bamboohr-upgrade-migration

BambooHR Upgrade & Migration

Overview

Guide for handling BambooHR API changes, migrating from legacy patterns, and proactively detecting deprecations. BambooHR's API is versioned at v1 — breaking changes are announced on their changelog rather than through version bumps.

Prerequisites

• Current BambooHR integration working
• Access to BambooHR API changelog
• Git for version control
• Test suite available

Instructions

Step 1: Check for Announced Changes

# Monitor BambooHR's official changelog pages
echo "Check these URLs before any migration work:"
echo "  Past changes:    https://documentation.bamboohr.com/docs/past-changes-to-the-api"
echo "  Planned changes: https://documentation.bamboohr.com/docs/planned-changes-to-the-api"
echo "  Status page:     https://status.bamboohr.com"

Step 2: Common Migration Patterns

URL Format Migration

BambooHR has used two base URL formats historically:

// Legacy format (still works)
const LEGACY = `https://api.bamboohr.com/api/gateway.php/${domain}/v1`;

// Modern format (equivalent)
const MODERN = `https://${domain}.bamboohr.com/api/v1`;

// Migration: both work, but use the gateway.php format for API key auth
// The modern format is used for browser-based OAuth flows

XML to JSON Migration

// Legacy: XML responses (default if no Accept header)
const xmlRes = await fetch(`${BASE}/employees/directory`, {
  headers: { Authorization: AUTH },
  // No Accept header — returns XML
});

// Current: JSON responses (always set Accept header)
const jsonRes = await fetch(`${BASE}/employees/directory`, {
  headers: { Authorization: AUTH, Accept: 'application/json' },
});

// Migration checklist:
// - Add 'Accept: application/json' to ALL requests
// - Replace XML parsing with JSON.parse
// - Update response type definitions

Employee Endpoint Changes

// Legacy: using employee ID 0 for "current user"
// GET /employees/0/?fields=firstName,lastName
// This returns the employee record for the API key's user

// Current: still works, but prefer explicit employee IDs from directory
const dir = await client.getDirectory();
const currentUser = dir.employees.find(e => e.workEmail === knownEmail);

Step 3: Detect Deprecated Field Usage

// Scan your codebase for BambooHR field references
const DEPRECATED_FIELDS = [
  // As of 2025, these field aliases may change:
  'bestEmail',       // Use 'workEmail' or 'homeEmail' explicitly
  'fullName1',       // Use 'displayName' instead
  'fullName2',       // Use firstName + lastName
  'fullName3',       // Removed
  'fullName4',       // Removed
  'fullName5',       // Removed
];

const CURRENT_FIELD_MAPPING: Record<string, string> = {
  'bestEmail': 'workEmail',
  'fullName1': 'displayName',
  'fullName2': 'displayName',  // Or construct from firstName + lastName
};

function migrateFieldName(oldField: string): string {
  if (DEPRECATED_FIELDS.includes(oldField)) {
    const replacement = CURRENT_FIELD_MAPPING[oldField];
    console.warn(`Deprecated field '${oldField}' — use '${replacement}' instead`);
    return replacement || oldField;
  }
  return oldField;
}

Step 4: Migration Testing Strategy

// tests/migration/bamboohr-compat.test.ts
import { describe, it, expect } from 'vitest';

describe('BambooHR API Compatibility', () => {
  it('should handle both old and new field names', async () => {
    const emp = await client.getEmployee(testId, [
      'displayName', 'firstName', 'lastName', 'workEmail',
    ]);

    // Verify current fields work
    expect(emp.displayName).toBeTruthy();
    expect(emp.workEmail).toBeTruthy();
  });

  it('should handle null fields gracefully', async () => {
    // BambooHR may return null for newly added fields
    const emp = await client.getEmployee(testId, [
      'firstName', 'lastName', 'supervisor', 'division',
    ]);

    // These may be null/empty for some employees
    expect(emp.firstName).toBeTruthy();
    expect(emp.supervisor).toBeDefined(); // null is valid
  });

  it('should handle table schema changes', async () => {
    const jobInfo = await client.getTableRows(testId, 'jobInfo');

    // Verify required columns still present
    if (jobInfo.length > 0) {
      const row = jobInfo[0];
      expect(row).toHaveProperty('date');
      expect(row).toHaveProperty('jobTitle');
    }
  });
});

Step 5: Gradual Migration with Feature Flags

interface MigrationConfig {
  useNewEndpoint: boolean;
  useNewFieldNames: boolean;
  enableNewWebhookFormat: boolean;
}

const MIGRATION_FLAGS: MigrationConfig = {
  useNewEndpoint: process.env.BAMBOOHR_USE_NEW_ENDPOINT === 'true',
  useNewFieldNames: true,       // Already migrated
  enableNewWebhookFormat: false, // Testing in staging
};

async function getEmployeeData(id: string): Promise<Record<string, string>> {
  const fields = MIGRATION_FLAGS.useNewFieldNames
    ? ['displayName', 'workEmail', 'jobTitle']
    : ['bestEmail', 'fullName1', 'jobTitle']; // Legacy

  return client.getEmployee(id, fields);
}

Step 6: Rollback Procedure

#!/bin/bash
# If migration causes issues:

# 1. Revert to previous code
git revert HEAD --no-edit

# 2. Deploy previous version
# (use your deployment tool)

# 3. Verify old API patterns still work
curl -s -u "${BAMBOOHR_API_KEY}:x" \
  -H "Accept: application/json" \
  "${BASE}/employees/directory" | jq '.employees | length'

echo "Rollback complete. Document what failed for next attempt."

Output

• Identified deprecated fields and endpoints
• Migration code with backward compatibility
• Compatibility test suite
• Feature-flagged gradual migration
• Documented rollback procedure

Error Handling

Migration Issue	Detection	Solution
Deprecated field returns null	Runtime null checks	Map to replacement field
Endpoint returns 404	HTTP status monitoring	Check BambooHR changelog
Response schema changed	Zod validation failure	Update schema definitions
New required fields	400 on create/update	Add required fields to payload

Resources

• BambooHR Past API Changes
• BambooHR Planned API Changes
• BambooHR Field Names

Next Steps

For CI integration during upgrades, see bamboohr-ci-integration.