Introduction

Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.

Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.

Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).

This article describes the process of using a Docebo Connect recipe to facilitate the batch import of newly created or updated employees from BambooHR.

For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.

Activating Docebo Connect

To activate Docebo Connect on your platform or sandbox, please reach out to your Docebo account manager. Please note that depending on the integration requirements, there may be associated costs.

Before you start

All the recipes for this integration can be found in the project's folder. This folder should be considered a “special folder” as all the recipes contained within are subject to automatic updates. As such, any customizations you make to recipes located within the folder can be overwritten by Docebo. In order to prevent such an occurrence, it is strongly advised to create a new project folder for any recipes you wish to use in production and copy or clone the recipes from the project's folder inside.

Prior to configuring and using the integration, you need to make clones of all the recipes used in this integration. For more information on how to clone and edit a cloned recipe, please see Docebo Connect Usage: Copying Recipes. The list of recipes that need to be cloned can be found in the Recipes chapter of this article. All recipes that call a sub-recipe will require editing, the called sub-recipes can be found in a list inside the recipe description.

Please note: This integration requires Full Admin permissions in BambooHR.

Obtaining your BambooHR API key

Log in to BambooHR using a service account with the appropriate permission levels for all the resources you wish to be able to access via Docebo Connect. Next, press on the icon in the top right corner of the screen, revealing a drop-down menu and select API Keys.

In the following screen press the Add New Key button to create a new API Key.

In the resulting modal window, give your API Key a unique and meaningful name, then press the Generate Key button.

You will then be presented with the API Key that you can use in Docebo Connect. Press the Copy Key button to copy the information to your computer's clipboard and paste it into a text editor for use later.

Please note: The Admin's permission level, for example for actions, visibility on users or user fields, depends on the permissions assigned to the user in BambooHR who is the owner of the API key.

Lookup table

Click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the integration-settings table.

Please make sure that the table in the platform matches the table presented here, if any of the following rows are missing, please add them by typing the values in the relevant text boxes and then pressing the green check mark icon to save the row.

Add the following row if it does not already exist:

The populated table will look as follows:

You can now move on to configuring the necessary connections for this integration.

Connectors

You will need two connectors for these recipes, BambooHR and your default Docebo Connect connector.

The default Docebo connector will already be located inside your Project folder, described here are the steps necessary to add the BambooHR connector to Docebo Connect.

The BambooHR connector can be found by first pressing the down arrow next to the Create recipe button in the BambooHR folder, then pressing Create connection.

In the following Create Connection screen, type BambooHR into the search box and press enter. Then, click on the BambooHR connector in the search results:

You will then need to configure the connector by filling in the relevant fields with your BambooHR information:

Recipes

Please note: In order for this integration to work properly, the following recipes need to be started first:

• Create/Update user record from BambooHR to Docebo Learn
• Create / Update users from BambooHR to Docebo LMS

For more information about starting recipes, please see Docebo Connect usage: common recipe actions.

Create/Update user record from BambooHR to Docebo Learn

This recipe monitors the creation and update of user records in BambooHR. When an event is captured, the information is forwarded to the recipe Create/Update user record from BambooHR to Docebo. It requires no further configuration.

Trigger

This recipe is triggered by the creation or update of users in BambooHR.

Calls to other recipes

• Create / Update users from BambooHR to Docebo LMS

Create / Update users from BambooHR to Docebo LMS

This recipe performs the creation and update of users in the Docebo platform. It requires no further configuration.

Trigger

Triggered via function call

Calls to other recipes

• None