For customers of our BambooHR integration.
In addition to the default data fields imported from BambooHR, you can import custom field data for people and positions. You can then utilize your custom field data in reports, when applying org chart visualization tools, and more.
For each BambooHR custom field you want to import, you must first create an identical custom field in Built:
Only Company Admins and HR Admins can create custom fields. Only Company Admins, HR Admins, and HR Managers can initiate an import. Learn more about managing user roles and permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Fields tab.
Click the Add Field button in the upper-right corner to create a new custom field.
While all Built customers can add custom people fields, only customers of our Position Management module can add custom asset or position fields. Custom asset data cannot be imported from BambooHR. Imported people and position field data will be appropriately mapped to your Built custom field, even if the entity types do not match.Enter the name of the custom field you want to add.
The custom field name for the BambooHR custom field and the Built custom field must match exactly. Ensure that all characters are identical and there are no extra spaces before or after the name.
You may enter an optional description for the new custom field.
Click the Field Type dropdown to select Short Text, Numeric, or Currency. The field type set in BambooHR must map to a corresponding field type in Built. While some BambooHR field types correspond to an equivalent field type in Built (number field in BambooHR; numeric in Built), other BambooHR field types must be stored in Built as short text. Refer to the table below to choose the appropriate field type:
Here’s an example of how you might select a field type when importing a custom field from BambooHR:
Your organization has a number custom field in BambooHR called "Security Level" and a short answer custom field in BambooHR called "Food Allergies." In Built, you would create a position custom field called "Security Level" and set the field type to Numeric, then create a people custom field called "Food Allergies" and set the field type to Short Text.
Select the appropriate settings for the new custom field, and click Save. Your custom field data will be updated during all future imports. Learn more about utilizing custom fields.
Notes about imported custom fields:
If a person has multiple positions in Built, imported position custom field data will be applied to all of their positions.
If custom field data is deleted in BambooHR after it’s been imported from BambooHR, the data will remain until you clear the data manually or delete the custom field in Built.
Please contact our Customer Success Team for additional assistance.