Overview

Spendflo offers seamless integration with BambooHR, a popular HR management system, allowing you to streamline your employee data and enhance your SaaS management process. This guide will walk you through the steps to integrate Spendflo with BambooHR using two methods. Choose the method that best suits your preferences and needs.

Method 1: Authentication through BambooHR's Website (Recommended)

Open Spendflo Integrations Page

Start by logging into your Spendflo account and navigate to the Spendflo Integrations page from Settings>Management Hub>Integrations.

Locate BambooHr

Under the "Available" section of the integrations page, locate "BambooHR" in the HRMS category. Click Connect 

Authentication 

Choose the option that reads "I want to authenticate through BambooHR's website (Recommended)" and click "Next."

Enter Sub-domain

Input your BambooHR sub-domain name. Your sub-domain is the prefix word of your organization's Bamboohr URL. For example, if the Bmaboohr URL for an organization is acme.bamboohr.com then the sub-domain will be "acme".

After entering the value click Submit

Open Authentication Window

Click "Open Window" to initiate the authentication process.

Provide Credentials

In the newly opened window, enter your BambooHR admin credentials and log in. Once authenticated, the window will automatically close, or you can manually close it.

Return to Spendflo

After returning to app.spendflo.com, you will be presented with the connected screen.

Continue and Review Permissions

Click "Continue," and you will be taken to the permissions screen. Ensure that everything is integrated properly, then click "Done."

Successful Connection

You will now see the BambooHR app listed under the "Connected" section, indicating a successful integration.

Please note that the data from BambooHR can take up to 24 hours to reflect on the Spendflo App

Method 2: Integration using API Key

Login to your BambooHr Account

Before proceeding to Spendflo, log in to your BambooHR account.

Access API Keys

Click on your account name at the top-right corner of the BambooHR interface. Then, select "API Keys" from the options. Click "Add New Key."

Generate API Key

Enter a name for your API Key and click "Generate Key."

Copy API Key

Once generated, copy the API Key. This key will be used during the integration process.

Open Spendflo Integrations Page

Log into your Spendflo account and navigate to the Spendflo Integrations page from Settings>Management Hub>Integrations.

Locate BambooHr

Under the "Available" section of the integrations page, locate "BambooHR" in the HRMS category. Click Connect 

Authentication

Choose "I want to use my API Key or Access Token." and click "Next."

Enter Sub-domain

Input your BambooHR sub-domain name. Your sub-domain is the prefix word of your organization's Bamboohr URL. For example, if the Bmaboohr URL for an organization is acme.bamboohr.com then the sub-domain will be "acme".

After entering the value, click Submit.

Enter API Key

Paste the API Key you copied earlier into the provided field. Click "Submit."

Continue and Review Permissions

Click "Continue," and you will be taken to the permissions screen. Ensure that everything is integrated properly, then click "Done."

Integration Complete

Once the integration process is complete and successful, you will be notified with a final screen confirming the integration. Your Spendflo and BambooHR accounts are now connected, allowing for streamlined data sharing and enhanced SaaS Management.

Please note that the data from BambooHR can take up to 24 hours to reflect on the Spendflo App