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.
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, please reach out to your Docebo Account Manager.
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.
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.
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 Workday folder, then pressing Create connection.
In the following Create Connection screen, type BambooHR into the search box and hit 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:
Create/Update user record from BambooHR to Docebo Learn
This recipe allows you to batch import newly created or updated employees from BambooHR into Docebo Learn.
The second element of the recipe implements two variables, an email recipient and a manager ID. The email recipient field represents the administrator email address which will be used to send a log of any errors that may have occurred during the import process. The manager ID field should be left blank as it exists merely to create an instance of the variable which will be populated by the recipe in later steps.
These fields can easily be edited by clicking on the trigger and editing the time units, currently set to every 1 hour. To do so, click on the second element in the recipe and then press the Edit button in the top right corner of the window. You will then be in edit mode.
Enter the email address you wish to apply and then press the Save button in the top right corner of the window to apply your changes to the recipe. Next, press the Exit button to leave edit mode. For more information about common recipe actions please see Docebo Connect Usage: Common Recipe Actions.