HRIS

BambooHR roster import guide for HeyPulse

Prepare a BambooHR custom report for HeyPulse roster import, including employee IDs, contact fields, departments, locations, managers, and status.

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⚡ Skip the export — connect BambooHR directly

HeyPulse syncs your BambooHR roster live over its API. During onboarding (or anytime in Settings → Workforce Directory → Live Provider Sync), pick BambooHR, paste your API credentials, preview the roster, and import in one click. The connection is saved so you can re-sync whenever your team changes. The CSV steps below remain available as a fallback.

Export steps

  1. 1Create an employee Custom Report and export it as CSV.
  2. 2Include contact fields, employment status, job title, department, location, manager, hire date, and custom segmentation fields.
  3. 3Do not worry about extra fields; HeyPulse stores them as metadata.

Recommended columns

Include as many of these fields as your export allows. HeyPulse can preserve additional columns as metadata for targeting and reporting.

Employee IDFirst nameLast nameWork emailMobile phoneJob titleDepartmentLocationManagerHire dateEmployment status

Mapping notes

BambooHR custom fields are useful for pulse targeting, so include the ones managers use to group people.

If column names differ from the examples above, HeyPulse still lets admins review detected fields and manually map unusual headers before import.