Here is a step-by-step guide on how to set up the BambooHR User Provisioning to Sana.
How to set up BambooHR User Provisioning
⚠️ Important note: The account that you use to create the API key will be the main source of Sana's access levels. This means that if user permissions are downgraded or changed, then we might not be able to see the employee data correctly. Please ensure that you use a service user when creating the API key.
1. You'll first need to create a Custom Access Level for the service user that you'll associate the API key with. It's important to give the correct amount of access and disable and permissions that could cause modifications in your Bamboo HR system. This means that you should only give read permissions of the information you need to share. In this case, skip the 'What this Access Level Can Do' step.
Name the Access Level Name accordingly.
2. Provide the necessary permissions for the service user. Mandatory data in order for a Sana account to be created:
Email
First name
Last name
3. Add the service user to the Access Level you've created.
4. Login to the service user or admin account and go to the settings menu. Click on 'API Keys'.
5. Create a new API key and name it accordingly. Click on 'Generate key' and save the API key.
💡You'll need to share the following to your Sana Integrations Specialist or Sana Engagement Manager:
Bamboo HR domain e.g https://sana.bamboohr.com where Sana is the domain.
API key