How to integrate Google Sheets with BambooHR so that when a row is updated in Google Sheets, BambooHR is also updated

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 consistency. In this article, we will explain the benefits of integrating Google Sheets with BambooHR and how to set it up. This article is recommended for: - Those who use both Google Sheets and BambooHR but are struggling with the hassle of data updates. - Those who face challenges due to frequent transcription errors or update mistakes in managing HR information. - HR managers who want to quickly reflect changes in employee information to prevent work delays. Benefits and Examples of Integrating Google Sheets with 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 where multiple people manage information through shared Google Sheets, the burden of making changes can be reduced. For example, when managing employee address changes, new information entered into Google Sheets can automatically be reflected in BambooHR, eliminating the need to manually input data into BambooHR. This removes the need for manual transcription tasks that were previously necessary, reducing the time spent on data entry. As a result, the entire team can focus more on important tasks. Benefit 2: Smooth Information Sharing With automatic updates of employee information, information sharing between teams becomes smoother. For example, when a recruiter enters new employee onboarding information into the spreadsheet, that 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. Achieving smooth information sharing can strengthen collaboration between teams, allowing each department to operate more efficiently. Benefit 3: Reduction of Human Errors Manual data transcription is prone to errors, which can take a lot of time to correct. By reducing manual input tasks, you can minimize human errors in employee information management. For example, companies managing position changes or work location changes in Google Sheets can avoid the risk of common errors or data omissions that occur when team leaders manually transcribe information into BambooHR. Particularly in scenarios where HR information is used for payroll calculations or position decisions, the risk of incorrect data affecting decision-making can be minimized. As a result, it is possible to reduce the effort required for data correction while enabling quick decision-making. In this article, we will proceed with the integration using Yoom. If you haven't used it yet, please take a look at [First Time with Yoom](https://intercom.help/yoom/ja/collections/3043550-%E5%88%9D%E3%82%81%E3%81%A6%E3%81%AEyoom). [What is Yoom] How to Create a Flow for Integrating Google Sheets with BambooHR This time, we will create a flow where [Employee information in BambooHR is updated 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 - Test and verify Step 1: My App Integration with Google Sheets and BambooHR 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 and register Google Sheets and BambooHR respectively. Google Sheets My App Registration Let's start by registering Google Sheets. Enter "Google Sheets" in the input field, and when the Google Sheets icon appears, click on it. 1. The following screen will appear. Click "Sign in with Google." 2. Select the account to connect. 3. Review the content and click "Next." 4. Review the content and click "Continue." BambooHR My App Registration 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 My App registration for Google Sheets and BambooHR. Once the My App registration is successful, the following screen will appear. 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. Template Selection and Storage Preparation Click "Try it" from the link below.

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

Step 2: Setting 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 link with Google Sheets.
Select "When a row is updated" as the trigger.
Once you have finished entering, click "Next".

3. Set each item.
The trigger activation interval can be selected 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 table range you like.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting to Update Employee Information in BambooHR

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

2. Enter the account information to link with BambooHR.
Select "Update Employee" as the action.
Once you have finished entering, click "Next".

3. Enter each item.
When you click the input field, the output obtained earlier will be displayed, so please 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 BambooHR employee information when a row is updated in Google Sheets] is complete.

Step 4: Testing and Confirmation

Once the setup is complete, a screen like the following 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 introductions.

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

In the flow introduced this time, we presented a flow where BambooHR is updated 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.
By automating registration, it becomes easier to prevent errors that tend to occur with manual work and to ensure the accuracy and consistency of the 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 reduce the time needed for meeting preparation, allowing you to proceed with your 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, any updates made in Google Sheets will automatically reflect in BambooHR.
Automating the update process eliminates the need for manual data entry, aiming to enhance overall business performance.
Even those who are concerned about their technical knowledge can easily start automating tasks with Yoom.
No programming skills are required; simply choose a template to efficiently automate time-consuming and routine tasks.
Why not use Yoom to make your daily tasks run more smoothly?