OrgChart | Marketplace Partner

The article outlines the integration of OrgChart with BambooHR, emphasizing its purpose and functionalities. OrgChart generates organizational charts using data from BambooHR, providing real-time visibility into the organization. Users can enable the integration by creating an API key in BambooHR and configuring the OrgChart account accordingly. The article details the data synchronization process and describes how to utilize the import wizard to bring BambooHR data into OrgChart. Steps include filtering data, defining fields, setting subchart breaks, selecting chart templates, and creating a master page. Additionally, it offers guidance on where to seek support for this integration. The content serves as a comprehensive resource for users aiming to leverage OrgChart for enhanced organizational insights.

  • Aug 22, 2025
  • Knowledge

Title
OrgChart | Marketplace Partner
Article Text

How does OrgChart integrate with BambooHR?

Purpose: To help you understand what you can use OrgChart for and how you can integrate it with BambooHR.

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Table of Contents

OrgChart

An overview from BambooHR® Marketplace:

OrgChart automatically generates org charts using your BambooHR data to provide real-time visibility into your organization. OrgChart aggregates the data from multiple HR systems for optimal insights into the data that drives business decisions.

You can learn more about OrgChart in BambooHR® Marketplace.

How do I enable the OrgChart integration?

Before you get started, you need to create an API key in BambooHR. You will use this API key later during the setup.

Log in to your OrgChart account. Go to the File tab, click Configure Connectors, and select BambooHR.

Once you have selected the BambooHR Connector, you will receive a prompt to enter your BambooHR account information.

1. 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.

2. Paste the API key that you have copied from your BambooHR account.

3. Enter 0 for the Report ID.

Click OK, and the integration is ready to go!

What data syncs between BambooHR and OrgChart?

You can find this information in BambooHR® Marketplace. To learn more about syncing fields, please click here and navigate to the Integration section.

How do I use the import wizard in OrgChart?

Once you have configured the BambooHR Connector in OrgChart, you can import data from BambooHR into OrgChart by using the import wizard tool. Below are the steps to import data through using the wizard.

Click on the Import Wizard icon in the top-left of the screen and then select BambooHR.

Filter Data

You can then choose if you want to filter data from BambooHR by specific field values. An example would be to filter data to only include employees in the import who are active employees in BambooHR. For this example, we will not specify any data filters at this time, so click Next.

Define Fields

On the next screen, make sure you mark the checkbox for Data contains hierarchy fields. Then, make sure each field maps to its corresponding field in OrgChart. If all looks good, click Next.

Subchart Breaks

If your organizational chart has too many boxes, you can add breaks to separate it into multiple pages. Once you have added your break information, click Next.

Select Chart Template

Select the template you would like to apply to your chart and click Next.

Master Page

Determine what you want for the master page and click Create Chart.

Example

Once you have created your organizational chart, you can edit, save, and share it in many different formats.

Where do I go for support for this integration?

If you are an existing customer using this integration, please be aware OrgChart supports this integration.

Click here to find contact information.

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