Availability: Business and Enterprise plan
Data-import integration with BambooHR allows you to pre-populate PandaDoc documents with data from BambooHR to easily send and esign them. This integration works with the Employee object in BambooHR.
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Features
Variables: You can pass information from BambooHR to PandaDoc documents automatically with the help of variables.
Recipients: You can pass contact information from BambooHR.
Connect BambooHR to your PandaDoc account
Log in to both your PandaDoc and BambooHR accounts.
In PandaDoc, go to Settings on the left panel > Integrations > scroll down to BambooHR and click on it
Select Connect
In the popup, fill out API token and your BambooHR subdomain, click Connect
Set up templates to pull information from BambooHR
PandaDoc data-import integration with BambooHR allows you to pre-populate information from BambooHR in your PandaDoc templates through variables and pre-assign contact information to template roles.
Now let's dig deeper.
Import field values from BambooHR via variables
Pre-set a PandaDoc template with variables that will pull information from BambooHR each time you create a new document from this template.
Open your template (click here to learn how to create a new one) in PandaDoc
In the Workflow builder, click +Add step
Select Pull data from integration
Click BambooHR
Select Employees under 'Where do you want to pull the data?'
Click on Variables to access the list of available variables corresponding to a BambooHR employee's fields. Copy and paste these variables with the square brackets into text blocks in your template
Import field values from BambooHR via fields
You can pass data into PandaDoc fields similarly to how variables operate.
In your template, add fillable fields for your recipients.
Click on a field in your template and select Options (gear icon) to access the field properties.
Scroll down to Merge field. Since you have already connected your BambooHR account, the list of related variables will be available.
From the dropdown, select the variable.
Once you create and send the document, the recipient will see the pre-filled data and will be able to update this field, provided the field has been assigned to them.
Create a document
When in your template, select Use this template at the top right to create a document
Click on the employee record you need and select Link. Please note, you need to type the full email address of an employee record to find it using the search bar
In the next pop-up, you’ll see the recipient information from BambooHR is available in the dropdown when you click to assign a recipient to a role (provided you’ve selected a placeholder as described here). Assign more recipients to roles if needed and click Edit document.
Once your document is created, variables will be populated with information from BambooHR.