OrgChart User Guide

For BambooHR, OrgChart NOW will need your API key.
This key can be copied directly from BambooHR.
Once the key has been obtained, simply enter it into OrgChart NOW

Watch the first half of this video to see how to get your BambooHR API key -https://www.youtube.com/watch?v=SHFnD8jxxHk

Once you have the key follow these steps:

• Log into OrgChart Now
• Select the FILE tab and then the Configuration icon
• Select BambooHR
  • Enter your subdomain (the first part of the URL for bambooHR)
  • Set the API Key (from the video)
  • Set Report ID to 1
• Click OK
• Select the Import icon
• Select the BambooHR menu item
• Step through the Import Wizard (in the Chart Template step select Photo-Left)
• Hit Next until you see a chart.

More information regarding the different report ID's:

ReportID 0:

1. displayName
2. jobTitle
3. status
4. supervisorEId
5. id
6. employeeNumber
7. department
8. division
9. location

ReportID 1: (+Report0)

1. workEmail
2. workPhone
3. mobilePhone
4. gender
5. hireDate
6. photoUploaded

ReportID 102: (+Report0)

1. customSeatNumber

Report ID 103: (+Report0)

1. workEmail
2. workPhone
3. mobilePhone
4. gender
5. hireDate
6. photoUploaded
7. customContingencyPhoneTree
8. customPhoneTree

Report ID 114: (+Report0)

1. payRate
2. payGroup
3. payGroupId
4. payType

Report ID 115: (+Report1)

1. Location
2. Employment Status (Full-Time, Part-Time)

Some additional notes on the API Key

API Keys have the permissions access of the user who creates them, and so if a user's access is changed (either with the termination of a profile when someone leaves a company, or, if someone's role changes and they are assigned to a different permissions group), then the access for the API key changes as well.

We recommend that customers create a unique permissions group and user specifically for the API key of an integration. This way, it is not tied to a specific employee, and this scenario is less likely to happen with them.

Generate an API Key

Navigate to your profile picture in the top-right corner of your account and select "API Keys."



Click "Add A New Key." The access allowed by each API key is based on the permissions access of the user who generated it. More details for setting up a custom permissions group for an integration are below.



From here the API key will be generated. You can have multiple API keys associated with a user at the same time.

Creating an API key for Integrations

Start this process by creating a custom permissions group that only includes access to the fields needed for the integration. When you create an API key, the API key has the same amount of access as the user who creates it. By setting up the custom permission group first, the API key won't have access to more information than necessary.

Set up as Non-Employee User



Go to permissions and select the "Add User" button. Be sure to select the user isn't an employee since you will only be using this user for the integration. Once you create the user, assign them to the new custom permissions group specific to the integration.

If necessary, you can create an email alias for the integration so you can connect it to your original email address. For example, if your regular email address is moc.RHoobmab|raebadnap#moc.RHoobmab|raebadnap and you want to create a non-employee user with the same address then you can use an email alias such as pandabear+moc.RHoobmab|noitargetni#moc.RHoobmab|noitargetni.

Create the API Key
Login as the non-employee user and create an API key for the integration (as explained above). This way the API key will only have the same access as the non-employee user you created.