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Integrations

Connect your HRIS and communication tools to keep employee data in sync and deliver surveys and nudges where people already work.

HRIS Integrations

Import employee data automatically or via CSV.

Why Connect Your HRIS?

Connecting your HRIS keeps employee rosters, departments, teams, and demographic data up to date automatically. This data powers team-level dashboards, equity analysis, compliance reports, and targeted nudge delivery.

What Data Syncs

Employee name, email, department, team, gender, ethnicity, hire date, and pay band. Sensitive demographic fields (gender, ethnicity) are encrypted at the application layer using AES-256-GCM before storage.

BambooHR

Connect via API key.

Setup Steps

  1. 1 Navigate to Settings > Integrations > HRIS.
  2. 2 Select BambooHR and enter your subdomain (e.g., acmecorp).
  3. 3 Enter your BambooHR API key. You can generate one in BambooHR under Account > API Keys.
  4. 4 Click 'Connect'. ClimaHQ will verify the connection and perform an initial sync.

Notes

Syncs run daily. You can trigger a manual sync at any time from the HRIS Sync page. The API key is encrypted at rest and never exposed after initial entry.

Gusto

Connect via OAuth.

Setup Steps

  1. 1 Navigate to Settings > Integrations > HRIS.
  2. 2 Select Gusto and click 'Connect with Gusto'.
  3. 3 You'll be redirected to Gusto to authorize ClimaHQ. Sign in with your Gusto admin account.
  4. 4 After authorization, you'll be redirected back to ClimaHQ. The initial sync begins automatically.

Notes

OAuth tokens are refreshed automatically. If the connection expires, you'll see a notification to re-authorize.

CSV Import

Manual import for any HRIS.

How It Works

  1. 1 Navigate to Settings > Integrations > HRIS > Import CSV.
  2. 2 Download the template or prepare a CSV with headers: name, email, department, gender, ethnicity, hired_at, pay_band.
  3. 3 Upload the file and review the import summary.

Notes

CSV import is a fallback for organizations that don't use BambooHR or Gusto. Records are matched by email address: existing employees are updated, new ones are created.

Slack

Deliver surveys and nudges as Slack DMs.

Setup Steps

  1. 1 Navigate to Settings > Integrations.
  2. 2 Click 'Connect Slack'.
  3. 3 You'll be redirected to Slack to authorize the ClimaHQ bot in your workspace.
  4. 4 Once connected, ClimaHQ automatically syncs user accounts by matching email addresses.

What It Does

The ClimaHQ Slack bot sends survey invitations and nudges as direct messages. Survey DMs include a 'Take the Survey' button. Nudge DMs include a 'View in ClimaHQ' button.

User Sync

ClimaHQ maps your users to Slack accounts by matching email addresses. View the sync status in Settings > Integrations: it shows last synced time, matched/unmatched users, and a 'Sync now' button. Click 'View sync details' for a full user mapping table.

Microsoft Teams

Deliver surveys and nudges as Teams DMs.

Setup Steps

  1. 1 Navigate to Settings > Integrations.
  2. 2 Click 'Connect Teams'.
  3. 3 An Azure admin must grant admin consent for the ClimaHQ Teams app in your tenant.
  4. 4 Once connected, ClimaHQ automatically syncs user accounts and resolves chat IDs.

What It Does

The ClimaHQ Teams bot sends survey invitations and nudges as direct messages within Microsoft Teams. Survey cards include a 'Take the Survey' button. Nudge cards include a 'View in ClimaHQ' button.

User Sync

ClimaHQ maps your users to Teams accounts by matching email addresses, then resolves individual chat IDs for DM delivery. View the sync status in Settings > Integrations, including a 'Sync now' button and detailed user mapping table.

Connect your tools in minutes

HRIS sync, Slack, and Teams integrations are included on all plans.

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