This integration enables automatic synchronization of employee data from BambooHR to SymphonyAI. Whenever a new employee is created or an existing employee record is updated in BambooHR, the integration automatically creates or updates the corresponding User record in SymphonyAI. Additionally, the SymphonyAI User ID is written back to BambooHR to ensure both systems remain synchronized and reference-aligned.
Prerequisites
Connections: BambooHR Connector in Integration Hub, SymphonyAI Connector
Configuration: Required field mapping, Permission to update employee records in BambooHR
Trigger
The workflow is automatically triggered whenever a new employee is created or an existing employee record is updated in BambooHR.
The workflow starts when a new or updated employee record is triggered in BambooHR (real-time).
It creates or updates the corresponding user in SymphonyAI.
If the SymphonyAI User ID is generated, it updates the employee record in BambooHR.
If the user already exists, the record is synchronized without duplication.
Finally, it completes the job after successful synchronization.
Main Flow
Creates or updates a user in SymphonyAI whenever a new employee is added or an existing employee record is modified in BambooHR. It automatically syncs employee details and writes back the SymphonyAI User ID to BambooHR to maintain accurate cross-system mapping. This ensures both systems remain aligned and synchronized in real time.
The following recipe displays the workflow initiation and real-time trigger from BambooHR.
Field Description
The following table describes the Main flow of the Recipe.
Step No. | Step Name | Type | Description |
|---|---|---|---|
1 | New/Updated Employee in BambooHR (Real-time) | Trigger | Workflow starts when a new employee is created or an existing employee is updated in BambooHR. |
2 | Upsert User in SymphonyAI v5 | Action | Creates or updates the corresponding user record in SymphonyAI based on BambooHR data. |
3 | IF SAI UserID is not present | Condition | Checks whether the SymphonyAI User ID is missing in the BambooHR record. |
4 | IF User ID is present (SymphonyAI) | Condition | Verifies if a User ID exists after the upsert action to confirm successful user creation or update in SymphonyAI. |
5 | Update Employee in BambooHR | Action | Updates the BambooHR employee record with the SymphonyAI User ID to maintain synchronization between both systems. |
Integrate BambooHR to SymphonyAI
This integration will create or update a User in SymphonyAI when a new employee is created or an existing employee is updated in BambooHR.
Log in as an Admin.
Navigate to Projects in Integration Hub.
Check if active Connections exist for BambooHR and SymphonyAI and verify that the BambooHR–SymphonyAI Recipe is active. If the connections are not active, inform the POC to activate them.
Create a new employee record (or update an existing employee) in BambooHR. Ensure mandatory fields such as Name, Email, Department, and Status are populated.