To use the direct integration with BambooHR, you'll need to link your BambooHR account to ExpenseIn.
Note:
For security reasons, ExpenseIn will never link your ExpenseIn account and BambooHR account for you. This must be done by an authorised person from your company.
See our BambooHR integration Help Article for more information on how the integration works.
To connect your BambooHR account to ExpenseIn, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the HR subheading.
3. Locate BambooHR in the list of available connections and click Connect.
4. Enter your BambooHR Company Domain, then click Next.
5. You'll be redirected to BambooHR to authenticate your account.
Note: ExpenseIn does not store or have access to your BambooHR login credentials.
6. When prompted, click Allow Access to proceed and share read-only access to your BambooHR account with ExpenseIn.
7. Against the new BambooHR connection, click the three dots icon and select Configure from the drop-down.
8. Enter your BambooHR integration settings.
Division - Enter the name of the division you want to use to limit the integration synchronisation to employees within that division of your BambooHR company. Note: If a division name is not entered, all employees will be synchronised.
Sync Approval Hierarchy - Select whether to include User Approval Flows in the sync by enabling the Sync Approval Hierarchy setting.
9. Click Save.
10. Go back to the HR page to check the BambooHR integration status.
Once the status displays as Connected, your ExpenseIn and BambooHR accounts will complete an initial synchronisation.