How does PlanSource integrate with BambooHR?

Purpose: To help you understand what you can use PlanSource for and how you can integrate it with BambooHR.


Managing employee data and benefits can be frustrating and time-consuming. HR teams do not have time to juggle multiple systems to keep employee information up to date. That's why PlanSource and BambooHR have partnered together to introduce a seamless employee management and benefits administration system to cover all your HR needs.

At PlanSource, our mission is to provide better technology for a better benefits and HR experience. Our benefits administration software provides cloud-based benefits shopping, enrollment, billing, compliance, and administration.

You can learn more about PlanSource in BambooHR® Marketplace.

How do I enable the PlanSource integration?

Contact for more information on how PlanSource can simplify your benefits management.

What data syncs between BambooHR and PlanSource?

Once the integration is enabled, PlanSource will automatically sync employee data daily—four times in four-hour increments starting at 4 AM EST. BambooHR acts as the system of record for all employee demographic data, and PlanSource acts as the system of record for employees' benefits and their dependent benefits.

PlanSource allows a custom mapping of what data should sync from BambooHR for your employees. A default mapping is already set up during the integration. However, additional information outside of the normal mapping is possible. Please contact your PlanSource representative if you have questions about custom mapping.

You can find additional information in BambooHR® Marketplace. To learn more about syncing fields, please click here and navigate to the Integration section.

How do I select which employees to sync to PlanSource?

When viewing an employee profile in BambooHR, navigate to the Job tab, and you will see an option named "Sync employee to PlanSource."

By default, the Sync employee to PlanSource option is unchecked for every employee.  To enable the sync for an employee, mark the box on the employee's Job tab.

Can my employees access PlanSource from BambooHR?

With the integration enabled, your PlanSource implementation analyst will help you configure single sign-on (SSO) so that your employees* can go directly to PlanSource from BambooHR Home.

If you have further questions about single sign-on, please contact your PlanSource representative.

Please note that SSO is only available for employees at this time. Administrators will need to log in to PlanSource.

Where do I go for support for this integration?

If you are an existing customer using this integration, please be aware that PlanSource supports this integration.

Click here to find more contact information.