How to Integrate Google Sheets with BambooHR to Update BambooHR When a Row is Updated in Google Sheets

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Google Sheets is a convenient tool that makes data sharing and real-time editing easy for teams. It can be accessed online from anywhere, allowing for efficient collaboration among multiple users.
However, if you are manually syncing information between Google Sheets and BambooHR, it may increase your workload and make it difficult to maintain data integrity.
This article explains the benefits of integrating Google Sheets with BambooHR and how to set it up.

This article is recommended for

The content introduced here is recommended for the following people!

・Those who are using Google Sheets and BambooHR but are struggling with the hassle of data updates
・Those who feel challenged by frequent transcription tasks and update errors in managing HR information
・HR management personnel who want to quickly reflect changes in employee information and prevent work delays

Benefits and Examples of Integrating Google Sheets and BambooHR

Benefit 1: Streamlining Data Update Tasks

By integrating Google Sheets with BambooHR, you can expect to improve the efficiency of data update tasks.
Especially in HR departments that manage information with multiple people sharing Google Sheets, the burden of change tasks can be reduced.
For example, when managing employee address changes in the HR department, new information entered in Google Sheets can be automatically reflected in BambooHR, eliminating the need to manually enter data into BambooHR.
This eliminates the need for manual transcription tasks that were previously required, reducing the time spent on data entry.
As a result, the entire team will be able to focus on more important tasks.

Benefit 2: Smooth Information Sharing

When employee information is automatically updated, information sharing between teams becomes smoother.
For example, when a recruiter enters new employee onboarding information into the spreadsheet, the data is automatically reflected in BambooHR.
This allows the accounting department to start payroll calculations immediately, and the general affairs department can quickly proceed with the necessary preparations for onboarding.
As a result, delays in information transmission and duplicate work can be minimized.
If smooth information sharing is realized, collaboration between teams can be strengthened, and each department may be able to operate more efficiently.

Benefit 3: Reduction of Human Errors

Manual data transcription tasks are prone to errors and may require a lot of time for corrections.
By reducing manual input tasks, human errors in employee information management can be minimized.
For example, in companies that manage position changes or location changes with Google Sheets, the risk of errors or data omissions that tend to occur when team leaders manually transcribe information into BambooHR can be avoided.
Especially in situations where payroll calculations or position decisions are made based on HR information, the risk of incorrect data affecting decision-making can be minimized.
As a result, it may be possible to make quick decisions while reducing the effort of data correction.

In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.

[What is Yoom]

How to Create a Google Sheets and BambooHR Integration Flow

This time, we will create a flow of [Update BambooHR employee information when a row is updated in Google Sheets].

The integration flow is broadly created through the following processes.

・Register Google Sheets and BambooHR as My Apps
・Set up a trigger to activate when a row is updated in Google Sheets
・Configure settings to update employee information in BambooHR
・Testing and verification

Step 1: Integration with Google Sheets and BambooHR as My Apps

First, log in to your Yoom account.
If you don't have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search for and register Google Sheets and BambooHR respectively.

Registering Google Sheets as My App

First, let's register from Google Sheets. Enter "Google Sheets" in the input field, and when the Google Sheets icon appears, click on the icon.

1. The following screen will appear.
Click "Sign in with Google".

2. Select the account to integrate.

3. Review the content and click "Next".

4. Review the content and click "Continue".

Registering BambooHR as My App

Similarly, search for BambooHR and click on the icon.

1. The following screen will appear.
Enter the Account Name, Company Domain, and API Key.

This completes the registration of Google Sheets and BambooHR as My Apps.

Upon successful registration, the following screen will be displayed.
Check if the icons for Google Sheets and BambooHR are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template and Preparing the Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up a trigger to activate when a row is updated in Google Sheets

1. First, click on "When a row is updated" at the top.

2. You can set the title freely.
Enter the account information to connect with Google Sheets.
Select "When a row is updated" as the trigger.
After entering, click "Next".

3. Set each item.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.
For Spreadsheet ID and Sheet ID, click the input field to display suggestions and select from them.
Specify any range for the table.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting up to update employee information in BambooHR

1. Finally, click the "Update Employee" icon.

2. Enter the account information to connect with BambooHR.
Select "Update Employee" as the action.
After entering, click "Next".

3. Enter each item.
When you click the input field, the previously obtained output will be displayed, so use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. With this, the flow of [Updating employee information in BambooHR when a row is updated in Google Sheets] is complete.

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

With Yoom, you can easily use it without specialized knowledge.
Try this convenient flow from the link below.

Other Automation Examples Using Google Sheets and BambooHR

There are many other examples of automation using Google Sheets and BambooHR in Yoom, so here are a few.

1. This flow adds employee information to BambooHR when a row is added in Google Sheets.

In the flow introduced this time, we presented a flow that updates BambooHR when a row is updated.
On the other hand, by using this template, you can add employee information when a new row is added in Google Sheets.
Automating registration helps prevent errors common in manual tasks and makes it easier to ensure the accuracy and consistency of data handled within the team.

2. This is a flow to create a meeting space in Google Meet when a row is added in Google Sheets.
‍ By using this template, a meeting space in Google Meet will be automatically created when a row is added in Google Sheets.
This will help you reduce the time spent preparing for meetings, allowing you to work more efficiently.

3. This is a flow to notify Slack when a row is updated in Google Sheets.
If you want to receive notifications when information in Google Sheets is updated, this template is recommended.
When information in Google Sheets is updated, you can automatically send a notification to Slack based on that content.

Summary

By integrating Google Sheets with BambooHR, whenever a row is updated in Google Sheets, BambooHR is automatically updated as well.
The automation of update tasks eliminates the need for manual data entry, aiming to improve overall business performance.
Even those who are concerned about their technical knowledge can easily start automating tasks with Yoom.
No programming skills are required; you just need to select a template to efficiently automate time-consuming and routine tasks.
Why not use Yoom to make your daily tasks run more smoothly?