HRMS migration
Field-level mapping, validation, and rollback between Adapt and BambooHR. We move data and schema; workflows are rebuilt natively in BambooHR.
Adapt
Source
BambooHR
Destination
Compatibility
9 of 10
objects map 1:1 between Adapt and BambooHR.
Complexity
BStandard
Timeline
4-6 weeks
Overview
Moving from Adapt to BambooHR is a structural migration with a critical constraint: Adapt does not have a publicly documented REST API, which means we extract data through CSV exports and map each column into BambooHR's typed field schema. BambooHR supports custom fields on the Employee object, but Information fields, Section headers, and Multiple Selection List field types cannot pass through BambooHR's API during import. We pre-create the destination schema in BambooHR before any data moves, configure the date format and boolean field mapping per BambooHR's adapter documentation, and deliver a written inventory of any Adapt-specific data that cannot migrate automatically, including email-find credit history from the browser extension and contact enrichment metadata. Department hierarchy remapping happens during the transform phase, with each Adapt department ID resolved to its BambooHR equivalent. PTO current balance migrates as a snapshot; accrual history migrates as a separate row set if the destination plan supports it.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Adapt object lands in BambooHR, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Adapt
Employee
BambooHR
Employee
1:1Adapt Employee records map directly to BambooHR Employee. Core fields (firstName, lastName, bestEmail, dateOfBirth, hireDate, jobTitle, employeeNumber) migrate 1:1. We use the Adapt Employee ID as the source reference and configure BambooHR's employee number field to match. Custom Employee properties migrate to BambooHR custom fields, but only if they are text, date, number, or single-select picklist types; Information fields, Section headers, and Multiple Selection List fields cannot pass through BambooHR's API and are documented in the migration inventory for manual post-import entry.
Adapt
Department
BambooHR
Department
1:1Adapt Department records map to BambooHR Departments. The Adapt department hierarchy (parent-child relationships) migrates to BambooHR's nested department structure. We extract every distinct department, resolve the parent-department reference, and create department records in dependency order so that parent departments exist before their children. Department ID remapping is tracked in a lookup table that we hand off to the customer.
Adapt
Contact Record
BambooHR
Employee (contact fields)
1:1Adapt Contact records include name, email, company association, and extension metadata. In BambooHR, contact data lives on the Employee record. We map Adapt contact email to BambooHR's bestEmail, and any contact-specific custom properties to BambooHR custom fields on Employee. If Adapt stores contacts separately from Employees (non-employee contacts), we flag this as a separate object to be imported into BambooHR's directory as pending-hire or contractor records, or excluded if the customer chooses to manage non-employee contacts in a separate system.
Adapt
Company/Account
BambooHR
Directory (Company)
1:1Adapt Company records map to BambooHR's Company field on the Employee record (for organizations using BambooHR as an HRIS that references the employing entity). If BambooHR is configured to track the employing company separately, we create company entries in BambooHR's directory and map the company name, domain, and industry fields. Custom company properties require field-level transformation during migration.
Adapt
Job/Position
BambooHR
Job Title
lossyAdapt Job titles and position records migrate to BambooHR's Job Title field on the Employee. BambooHR does not have a separate Job/Position object; job title is an attribute on Employee. We extract distinct job titles from Adapt, import them as Job Title values in BambooHR, and map employee records to the correct title at import time. If Adapt uses a structured position taxonomy, we discuss flattening or multi-field decomposition during scoping.
Adapt
Custom Employee Properties
BambooHR
Custom Employee Fields
1:1Adapt supports custom fields on the Employee object. We migrate these as BambooHR custom fields, preserving data type (text, date, number, picklist) where supported. We pre-create all custom fields in BambooHR before import, matching the Adapt field name as the field label and generating an API-compatible field name. BambooHR's API cannot pass Information fields, Section headers, or Multiple Selection List fields; these are flagged in the pre-migration inventory and handed off for manual entry after cutover.
Adapt
PTO Balance
BambooHR
Time Off (balance snapshot)
1:1Adapt PTO data includes current balance and accrual history. We export the current balance as an effective-dated row and import it into BambooHR's Time Off module as the opening balance for each policy type. BambooHR's time-off management supports accrual policies; if the customer uses BambooHR's accrual calculation, we import the current balance as the starting point. Accrual history (transaction log) migrates as a separate row set if the destination plan supports historical time-off transactions; otherwise, only the current balance snapshot transfers.
Adapt
Compensation History
BambooHR
Pay Compensation
1:1Salary and compensation records are available in Adapt's higher tiers. We export the full compensation timeline including salary amount, effective date, pay frequency, and currency. In BambooHR, compensation is managed through the Pay Compensation section on the Employee record or through integrations with payroll providers. We import compensation as Pay Change records in BambooHR, with the effective date preserved. Mapping to BambooHR's pay structure requires a pre-migration field mapping session to align Adapt's compensation fields with BambooHR's expected input format.
Adapt
Email-Find Extension Metadata
BambooHR
Custom Fields (flagged inventory)
1:1Adapt's browser extension stores email-find history and contact enrichment metadata as custom fields on Contact records. This data does not have a native equivalent in BambooHR. We export the enrichment metadata as-is, store it in a custom text or long-text field on the BambooHR Employee record where possible, and document any fields that cannot migrate in the written inventory. The customer decides whether to surface this data in BambooHR or archive it.
Adapt
Supervisor/Manager Hierarchy
BambooHR
Reports To
1:1Adapt stores manager assignments on Employee records. We extract the supervisor reference for each employee and resolve it to the BambooHR supervisorEmployeeId field during import. The import sequence ensures that manager records are imported before their direct reports so that the supervisor relationship is satisfied at the moment of insert. Any unresolved supervisor references (e.g., for contractors or external managers) go to a reconciliation queue for the customer's admin to resolve before go-live.
| Adapt | BambooHR | Compatibility | |
|---|---|---|---|
| Employee | Employee1:1 | Fully supported | |
| Department | Department1:1 | Fully supported | |
| Contact Record | Employee (contact fields)1:1 | Fully supported | |
| Company/Account | Directory (Company)1:1 | Fully supported | |
| Job/Position | Job Titlelossy | Fully supported | |
| Custom Employee Properties | Custom Employee Fields1:1 | Mapping required | |
| PTO Balance | Time Off (balance snapshot)1:1 | Fully supported | |
| Compensation History | Pay Compensation1:1 | Mapping required | |
| Email-Find Extension Metadata | Custom Fields (flagged inventory)1:1 | Fully supported | |
| Supervisor/Manager Hierarchy | Reports To1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Adapt gotchas
Browser extension reinstall breaks email tracking activation
100 credits/month hard cap limits email-find volume
No publicly documented API in current research data
Platform lineage unclear — potential acquisition or rebrand
BambooHR gotchas
Undocumented API rate limits can trigger 503 errors
Per-employee pricing model requires active record count verification
API credentials must be sent on every request to avoid extra round trips
Custom field schema varies per account and requires manual inventory
Document and attachment exports are not covered by standard report exports
Pair-specific challenges
Migration approach
Discovery and Adapt data export
We audit the Adapt account for record counts across Employee, Department, Contact, Company, Job/Position, PTO balance, and compensation history. We request a full data export from Adapt, audit the exported CSV column coverage against the schema inventory, and verify whether any undocumented API access is available. If Adapt provides API credentials or a data export portal, we use those; otherwise, we work from the CSV export and flag any columns that did not appear in the export for manual follow-up. We also confirm the Adapt plan tier to determine which objects are available for export.
BambooHR schema pre-creation
Before any data moves, we create the destination schema in BambooHR. This includes pre-creating all custom Employee fields (matching data types: text, date, number, picklist; excluding blocked types per BambooHR's API limitations), importing Job Title values, configuring Department records with parent-child hierarchy, and setting up Time Off policies that correspond to the Adapt PTO structure. We configure the date format and boolean field mapping per BambooHR's adapter documentation. Schema is validated in BambooHR's sandbox or test environment before production migration begins.
Data cleaning and field mapping
We clean the Adapt export data: deduplication (matching on email and employee number), standardization of date formats to match BambooHR's configured input format, resolution of blank or null values in required fields, and flagging of any records with invalid supervisor references. We build a field mapping document that pairs each Adapt column with its BambooHR field equivalent, noting transformation rules (e.g., Adapt currency code to BambooHR currency field, Adapt pay frequency to BambooHR pay period). The mapping document is reviewed and signed off by the customer's HR admin before import begins.
Department and supervisor dependency resolution
We resolve all dependency references before import. Department records are sequenced so that parent departments import before children. Supervisor references are mapped to BambooHR supervisorEmployeeId values, with manager records validated against the imported employee set. Any unresolved references (e.g., external managers, contractors without Adapt accounts) go to a reconciliation queue. This step runs as a pre-import validation pass and emits a dependency graph showing the import order.
Production migration in dependency order
We run the production migration into BambooHR in dependency order: Departments first (parent, then children), Employees next with supervisor IDs resolved and job titles matched to the BambooHR Job Title list, Time Off balance snapshots, Compensation records, and finally any Company or Directory records. Each phase emits a row-count reconciliation report showing records imported, records skipped, and records held in the reconciliation queue. We use BambooHR's bulk import API with batch chunking for large employee sets.
Cutover, validation, and post-migration inventory
We freeze Adapt write access during cutover and run a final delta migration of any records modified during the migration window. We perform a spot-check validation comparing 25-50 random BambooHR records against the Adapt source data, focusing on name, email, hire date, department, and supervisor fields. We deliver the post-migration inventory document listing any Adapt fields that could not migrate (Information fields, Section headers, Multi-Select Lists, email-find metadata), with recommended manual entry steps and estimated time. We support a one-week hypercare window for reconciliation issues.
Platform deep dives
Adapt
Source
Strengths
Weaknesses
BambooHR
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. All 7 core objects map 1:1 between Adapt and BambooHR.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Adapt and BambooHR.
Object compatibility
All 7 core objects map 1:1 between Adapt and BambooHR.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Adapt: Not publicly documented — typical SaaS limits assumed and confirmed during scoping.
Data volume sensitivity
Adapt doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
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