Lucidchart | Marketplace Partner
How does Lucidchart integrate with BambooHR?
Purpose: To help you understand what you can use Lucidchart for and how you can integrate it with BambooHR.
Lucidchart
An overview from BambooHR® Marketplace:
Lucidchart is an essential visual productivity platform that helps anyone understand and share ideas, information, and processes with clarity. With this intuitive, cloud-based platform, you can import employee information from BambooHR and automatically create org charts that can help you visualize your company’s structure and plan for future changes. Not only does Lucidchart make it simple to experiment with your org structure, but it also makes it easy to export or share your org charts with stakeholders. Beyond org chart creation, you can also use Lucidchart to create and share process flowcharts, mind maps, mockups, ERDs, UML diagrams, and more. Join over 13 million users who work visually and collaborate in real-time using Lucidchart.
You can learn more about Lucidchart in BambooHR® Marketplace.
Lucidchart
Log in to your Lucidchart account. Click Org Chart.
Org chart templates
Select Blank Org Chart since you will be selecting the fields later on.
Import data
To import data, click File. Hover over "Import Data" and select Org Chart.
Import your employee table
Select BambooHR and enter your BambooHR subdomain.* Click Next.
*The subdomain is the first part of your BambooHR account URL, so if your account URL is https://helpcontent.bamboohr.com, your subdomain is helpcontent.
BambooHR login
You will be redirected to your BambooHR login screen. Enter your login credentials and click Log In.
Employee information
Check the box next to the fields you would like to show in the org chart. Click Import Data.
Separate org charts
Choose whether you would like to see one org chart for the entire organization or separate org charts for specific departments, divisions, etc.
Supervisors
If an employee does not have a manager listed in BambooHR, they will not be connected in the org chart. Before importing your data from BambooHR, make sure all employees have a manager listed.
Click Finish.
Org chart
You can now view your company's org chart in Lucidchart.
You can find this information in BambooHR® Marketplace. To learn more about syncing fields, please click here and navigate to the Integration section.
If you are an existing customer using this integration, please be aware that Lucidchart supports this integration.
Click here to find contact information.