Accounting & HR
Set up BambooHR
Connect BambooHR to make HR's own records searchable — the employee directory becomes situated records (name, role, department, location) and the who's-out calendar one rolling note, so “is Maria in this week” answers from the system of record. Read-only.
- In BambooHR click your photo (bottom left) → API Keys → Add New Key and copy it.
- Documents → BambooHR, enter the company domain (the acme in acme.bamboohr.com) and paste the key.
- Choose access groups, Test, then Sync.
The key reads as its owner — what that account can see is what syncs. If the account has the employee directory disabled, BambooHR refuses the read and the source says exactly that.
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Last updated 29 Aug 2026