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Documentation Index

Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt

Use this file to discover all available pages before exploring further.

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Prerequisites

Before you can add the connection, you need to generate an API key from your BambooHR account:
1
Log in to BambooHR with a user that has sufficient permissions. The API key inherits the permissions of the user who creates it, so for full employee access, have an admin generate the key.
2
Click your name in the lower-left corner of any page and select API Keys from the user context menu.
3
Click Add API Key, give the key a name, and generate it.
4
Copy the key immediately and store it securely. BambooHR only displays the key once.

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Setup Guide

Follow these steps to connect BambooHR to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type BambooHR into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
In Connect AI, enter the Domain, which is the subdomain of your BambooHR account URL (for example, if your BambooHR URL is https://yourcompany.bamboohr.com, the Domain is yourcompany).
6
Enter the API Key.
7
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.