The BambooHR - Acumatica quickstart integration template (NA | EU) lets you integrate your BambooHR employees with Acumatica for integrated data. The integration template comprises a set of pre-built integration flows. These flows help you transfer employees and deleted employees between BambooHR and Acumatica.
Contents
- Supported integration flows
- Gather your credentials
- Install the BambooHR – Acumatica template
- Configure the BambooHR – Acumatica flows
Supported integration flows
The Celigo quickstart bundle contains workflows you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.
BambooHR to Acumatica
Flows |
BambooHR employees to Acumatica employees |
BambooHR employees (deleted) to Acumatica employees |
Gather your credentials
Keep your BambooHR and Acumatica account credentials ready:
-
BambooHR – verify APIs and Authorization
- Before you set up a BambooHR connection below, ensure that you have the API and authentication details for your BambooHR app.
- Refer to the BambooHR help documentation to learn more about APIs and Authorization.
-
Acumatica – verify APIs and Authorization
- Before you set up a Acumatica connection below, ensure that you have the API and authentication details for your Acumatica app.
Install the BambooHR – Acumatica template
- From the Acumatica Marketplace options, select the BambooHR template and click Install.
- Review the template’s contents and ReadMe and click Install now to begin.
- Install the template.
Configure the BambooHR – Acumatica flows
Additional record mapping is required to integrate the template’s exports and imports with your Google Ads and Acumatica apps.
Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then, run or schedule each flow.
BambooHR employees to Acumatica employees
When new employees are hired in BambooHR, the integration flow exports employees from BambooHR to Acumatica.
Setup instructions
- Configure static mappings for the DepartmentID value fields in the Import Acumatica employees (supervisors) and Import Acumatica employees steps.
- Configure the hardcoded mappings for EmployeeClass value fields in Import Acumatica employees (supervisors) and Import Acumatica employees steps.
Import Acumatica employees (supervisors)
Destination record | Source record |
ContactInfo |
|
Address |
|
Country |
|
value |
$.managerRecord.country |
State |
|
value |
$.managerRecord.state |
AddressLine1 |
|
value | $.managerRecord.address1 |
AddressLine2 | |
value |
$.managerRecord.address2 |
PostalCode | |
value |
$.managerRecord.zipcode |
value | $.managerRecord.workEmail |
FirstName | |
value | $.managerRecord.firstName |
LastName |
|
value |
$.managerRecord.lastName |
Status |
|
value |
$.managerRecord.status |
EmployeeID |
|
value |
$.managerRecord.employeeNumber |
EmployeeName |
|
value |
$.managerRecord.displayName |
EmployeeSettings |
|
DepartmentID |
|
value |
$.managerRecord.department |
EmployeeClass |
|
value |
"EMPSTAND" |
EmployeeRefNbr |
|
value |
$.managerRecord.id |
Import Acumatica employees
Destination record | Source record |
ContactInfo |
|
Address |
|
Country |
|
value |
$.employeeRecord.country |
State |
|
value |
$.employeeRecord.state |
AddressLine1 |
|
value | $.employeeRecord.address1 |
AddressLine2 | |
value |
$.employeeRecord.address2 |
PostalCode | |
value |
$.employeeRecord.zipcode |
value | $.employeeRecord.workEmail |
FirstName | |
value | $.employeeRecord.firstName |
LastName |
|
value |
$.employeeRecord.lastName |
Status |
|
value |
$.employeeRecord.status |
EmployeeID |
|
value |
$.employeeRecord.employeeNumber |
EmployeeName |
|
value |
$.employeeRecord.displayName |
EmployeeSettings |
|
DepartmentID |
|
value |
$.employeeRecord.department |
EmployeeRefNbr |
|
value |
$.employeeRecord.id |
EmployeeClass |
|
value |
"EMPSTAND" |
ReportsTo |
|
value |
$.managerRecord.employeeNumber |
BambooHR employees (deleted) to Acumatica Inactive employees
When employees are terminated in BambooHR, the integration flow exports terminated employees from BambooHR to Acumatica.
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