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BambooHR Integration: Step-by-Step
Connect
Connect your BambooHR account and OrgChart automatically generates a chart from your existing BambooHR data.
Sync
Choose how often your chart syncs, daily, weekly, monthly, or on demand, so it stays current without manual rebuilding.
Visualize
Customize your org chart with colors and formulas to represent even BambooHR complex org structures and extend the insights your organization needs.
Automatically Create and Share Accurate Org Charts
What You Can Do Once Your BambooHR Org Chart is Connected
See your organization clearly: Filter, color-code, and customize automated org charts using BambooHR fields like department, location, or job level.
Support better decisions: Pull a historical org chart to see how the structure has changed over time, or model a future org structure with Workforce Planning, leveraging the BambooHR integration to capture the same data that powers your chart.
What Else You Can Do in OrgChart
OrgChart also includes valuable features like:
Position Management: organize your org chart around positions, a role and its requirements, rather than an employee filling it
Historical Org Charts: look back at how the organization has changed over time.
Workforce Planning: model future org structures using both people and position data.
People Insights: analyze metrics like headcount, vacancies, and location across the organization.
What Data Syncs?
The BambooHR integration with OrgChart syncs the following fields:
| BambooHR Field | Sync Direction | OrgChart Field |
| Employee Number | –> | Employee Number |
| First Name | –> | First Name |
| Last Name | –> | Last Name |
| Address Line 1 | –> | Address |
FAQ
Yes, complex org structures can be visualized within OrgChart, informed by the BambooHR integration, through OrgChart features like dotted line reporting, matrix reporting, employee grouping and more.
Almost any field associated with an employee can be pulled to visualize headcount, review salary or even display BambooHR complex org structures. OrgChart can also be set up to import custom fields.
Yes, OrgChart offers granular security settings to ensure the data available in OrgChart through the BambooHR integration is secure and only accessible by authorized people.
None.
Beyond the BambooHR integration, OrgChart integrates with 50+ HR, ATS, payroll, and data systems, so you can combine data from multiple sources, like vacancies from your applicant tracking system, into one accurate org chart.
See Your BambooHR Data Turn Into an Org Chart in Real Time
No exports, no manual rebuilding, no waiting for someone to update it after headcount changes. Connect BambooHR once and your org chart stays current automatically.