BambooHR is a popular HRIS solution that lets organizations define organizational membership. Cortex syncs with BambooHR to automatically sync team memberships. You can use BambooHR to understand key information such as:
- Team Membership
- Orphaned Services
In order to connect Cortex to your BambooHR instance, you’ll need to create a BambooHR API Key, and add it under Settings → BambooHR.
The token is tied to your BambooHR workspace, which you can find in your url as
Cortex uses the BambooHR integration to automatically sync team memberships. If you have a custom BambooHR Report that has the authoritative list of active employees, you can optionally tell Cortex to use that instead, under Settings → BambooHR.
You can find the Report ID in the URL, for example
Cortex stores team memberships from BambooHR. It uses the
division field to denote team membership, followed by
division is not specified.
If you have a custom Employee field used to denote team membership, you can add that under Settings → BambooHR.
Ownership of services through BambooHR is defined through an owner of type
- type: group
name: My Bamboo HR Team
name should be exactly equal to the value in the Team field.