Cascadia Technical Mentorship

At Cascadia Technical Mentorship (CTM), we thrive on tackling challenging projects that demand a combination of technical expertise and a commitment to confidentiality. One recent project exemplifies our dedication to delivering secure solutions that meet our clients’ unique needs.

HRIM Migration from Namely to BambooHR

Our client approached us with the task of migrating their HR Information Management (HRIM) system from Namely to BambooHR on a tight deadline. They had initially attempted to transfer their user files manually but quickly realized that they needed a more robust and error prone solution, one that we were happy to provide. While the software development aspect was straightforward, the client emphasized the utmost confidentiality in handling the transfer of files – a task that went beyond the capabilities of the built-in export/import features of both platforms.

Custom Solution Implementation

To address the file transfer challenge, we developed a custom solution using the REST APIs of both Namely and BambooHR. The first phase involved mapping files to specific profiles and folders. Namely’s file storage structure, with UUIDs in custom fields, posed a unique challenge as it lacked metadata, even the original filenames. A compromise led us to name each file based on the custom field title, resulting in more meaningful names.

One of the major hurdles was dealing with inaccessible “notes” fields in Namely, requiring a workaround. Despite this, our solution provided richer metadata about files than the official API. Throughout the process, we carefully managed rate limiting concerns, crucial during a holiday period where technical assistance might be limited.

Two-Phase Transfer Process

The transfer occurred in two phases. The first involved assembling and mapping links from Namely to BambooHR, allowing for testing and troubleshooting. The second phase, a bulk transfer lasting 10 hours, ensured a seamless migration. The system was designed to be resumable, allowing for error correction.

Files were downloaded from the Namely API endpoint and uploaded directly to the BambooHR endpoint. Any errors or missing mappings led to files being saved to an encrypted partition, minimizing confidential information stored outside the systems.

Overcoming Challenges

Several challenges emerged, including poorly documented file size and type restrictions in both systems. We successfully addressed these limitations, including splitting and compressing large files and manually converting files in incompatible formats.

Additionally, we optimized the transfer of profile pictures, overcoming differences in size and format requirements between Namely and BambooHR.

Successful Outcome

In the end, we transferred nearly 8000 files for 600 staff members a week before the deadline. Our client expressed satisfaction not only with the speed and accuracy of our work but also with the high level of security and commitment to confidentiality displayed throughout the project.

At CTM, we turn challenges into success stories, delivering innovative and secure solutions for our clients’ unique needs. Contact us today to see how we can help you with yours.