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BambooHR Integration

SurveyMonkey

BambooHR Integration

Connecting BambooHR
Set Up the Integration
Target Your Audience
Analyzing your Results
Disabling BambooHR
Enabling BambooHR
Deleting your BambooHR Connection
Managing Data

Enterprise Feature: The BambooHR integration is available on Enterprise plans in US and EU data centers.

SurveyMonkey's integration with BambooHR lets you:

Build surveys using employee data to make sure you reach the right people without manually exporting and uploading contacts.
Enrich your survey responses with employee details, such as group or location, so you can easily filter and analyze feedback across your organization.
Share your connection across your organization so the people you work with can access BambooHR data for their own surveys without needing to set up or manage the integration themselves.

Connecting BambooHR

Set Up the Integration

Only one BambooHR connection can be active per account at a time.

When you connect BambooHR for the first time, your Enterprise Admin needs to choose what employee data to bring into SurveyMonkey. Once set up, you can share this connection across the organization so the people you work with can use it right away.

To connect your BambooHR account to SurveyMonkey:

Go to Team Settings.
Select Team Integrations, and select Connect to find the BambooHR integration.
Select BambooHR and then Sign in.
Enter your BambooHR subdomain details and select Next.
To sign in, enter your BambooHR email address and password or use OAuth credentials and select Next to agree to the access terms and authorize the connection. You must be an administrator of BambooHR to connect.
Select Next, then Finish to complete the connection.
Select the employee attributes you want to bring in. A work email address is required to set up the connection. You can select additional attributes, such as Company, Employee, Employment, Group (which can include Department, Divisions, and Teams based on your organization’s BambooHR configuration), and Location.
Next, share the BambooHR connection with your Team or Individual team members you want to provide access to. Only Full users can access this connection.
Select Done to complete the setup. This starts syncing your employee data from BambooHR to SurveyMonkey.

Sync time depends on your BambooHR account size. We show Sync in progress while it runs in the background. Future syncs run faster because we only update recent changes.

Target Your Audience

Build your survey contact list using BambooHR data instead of manually uploading contacts on your email collector. We sync your BambooHR data every 24 hours and use the most recent sync when sending your survey.

To target your survey audience:

Create your survey.
- Select Create survey from the SurveyMonkey header on any screen to choose a survey creation starting point, or
- Select an existing survey from your Home page.
Next, Publish survey and Send by email.
- Select Publish survey in the survey header and select Send by email, or
- Select Add new collector + to add an Email collector to your current collector list.
Choose your audience and select Pick the people you want to hear from. Define your target audience using the supported BambooHR attributes (Group) during the survey collector setup.
Create and customize your email message, select Next.
(Optional) Edit the collector options to control how you collect data and to customize the survey-taking experience. Select Show advanced options to see all available collector options.
Select Next again to Send or schedule your email and choose one of the following options:
- Check Send Now to send your invitation right away and disable the ability to schedule the message. The message will be sent after approximately 5 minutes.
- Check Schedule for later to update the date and time fields to schedule your invitation for a later date and time.
- Check Set up recurring email to automatically send the survey to the same group more than once.
Select Send now or Schedule to start collecting responses.

Tip! To view your recipient list before sending, save a draft of your filtered email collector. Open the draft and select the Recipients tab to see the total count and employee details.

Analyzing your Results

We add BambooHR data to survey responses so you can easily filter and analyze feedback. When connected, we attach the audience details that you choose directly to the responses to save you time.

To analyze your results:

Select the Analyze results tab of your survey.
Select Filter to sort your results using the BambooHR attributes, which appear as Respondent Metadata. In the text box field, manually enter the specific criteria you want to filter by, such as response time, IP address, email address, first name, last name, or custom data.
Select Apply.
(Optional) Select Dashboard to build custom views showing trends across different employee segments.

You can Export your survey data to your preferred format.

Tip! To filter your results by BambooHR attributes, type the metadata fields in the text box under the Respondent Metadata filter. BambooHR attributes don't fill in automatically.

Disabling BambooHR

To disable your BambooHR account:

Go to Team Settings.
Select Team Integrations.
Find the BambooHR integration and select Manage.
Select Disable.

Once you disable your BambooHR account, you can’t create new email collectors or edit any existing ones with employee attributes.

Disabling your connection stops syncing employee data from BambooHR to SurveyMonkey and could impact your surveys.

Enabling BambooHR

To enable your BambooHR account:

Go to Team Settings.
Select Team Integrations.
Find the BambooHR integration and select Manage.
Select Enable.

When you re-enable your account, all your configurations are restored, allowing you to resume syncing with BambooHR.

Deleting your BambooHR Connection

If you delete your BambooHR account, you lose your connection and all saved settings. Because this action can't be undone, reconnecting later requires you to log in again. Deleting also removes custom preferences like sharing settings and attribute selections, so you must reconfigure them.

To delete your BambooHR connection:

Go to Team Settings.
Select Team Integrations.
Find the BambooHR integration and select Manage.
Select the Delete trash bin icon.
Select Delete on the confirmation message to finish. This removes the connection and immediately deletes all synced employee data. This action can’t be undone.

Managing Data

Your employee data stays secure and is managed directly in BambooHR. Your data syncs every 24 hours, and changes you make in BambooHR don’t reflect immediately in your SurveyMonkey account.

To request the deletion or export of employee data stored in the integration address book (such as fulfilling a privacy or data rights request), contact Customer Support.

To learn more about data management and privacy, visit our Help Center article on Privacy Rights.

Workday Integration

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LLM Connectors

SurveyMonkey

BambooHR Integration

Connecting BambooHR

Set Up the Integration

Target Your Audience

Analyzing your Results

Disabling BambooHR

Enabling BambooHR

Deleting your BambooHR Connection

Managing Data

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