How to Export CSV Data from BambooHR and Import It into clariBI

BambooHR is a popular HR platform for small and medium businesses, offering employee records, time-off tracking, and performance management. Exporting your BambooHR data as CSV and importing it into clariBI lets you apply AI analytics to workforce planning, retention analysis, and HR metrics.

What You Can Export from BambooHR

• Employee directory data (name, department, title, location, hire date, status)
• Custom report data with user-selected fields
• Time-off balances and usage history
• Compensation and salary data
• Headcount and turnover reports
• Benefits enrollment information
• Performance review summaries
• Training and onboarding completion records

Export CSV Data from BambooHR

Method 1: Export from Reports

1. Log in to your BambooHR account
2. Click Reports in the top navigation menu
3. Select an existing report or create a new one
4. If creating a new report, choose the fields you want (e.g., Name, Department, Hire Date, Salary)
5. Apply any filters (department, status, location, etc.)
6. Click Run Report to generate the results
7. Click the Export button and select CSV
8. Download the file to your computer

Method 2: Export Employee Directory

1. Navigate to People (or Employees) from the top navigation
2. View the full employee list or apply filters
3. Click the Export button at the top of the directory
4. Choose CSV format
5. Select which fields to include in the export
6. Click Export and download the file

Method 3: Export Custom Reports with Field Selection

1. Go to Reports > New Report
2. Name your report and select the report type
3. Use the field picker to drag and drop the exact data fields you need
4. Add filters to narrow the dataset (e.g., active employees only, specific departments)
5. Click Run Report to preview
6. Click Export > CSV to download

Tips for Clean Exports

• BambooHR custom reports let you select exactly which fields to include, so build focused reports for specific analysis goals
• Export active and terminated employees separately if you want clean headcount vs. turnover datasets
• Include hire date and termination date fields to enable tenure and retention analysis in clariBI

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "BambooHR - Employee Census Feb 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is our employee turnover rate by department and how does tenure affect retention?"
- "Show me headcount growth over the past 12 months broken down by location and department."
- "What is the average compensation by job title and how does it compare across departments?"

clariBI's AI will automatically analyze your data and suggest relevant insights.