Integrating BambooHR with Compt (Company Administrators)

Setting up the BambooHR + Compt API Integration

Reach out to your Customer Success Manager or support@compt.io to have the BambooHR Integration turned on for your Compt account. After the feature has been added by the Compt Customer Success team, follow the below steps:

1. Click Settings on the left sidebar.
2. Click the Integrations Tab.
3. Under the BambooHR Settings section click on the Set Up BambooHR Integration button

3. Enter your company API Key and Subdomain

4. To get your BambooHR API key, log into your BambooHR account, click your name in the upper right-hand corner, and select API Keys

5. Click Add New Key

6. Enter an API Key Name, for example, "Compt"

7. Click Generate Key, this will create the API Key to enter into the Compt site

8. Log back into Compt, click the Set Up button, and enter your company API Key and Subdomain

9. Though the status reads Not Set, a successful connection to BambooHR was made in the previous step.
10. Click Edit additional settings to specify the field to be used for the Employee ID in Compt.
11. Access the Company settings Tab in Compt, click Edit API Field Mapping under the BambooHR Settings Section.

12. Select the fields you would like to map over to your Compt Team List.

(If you do not see a Compt field that you would like added or if you need a custom field added, please reach out to support@compt.io to have the field created)

13. Once the fields are mapped you can trigger the sync manually or wait for the sync to happen automatically (within the hour). You can view the status of the integration on the Company Settings Tab under the BambooHR Settings section. 

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Setting Up the BambooHR + Compt API Integration

To enable the BambooHR integration for your Compt account, first reach out to your Customer Success Manager or email support@compt.io to have the integration enabled.

Once the Compt team has enabled the feature, follow the steps below.

1. Start the Integration in Compt

1. Log in to Compt.
2. Click Settings on the left sidebar.
3. Click the Integrations Tab.

4. Under BambooHR Settings, click Set Up BambooHR Integration.

   

2. Generate Your BambooHR API Key

1. Log in to your BambooHR account.
2. Click your name in the upper right corner.

3. Select API Keys.

   

4. Click Add New Key.

   

5. Enter a name for the key (example: Compt).

   

6. Click Generate Key.

   

This will generate the API key needed for the integration.

3. Enter the API Credentials in Compt

1. Return to Compt.

   Click Set Up BambooHR Integration.

   

   Enter your:

   • BambooHR API Key
   • BambooHR Subdomain
2. Click Set Up.

Note: Even if the status shows Not Set, the connection to BambooHR may still have been successfully established.

4. Configure Employee ID Mapping

1. In Settings, locate the BambooHR Settings section.
2. Click Edit Additional Settings.

3. Specify which field should be used as the Employee ID in Compt.

   

5. Map Employee Fields

1. In the Settings tab, click Integrations and Edit API Field Mapping under BambooHR Settings.
2. Select the BambooHR fields you want mapped to your Compt Team List.

If a Compt field you need is not available, contact support@compt.io to request a custom field.

6. Sync Your Employee Data

After completing field mapping, you can:

• Trigger a manual sync, or
• Wait for the automatic sync (runs within about an hour).

You can monitor the integration status anytime in Company Settings → BambooHR Settings.