Purpose: To help you understand what Lucidchart is used for and how you can integrate it with BambooHR.
How does Lucidchart Integrate with BambooHR?
Lucidchart is the essential visual productivity platform that helps anyone understand and share ideas, information, and processes with clarity. With this intuitive, cloud-based platform, you can import employee information from BambooHR and automatically create org charts that can help you visualize your company’s structure and plan for future changes. Not only does Lucidchart make it simple to experiment with your org structure, but it also makes it easy to export or share your org charts with stakeholders. Beyond org chart creation, you can also use Lucidchart to create and share process flowcharts, mind maps, mockups, ERDs, UML diagrams, and more. Join over 13 million users who work visually and collaborate in real time using Lucidchart.
You can learn more about Lucidchart in BambooHR's Marketplace.
Log in to your Lucidchart account. Navigate to the Org Chart.
Org Chart Templates
Select the "Blank Org Chart" since you will be selecting the fields later on.
To import data, go to "File." Hover over "Import Data" and select "Org Chart."
Import Employee Table
Select "BambooHR" and enter your BambooHR subdomain.* Click "Next."
*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."
You will automatically be redirected to your BambooHR login screen. Enter your login credentials and click "Log In."
Check the box next to the fields you'd like to show in the Org Chart. Click "Import Data."
Separate Org Charts
Choose whether you'd like to see one Org Chart for the entire organization or separate org charts for specific Departments, Divisions, etc.
If any employees do not have a manager listed in BambooHR, they will not be connected in the org chart. Before you import your data from BambooHR, make sure all employees have a manager listed.
You will now be able to view your company org chart in Lucidchart.
This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.