Connecting BambooHR to FitOn Health

This guide walks you through connecting your BambooHR account to FitOn Health so that your employees’ eligibility information is imported and kept up to date automatically. Once connected, you no longer need to manually upload eligibility files.

This is a one-time setup, and it usually takes about 5 minutes.

Why connect your HR system?

Connecting BambooHR turns eligibility management into a set-it-and-forget-it process. Instead of exporting spreadsheets and uploading files every time your team changes, your roster stays in sync with BambooHR automatically.

• No more manual uploads. Eligibility files are replaced by an automatic, scheduled sync.
• Always current. New hires gain access and departures are removed without anyone remembering to send a file.
• Fewer errors. Data comes straight from your source of truth in BambooHR — no copy-paste, no stale spreadsheets, no formatting mistakes.
• Secure by design. The connection is handled in a secure window powered by Merge, our HR integration provider. FitOn Health never sees or stores your BambooHR password.
• Fast to set up. The whole connection takes about 5 minutes, and it’s a one-time step.

What this does

When you connect BambooHR, FitOn Health securely reads your employee roster from BambooHR and uses it to determine who is eligible for the program. After the first connection, your roster re-syncs automatically on a regular schedule, so new hires and departures are picked up without any manual work on your side.

Here’s the whole process at a glance:

1. Open Eligibility in the Client Admin portal.
2. Click CONNECT HR SYSTEM.
3. Choose BambooHR from the list of HR systems.
4. Authorize the connection (your BambooHR domain + sign-in or API key).
5. The initial sync runs (minutes to hours).
6. You get an email when the first sync finishes.
7. Your roster then re-syncs automatically on a schedule.

Before you begin

Make sure you have the following ready:

1. Admin access to the FitOn Health Client Admin portal. You should be able to sign in and see the Eligibility option in the left-hand menu.
2. Administrator access to BambooHR, or help from someone on your team who has it. You’ll need to be able to authorize a new integration (and, depending on your BambooHR setup, generate an API key).
3. Your BambooHR company domain — the part of your BambooHR web address before .bamboohr.com. For example, if you sign in at https://acme.bamboohr.com, your domain is acme.

Don’t see “Eligibility” in the menu, or only see a file-upload screen?

Automatic HR syncing is enabled per company. If you don’t see the option to connect an HR system, contact your FitOn Health representative to have HRIS integration turned on for your account.

Step-By-Step: Connect BambooHR

1. Open the Eligibility page

Sign in to the Client Admin portal and click Eligibility in the left-hand menu.

You’ll land on the Eligibility Integration screen, subtitled “Automatically sync employee eligibility data from your HR system.” If you haven’t connected an HR system yet, you’ll see a card headed “HRIS Integration” that reads “Connect your HR platform to automatically import employee eligibility information,” with a CONNECT HR SYSTEM button.

2. Click “CONNECT HR SYSTEM”

This opens a secure connection window (powered by Merge). A list of HR systems will appear.

3. Choose BambooHR

Select BambooHR from the list of providers. You can use the search box at the top of the window to find it quickly.

4. Authorize the connection

Follow the on-screen prompts to link your BambooHR account. BambooHR will typically ask you to:

• Enter your BambooHR company domain (for example, acme from acme.bamboohr.com).
• Authorize access so FitOn Health can read your employee roster. Depending on how your BambooHR account is configured, this is done either by signing in to BambooHR directly or by entering an API key.

If you’re asked for an API key, you can create one inside BambooHR:

1. Sign in to BambooHR as an administrator.
2. Click your profile photo in the upper-right corner and choose API Keys.
3. Click Add New Key, give it a name you’ll recognize (for example, “FitOn Health”), and click Generate Key.
4. Copy the key and paste it into the connection window.

Keep this key private — treat it like a password.

5. Finish

When authorization succeeds, the connection window closes automatically and you’re returned to the Eligibility Integration page. You’re connected — there’s nothing else to click.

What happens after you connect

Right after connecting, FitOn Health starts an initial sync that imports your current employee roster from BambooHR.

• The page shows “Initial Sync in Progress” with the note “Your HR system is preparing employee data.”
• Depending on the size of your organization, this can take anywhere from a few minutes to a few hours.
• As the page says, “Once the sync completes you will be notified by email.” You don’t need to keep the page open or wait.

When the initial sync is complete, the page switches to the connected view, which shows:

• Last Sync: — the date and time your roster was most recently imported.
• A SYNC NOW button (see below).
• A Sync History table with three columns — Date, Status, and Employees Synced — listing your recent syncs.
  
  

Keeping your roster up to date

Once connected, your roster re-syncs automatically on a regular schedule — you don’t have to do anything to keep eligibility current. New hires, terminations, and other changes in BambooHR flow through on the next scheduled sync.

Running a sync manually

If you’ve just made an important change in BambooHR and want it reflected sooner, you can trigger a sync yourself:

1. Go to Eligibility in the menu.
2. Click SYNC NOW. The button reads SYNCING… while it works.
3. You’ll see the confirmation “Sync has been triggered. You will be notified by email when the sync is complete,” and the new run appears in the Sync History table.

Troubleshooting

Most setups go smoothly. If something looks off, these quick fixes cover the common cases — and our team is always happy to help.

Still stuck? Reach out to your FitOn Health representative or our support team.

Frequently asked questions

Does FitOn Health see my BambooHR password?

No. Authorization happens inside BambooHR and the secure Merge window. FitOn Health only receives permission to read your employee roster — never your login credentials.

What information is imported?

Only the employee details needed to determine eligibility for the program (such as name, work email, employment status, and similar roster fields). It is used solely to manage who can access FitOn Health.

How often does it sync?

Automatically on a recurring schedule after the initial connection. You can also run a sync on demand at any time with SYNC NOW.

Can I switch from manual file uploads to BambooHR?

Yes. Once HRIS integration is enabled for your account, the Eligibility page guides you through connecting BambooHR, and automatic syncing replaces the manual upload process.

How do I disconnect or reconnect?

To reconnect (for example, if access was revoked in BambooHR), use CONNECT HR SYSTEM again and re-authorize. To fully disconnect, contact your FitOn Health representative.

Need help?

If you get stuck at any point, contact your FitOn Health representative or our support team, and we’ll help you get connected.