Migrate from CE Manager to BambooHR

CE Manager Users map directly to BambooHR Employee records. We extract via the HR Export - Employees CSV or REST API v1.0 and load via BambooHR's employee import endpoint. The email address field serves as the dedupe key. Any title merges or department restructuring flagged in the source as creating duplicate user records are resolved by matching on email and preferring the record with the most recent compliance activity before import.

CE Manager License records carry jurisdiction, license number, license type, renewal date, credits earned, and credits needed per reporting period. BambooHR has an Employee Certification field on the Employee object (expirationDate field name). For multi-jurisdiction professionals with multiple active licenses, we create one Employee Certification record per license, storing jurisdiction in the certification name or a custom field. Compliance status is not a native BambooHR field; we reconstruct it from License plus Attendance data and write it as a custom employee field for reporting.

CE Manager Courses (credit amounts, format type, provider, practice-area tags) have no direct BambooHR equivalent. BambooHR is an HRIS, not an LMS. We export full course definitions including any custom fields and store them as a structured CSV alongside the migration, with a recommendation to configure a supplemental LMS (BambooHR Marketplace partner or standalone) if course enrollment and delivery tracking is required post-migration. The course data is not silently dropped; it is delivered in a documented format for the customer's admin to configure in the chosen LMS.

CE Manager Attendance links a User to a Course and records credits earned with date and format. BambooHR has no enrollment or attendance object. We create a custom Employee File section on each employee record holding attendance history as structured fields: course name, date completed, credits earned, and format (live, self-study, webinar). The destination field group uses BambooHR's custom fields feature. Attendance records are loaded after Employees to satisfy the employee reference.

CE Manager computes compliance dynamically from License and Attendance data per reporting period; there is no standalone Compliance object in the API. We reconstruct the compliance picture by pulling all License records and associated Attendance records, summing credits earned against the jurisdiction's required threshold per License, and writing the result as custom employee fields: compliance_status__c (Compliant/Non-Compliant/In Progress), credits_earned__c, credits_required__c, and reporting_period__c. The reconstruction logic is documented and validated against the source data before the values are written.

CE Manager LearningTracks group multiple Courses into a curriculum path (common for annual CLE requirements). BambooHR has no learning-track object. We flatten each track into individual Course enrollment records and preserve the track-to-course membership relationship in a mapping table delivered alongside the migration. If the customer requires a structured curriculum model post-migration, we recommend a BambooHR-compatible LMS from the Marketplace.

CE Manager Providers deliver CE courses and carry state-specific accreditation. BambooHR has no provider object. We export Provider records with accreditation details and deliver them as a structured CSV. For firms where provider accreditation is a compliance requirement (e.g., BAR-accepted CLE providers), we recommend storing provider accreditation records in a supplemental document management system or within BambooHR's Employee Files as a company-level document.

CE Manager Affiliations link Users to Firms, Departments, or Offices. BambooHR uses standard organizational hierarchy fields: Department, Division, and Location on the Employee record. We map the affiliation structure to the applicable standard fields and create a supplementary mapping table documenting the source Firm and Department identifiers for any compliance or reporting context that requires firm-level attribution.

CE Manager Schedule records define when and where a Course is offered (date, time, timezone, location). BambooHR does not have a scheduling or enrollment calendar object. Schedule data is exported as a structured CSV and delivered alongside the migration. If the customer's CE program includes live instructor-led sessions that need to be tracked post-migration, we recommend a supplemental scheduling or LMS tool configured separately from BambooHR.

CE Manager allows firms to extend the schema with custom Firm System Tables beyond the standard objects. These tables are not publicly documented. During scoping, we run explicit schema discovery against the CE Manager API to enumerate all custom tables, their fields, and their relationships. We map each custom table to a corresponding BambooHR custom field group on the Employee or company-level record. Any custom table that cannot be represented as a custom field in BambooHR (e.g., custom relationship tables with multi-record cardinality) is delivered as a structured CSV with schema documentation for the customer's admin to configure manually.