What is BambooHR and why should I integrate it with Litmos?
BambooHR is an HR software that integrates with Litmos by pushing users from BambooHR into Litmos. Employees and their information can be pushed from BambooHR and imported into Litmos, giving them access to Litmos training. This integration is useful for companies using Litmos to train their employees.
Configuration on Litmos
- Navigate to the Account > Integrations tab to locate the BambooHR integration:
- Click on the BambooHR integration icon:
- Please ensure that you have access to enable Litmos integrations. If you don’t have permission to do this, this pop-up will display:
- If access to the BambooHR integration is allowed, the BambooHR integration setup screen will appear:
- First, select the"Enable BambooHR" checkbox. This must be performed before a sub-domain, username and password can be entered for the BambooHR account. It is important to ensure that a BambooHR Administrator's login credentials are used when entering the BambooHR username and password into Litmos. This is important because it ensures that the API Key used to enable this integration has access to all employee records in BambooHR. These BambooHR credentials can be entered into the Login Info section by any Litmos Account Owner.
- Click on "Save Changes".
Configuration on BambooHR
Enabling Litmos Access
Once the integration is enabled and the settings are saved, contact BambooHR customer service to enable the "Litmos Access" checkbox that will display on employee records in Bamboo. This field is used to enable BambooHR employees for syncing and provisioning to Litmos. Without it, employees cannot be synced or provisioned into Litmos.
Once it is enabled, perform the following steps to locate and enable this field:
- Log into BambooHR
- Go to the "Employees" tab
- Click into employee details
- Navigate to the Training tab
- Check the "Litmos Access" check-box to give the user access to Litmos.
The Litmos Access field can be checked in bulk for many employees at once by using Bamboo's Power Edit feature:
Once employees have the Litmos Access field enabled, they can be synced and imported into Litmos. The following fields will sync to Litmos from Bamboo:
- First Name
- Last Name
- Work Email (This becomes Litmos username)
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- Job Title
It is important to note that BambooHR Admin's must have access to view and manage employee records in BambooHR in order to perform any syncing and provisioning of employees into Litmos from the BambooHR People tab in the Litmos application. Also, each employee synced to Litmos is "active". To "deactivate" an employee in Litmos, perform this directly in the Litmos app or update the Learner profile by use of Bamboo Webhooks ('status' field).
Importing BambooHR Users into Litmos
Once BambooHR is enabled and employee's have the "Litmos Access" field enabled, administrators with access to these employee records can perform syncing and provisioning of employees into Litmos. This is performed in the Litmos app by navigating to the "People" tab and selecting the "Import employees from BambooHR in bulk" link seen below:
This takes the administrator to the BambooHR People tab. Here, the first action will be to click on the “Sync BambooHR Employee List” to grab the employees with the "Litmos Access" field enabled.
Once the employees make it onto this page, they can then be selected individually or in bulk for import, and then pushed into Litmos using the “Import BambooHR Employees into Litmos” button.
Recent import results can be downloaded for these BambooHR user imports under the “recent imports” section. This report confirms that the employee's made it into Litmos as Learners or that these Learner profiles were updated. This can also be verified by finding the users in the "People" tab of Litmos.
Enabling Webhooks (optional)
BambooHR also provides a feature called Webhooks, which is an optional feature that can be used to automatically push updated employee data into Litmos learner profiles for the compatible integration fields. A BambooHR Administrator can configure a Litmos Webhook by following these steps.
Navigate to Settings > Account > Webhooks
Give a meaningful name to the Webhook
Navigate to the "What Fields Do You Want To Post" section and browse for the "Litmos Access" field. This field exists under "Training". Select this field as a field to POST in the "What Fields Do You Want To Post" section. This is a required field to POST in order for the Webhook to work.
Next, select the fields from the "What Fields Do You Want To Monitor" section, as these will be the fields that POST data requests to Litmos to update the information of employees in Litmos. Remember, there are only certain fields that can be updated in Litmos.
The screen below shows which fields can be updated in Litmos:
Select the fields to post to Litmos. The fields in the screens below are the ones which litmos supports.
Select the Data format as JSON
Enter your Litmos API URL in this option with <> as parameters. Example: https://integration.litmos.com/bamboohr/upsertuser?apikey<Litmos_API_Key>
Specify a schedule of when the webhooks fire (eg. only at 12:00pm or every hour at 5 after the hour). You can also limit how often a webhook will fire by setting a maximum number of requests per interval in seconds.
If you plan to set up Webhooks, view the Litmos API key generated by clicking on the Litmos API icon in the "Integrations" tab. Please ensure that the API key being used in the Webhook has permission to all fields and users in the range of the Webhook. (Optional)
Once the Webhook data is sent to Litmos, the user updates will be automatically applied to Learners in Litmos. There is no need to point and click on the Litmos interface anywhere to apply these updates.
Note: Litmos accepts only the subdomain name. It can have domains such as .bamboohr.com, .bamboohr.co.uk etc
Note: Litmos does not store your BambooHR login details, it will be used to fetch the API Key