AppsCo supports provisioning and helps you with seamless and secure transition to the cloud environment under universal directory and central dashboard.
Provisioning is an essential for on-boarding and off-boarding your employees, organizing and protecting your company data-flow. Integrations enable the exchange of provisioning information and help you automate the management of users, contacts, access and data across different systems.
AppsCo provides a set of systems that integration can be achieved with. Depending on your company's needs you can set up integration from external system to AppsCo, or from AppsCo to other system.
Create and authorize integration
To set up an integration with BambooHR, go to the Provisioning page in your company.
Click Add to add an integration, scroll down and click on the BambooHR.
A dialog will open where you can fill out the information about the integration.
Title: add the integration title
Instance ID: this is the sub-domain of your instance on BambooHR. For example if your instance
URL is https://company.bamboohr.com you should write in company as instance ID.
Integration type: If provisioning will be done from BambooHR (integration system) to AppsCo or from AppsCo to BambooHR. For example if you choose from BambooHR to AppsCo changes made in BambooHR will be reflected on AppsCo after provisioning is done.
Schedule sync interval: Choose the interval for synchronization between the two systems. 
Activate integration: turn the toggle ON if you wish to activate integration.
Once everything is set up, click ADD to add the integration. 
You will be sent to BambooHR in order to authorize the application. Log in to your instance with your credentials.
If the application was authorized successfully you will be sent to the following screen. Click Provisioning to go back to the Provisioning page.
Add integration rules
You can set up different rules depending on the integration setup (if you are provisioning from BambooHR to AppsCo or from AppsCo to BambooHR).
BambooHR to AppsCo
On the Integration card click EDIT to go to the Manage page and set up integration rules. 
On Manage Integration page you can change the integration settings, register webhooks and add integration rules.
Integration rules are essential for any integration. Each rule defines the specific flow of integration. Rules run separately, so for different actions you will need to define different rules.
Click on Manage button on the Rules card. 
Click Add to create a rule. 
A dialog window will open where you can enter your settings.
Write in the descriptive name of the rule. It is recommended to write the title based on the action the rule is related to. Such as - Add all existing employees to AppsCo or Modify employee.
The first part of the rule represents an event or query in the BambooHR which will trigger a reaction.
Rule example No 1
Before you start with this sync, you need to make sure you have purchased enough AppsCo licences - you need a licence for each employee you wish to provision. So, if there are 50 employees in your BambooHR instance, you should have at least 50 licences in your AppsCo company.
Keep in mind that only employees with the Hire Date set in BambooHR will be synced.
Title: Add all existing employees from BambooHR to AppsCo (Sync employees)
Under Choose event or query the system, choose Lookup from the drop-down. This method will look for all the employees in your BambooHR instance.
Under Incoming object choose which object from BambooHR do you wish to sync - choose employee.
This query will look through BambooHR for all existing employees.
If you wish to narrow down the query and filter only specific domain for example or email, click on the Advanced button to open the additional options and add a condition.
If you wish to sync all users, you can skip the Advanced part. 
Employees are filtered by work email so you can choose if only employees with email ending with @domain.com or containing jane.doe will be synced.
Choose the Operator from the drop down.
Write in the value for example: @domain.com 
Now, in order to define the action which will be performed, under Action to be performed choose Add from the drop-down.
Under Affected object choose how will this user be added on AppsCo. Choose AppsCo User.
This means that Lookup will look for all the employees in BambooHR and then upon sync add them as AppsCo users inside your company.
If you wish to further define the object which will be affected, click on Advanced.
Under Advanced you can add the values which can be applied in affected object - for example write in the group in which all synced employees will be added to once they are created as users in AppsCo.
If you do not wish to apply any specific values, turn the toggle button ON to activate the rule and click Add to add it.
Rule will be created and you will be able to see it on the list.
Lookup rules can be RUN manually so you can sync all the users whenever it's suitable for you. Click the RUN button on the rule card to start the sync. 
Keep in mind that the sync might take some time. Once it's done you will see a toast message saying the sync is finished and if you check your company's directory on AppsCo, all employees from BambooHR, based on your rule, will be there.
Rule example No 2
This way you can set up different rules depending on your use case. You can also synchronize when an employee in BambooHR has been modified and modify user information in AppsCo.
You can set up the rule in the same manner as described above, just use different methods:
Choose event or query the system: Modified
Incoming object: BambooHR Employee
Action to be performed: Modify
Affected object: AppsCo User
So, when for example a last name of an employee in BambooHR has changed, if will also be modified in AppsCo. Remember that this can only work for managed users on AppsCo (users with your verified domain).
In order to be able to use this method, you will need to manually create a webhook for it on BambooHR.
Login to your BambooHR instance as admin and navigate to Settings/Account. Click on Webhooks and then Add Webhook to create a new one. 
At the same time, in another window, open AppsCo and your BambooHR integration (from BambooHR to AppsCo). Click Manage on the Webhooks card. 
On the BambooHR user modified card, click register, to register a webhook. 
Once it's registered, you will be able to copy webhook URL. Copy it so you can use it on BambooHR when creating the ''Modify employee'' webhook.
Go back to BambooHR and fill out the form:
Write in the webhook name: for example ''Modify employee''
Under what fields do you want to monitor: Choose the fields the integration will monitor. This means when a value for any of these fields changes, the integration will be triggered. Choose the values which are also available on AppsCo such as First name, Last name, WorkEmail, etc.
Under what format should the data be in: Choose JSON format
Under where should the data be posted: Here you should paste the webhook URL which you copied on AppsCo.
Click ''Save'' when you're done. 
AppsCo to BambooHR
To setup rules for provisioning from AppsCo to BambooHR, click EDIT on the integration card to open the Manage Integration page.
Click on Manage button on the Rules card. 
Click Add to create a new rule. 
A dialog window will open where you can enter your settings.
Write in the descriptive name of the rule. It is recommended to write the title based on the action the rule is related to. Such as - Lookup AppsCo users and add as BambooHR employees.
The first part of the rule represents an event or query in the BambooHR which will trigger a reaction - like in the previous examples. And the second part represents the reaction - what you are trying to achieve.
Rule example No 1
Title: Sync all existing users from AppsCo to BambooHR (Sync employees)
Under Choose event or query the system, choose Lookup from the drop-down. This method will look for all the users in your AppsCo company.
Under Incoming object choose which object from AppsCo do you wish to sync - choose user.
This query will look through AppsCo for all existing users. 
If you wish to narrow down the query and filter only users in specific group for example or domain, click on the Advanced button to open the additional options and add a condition.
If you wish to sync all users, you can skip the Advanced part.
Now, in order to define the action which will be performed, under Action to be performed choose Add from the drop-down.
Under Affected object choose how will this user be added on BambooHR. Choose BambooHR employee.
This means that Lookup will look for the users in AppsCo directory and then upon sync add them as BambooHR employees.
Switch the toggle on to activate the rule and click ADD to complete the setup.
Rule will be created and you will be able to see it on the list.
Lookup rules can be RUN manually so you can sync all the users whenever it's suitable for you. Click the RUN button on the rule card to start the sync. 
Keep in mind that the sync might take some time. Once it's done you will see a toast message saying the sync is finished and if you check your BambooHR employees list, you will see the employees added through provisioning.
Rule example No 2
When provisioning from AppsCo to BambooHR, you can add a separate rule for user added. When set properly it will enable you to provision a single user to BambooHR when it's added on AppsCo.
To set up this rule, open the Rules card and click Add to create a new rule.
A dialog will open where you can setup the rule.
Rule name: write in the descriptive title for the rule
Under Choose event of query the system choose Added.
Under Incoming object choose AppsCo user.
If you wish to narrow down the query and filter only users in specific group or domain, click on the Advanced button to open the additional options and add a condition.
Under Action to be performed choose Add as a method.
Under Affected object choose BambooHR Employee.
Turn on the toggle to activate the rule and click ADD to finish the setup. 
The rule will be added to the list. This rule will define the behavior of the integration when a new user is added in your AppsCo company.
Rule example No 3
You can set up a rule for ''modify user'' as well, so when a user in AppsCo has been modified, the employee information in BambooHR will be modified accordingly.
You can set up the rule in the same manner as described above, just use different methods:
Write in the name of the rule.
Under Choose event or query the system select Modified.
Under Incoming object choose AppsCo User.
So, when for example a last name of an employee in AppsCo has changed, if will also be modified in BambooHR.
You can use the filters to narrow down the query under Advanced.
Under Action to be performed choose Modify as a method.
Under Affected object choose BambooHR Employee.
Turn on the toggle to activate the rule and click ADD to finish the setup.
Remember that you can always add additional rules or remove the old ones in order to adjust
the integration and cover the cases important for your company.
If you have any questions, please send us an e-mail to support@appsco.com.
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