BambooHR.

Step 2: Tell us when

Use the drop-down menu beside "Automatically upload Fetcher profiles to BambooHR" to choose at which point you would like leads to be uploaded to BambooHR. You can choose to upload at any of 5 points in the process. Those are:

All New Candidates - When you receive a batch all will be automatically uploaded.
On Like - When you 'like' a lead while giving feedback.
On Contact - When an email is sent to the lead.
On Reply - When a lead replies to an outreach.
On "Interested" Reply - When a lead replies positively.

If you have multiple positions to choose from, you can simply type the position's name into the text box and it will appear in the dropdown.

"Upload to BambooHR" is important if you want to automate the uploading of candidates to your BambooHR jobs.

You should turn on this automation ( toggle on ) and select in the drop-down options "When" to automatically upload the candidates to BambooHR.

Successful upload of candidates from Fetcher to BambooHR

Once the candidate has successfully uploaded either through a "Manual" or "Automated" process. You will see the upload status record in the Candidate's title card and inside BambooHR. This will serve as a record that the upload has been successfully processed.

Candidate's Title Card

You will see the record the the bottom part of the candidate's title card.

Inside Bamboo HR

You will see the record under the "All" tab in the candidate's profile

Revoking BambooHR Access

If you wish to disconnect your BambooHR account with Fetcher, simply click your Profile Tab > Integrations > Sync Integrations > Disconnect.