Streamline the recruiting to HR process by allowing candidate information to flow seamlessly into BambooHR once a candidate is hired in Lever. The candidate data from Lever will dynamically populate a new BambooHR employee profile, minimizing the time spent on manual data entry.
First, navigate to your account's Integrations page in Settings. Toggle on the integration.
When you toggle on the BambooHR integration, you will be prompted to enter the company URL used for your BambooHR account, as well as a contact for the integration.
- Contact - This is the individual who should be notified if there is ever a problem exporting a candidate into BambooHR. Hint: if you’re setting up the integration, it probably should be you!
- Authentication – Click to enter BambooHR credentials to setup the integration. Important note: We recommend that you create a new email address, such as integration@COMPANY.com, to authenticate the integration. This will ensure that, should the admin who is setting up the integration depart from your company, the Lever <> BambooHR integration will continue to operate successfully. In addition, the user who is authenticating the integration must have full Admin access within BambooHR. This can be configured within the BambooHR Permission Settings page at https://COMPANY.bamboohr.com/settings/permissions/
To confirm that you have entered all information correctly, click the verify button. This will send a test request to BambooHR to ensure that Lever can successfully authenticate using the company URL and authentication credentials that you provided.
In order to successfully create a candidate profile in BambooHR with job details, you must pre-populate values for Department, Job Title, and Location. These values in BambooHR must match the teams, job titles and locations in your Lever account.
Please note: "Department" in BambooHR corresponds to "Team" in Lever. "Location" refers to the location of the job.
Please note: Capitalization and special characters are important when mirroring your job values. For example, if your job location is listed in Lever as "Omaha, Nebraska - Regional Office" the location in BambooHR must be written exactly the same.