Import Contacts from BambooHR
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If you enable BambooHR integration, you can easily import contacts to Dropthought based on various conditions.
Pre-requisite:
Enable the BambooHR integration. Learn more.
Enable the required workflow. If you do not have it enabled from the Integrations page, you can do so while selecting it from the Lists page as well.
Follow the steps from Contact Lists to create a contact list. Further,
Select Workflows on BambooHR and click on Next.
From the following screen, select the workflow and click on Next.
Assign appropriate datatypes to BambooHR employee details (fields/metadata) and click on Next.
You can set up a primary key to differentiate between the contacts. This allows you to send out only one program to contact that satisfies the primary key combination.
Click on Save.
Thus, based on the selection,
You can import all existing employees on BambooHR as contacts within the Dropthought list.
Or
Add/update a Dropthought contact within the list whenever a new employee is added or updated on BambooHR.
