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.

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
Go to Extensions on the right panel
Click BambooHR
Select View related variables. You will see a 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. Unlike with variables, however, you must not include square brackets.

In your template, go to the Variables tab and scroll down to BambooHR variables
Copy a variable
Click on a field in your template and select Properties on the floating panel
Paste the copied variable without square brackets into the “Merge field”

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.

Import BambooHR contacts via template roles

Now let’s pre-populate this template with the recipient information from BambooHR by matching the template role with the contact placeholder from BambooHR.

To do this, go to Roles and select the placeholder from the Employee object under “Pre-assign a recipient” — you can choose between Employee and Manager placeholders.

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 populated into the template role in your template (provided you’ve selected a placeholder as described here). Assign more recipients to roles if needed and click Continue (select Skip to add recipients later)

Once your document is created, variables will be populated with information from BambooHR.

You can easily refresh data in the document if information in BambooHR was updated or link it to another record.

To link a document to another object:

Go to Apps on the right panel
Click BambooHR
Click the Unlink (click Link document if your document wasn’t created from a pre-set template)
Select Link document, then choose an employee record and click Link

To update information in your document:

Go to your BambooHR object and update the information
Then go back to your PandaDoc document
Click Apps on the right and click BambooHR
Select Refresh data

Note:

You can use Refresh data only in a draft document.

Skip to: