Import data from BambooHR

Pingboard allows you to import data from BambooHR into Pingboard with an easy CSV file import.

Free accounts can import Org Chart data (Names, Emails, Job Titles, and Managers), while SoloTeam, and Company accounts will let you use CSVs to update any Custom Field information in Pingboard, along with Teams and Locations.

First, Export Data from BambooHR

From your Company Page, select the Reports tab from the top menu bar.
Click Add Report on the left-hand side and name it Pingboard Report.
Next, Under Browse Fields select First Name, Last Name, Work Email, Job Title, and Reports To. Click Save at the bottom of the page. Then, click the More drop-down menu at the top of the report and select CSV.

Open your exported CSV on your computer, then edit the spreadsheet by removing any columns without data or fields that you don't want to import to Pingboard.

Next, import your data into your Pingboard

Once you're finished editing your spreadsheet, it's time to import that CSV data into Pingboard. Use Pingboard's Org Chart import tools to import your exported CSV and build your Org Chart.

Note CSV stands for "comma-separated values", a specific type of spreadsheet file that you can export or "save as" in most spreadsheet software (like Excel).

Next Steps Import your CSV to Pingboard

Still need help? Let us know.

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