Syncing Organisational Structures from Bamboo

You can sync the organisational structure information from Bamboo to Pento. The integration works by matching the fields and values by name. So you'll need to ensure the relevant lists exist in both Pento and Bamboo before enabling the sync.

What data can be synced from Bamboo?

Org structures in Pento can be matched to any list from the Employee Fields in Bamboo, including Custom Fields:

Creating the Org Structure in Pento

You will need to create your Org Structures in Pento and ensure the names of the fields and values match exactly the fields you want to pull from Bamboo. If they don't match, that info won't be synced over. If you would like more information, you can follow this article: Custom Organisational Fields.

Enabling the Org Structure

You can enable the Org Structure sync in your Bamboo settings.

1. Go to Settings > Bamboo and toggle on Organisational Structure.
2. The Department lists from Bamboo that matches Org Structure Fields in Pento will be displayed. Select the field that you would like to sync to Pento.
   
3. To add another Org Structure, select Add Org Structure. You can sync as many Org Structures as required.
   
4. Save your changes.

Sync logs

If a value cannot be matched in Pento, it will not sync and will display an Incomplete status in the Sync Logs. If this happens, please review your Settings in Bamboo and Pento. If you need more help, please don't hesitate to get in touch with our Customer Support team.

FAQ

I can’t see the Bamboo field that I would like to sync to Pento.

The integration will only sync Employee fields and custom lists from the Employee fields in Settings. The integration works by matching the fields and values of sites, and therefore the descriptions need to match exactly. If you can’t see the Bamboo field, you will need to check if the name of the field matches exactly in both systems. Any slight difference in naming will prevent the field from syncing.