How does OrgChart Now Integrate with BambooHR?
Purpose: To help you understand what OrgChart Now is used for and how you can integrate it with BambooHR.
Cloud Based Organizational Charting and Workforce Planning Software. OrgChart Now makes creating, maintaining and sharing org charts and workforce plans simple and efficient.
You can learn more about OrgChart Now in BambooHR's Marketplace.
Before you get started, you will need to create an API key in BambooHR. You will use this API key later during set up.
Login to your Org Chart Now account. Go to the "File" tab, click on "Configure Connectors" and select BambooHR.
Once you select the BambooHR Connector, you will be prompted to enter your BambooHR account information.
1. Subdomain is the first part of your BambooHR account URL. So if your account URL is: https://helpcontent.bamboohr.com then your subdomain is "helpcontent."
2. Paste the API Key that you originally copied from your BambooHR account.
3. Enter "0" for the Report ID.
Click OK and the integration is ready to go!
This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.
Once you’ve configured the BambooHR Connector in OrgChart Now, you can then import data from BambooHR into OrgChart Now using the “Import Wizard” tool. Below are the steps to import data using the wizard.
Click on the “Import Wizard” icon in the top-left of the screen and then select “BambooHR."
You can then choose if you want to filter data from BambooHR by specific field values. An example would be to filter data to only include employees in the import that are “active” employees in BambooHR. For this example we will not specify any data filters at this time, so simply click the “Next” button.
On the next screen make sure the checkbox for “Data contains hierarchy fields” is selected. Then make sure each of the fields are mapping to the corresponding fields in OrgChart Now. If all looks good, click the “Next” button.
If your Org Chart will have too many boxes then you can add breaks in order to separate it into multiple pages. Once you add your break information, click "Next."
Select the template you would like to apply to your chart, then click "Next."
Determine what you want for the Master Page, then click "Create Chart."
Once you create your Org Chart, you will be able to edit, save and share in many different formats.