EnvisionBX – Xero Integration
Finally! You can link BambooHR to Xero!*
EnvisionBX provides an API link between BambooHR and Xero for the first time, and makes the HR onboarding process super easy and efficient. Managing employee leave balance is also a breeze with the EnvisionBX integration.
Simple employee record sync
New employees are synced directly from BambooHR to Xero Payroll to save time and make the new employee onboarding process smoother.
Easy leave management
When an employee requests leave, BambooHR automatically sends the request directly to their manager. When the manager approves the leave, the EnvisionBX connector syncs the updated leave balance in BambooHR and Xero Payroll simultaneously.
*Available in the following locations:
- Australia – 1st July 2021
- New Zealand – 1st October 2021
- United Kingdom – 1st November 2021
The two-way data sync integration between BambooHR and Xero ensures your back office and accounting teams are always up to date, giving you constant oversight of how your business is doing.
Once configured, the integration is effortless. When enabled, the employee auto-sync runs every 30 minutes and leave syncs happen daily. Additionally, syncs may be manually triggered in EnvisionBX if needed.
Employee Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field | Notes |
|---|---|---|---|
| Status |
|
Status | |
| FirstName |
|
FirstName | Required |
| LastName |
|
LastName | Required |
| DateOfBirth |
|
DateOfBirth | Required |
| Address 1 |
|
AddressLine1 | Required |
| Address 2 |
|
AddressLine2 | Optional |
| City |
|
City | Required |
| State |
|
Region | Required |
| Zipcode |
|
PostalCode | Required |
| Country |
|
Country | Required |
| MiddleName |
|
MiddleNames | Optional |
| Home Email |
|
Required. Emails must match. | |
| Gender |
|
Gender | Optional |
| WorkPhone |
|
Phone | Optional |
| MobilePhone |
|
Mobile | Optional |
Approved Leave Requests Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field | Notes |
|---|---|---|---|
| Start |
|
StartDate | Required |
| End |
|
EndDate | Required |
| Time Off Type ID |
|
Leave Type ID | Required |
| Amount |
|
Number Of Units | |
| notes |
|
Description | Required. Extra information appended with notes while sending to Xero. |
| Dates --> Value |
|
LeavePeriods - PayPeriodStartDate | Required. Date values from BambooHR are used to calculate and send leave period parameters to Xero. |
| Dates --> Value |
|
LeavePeriods - PayPeriodEndDate | Required. Date values from BambooHR are used to calculate and send leave period parameters to Xero. |
| Dates --> Value |
|
LeavePeriods - NumberOfUnits | Required. Date values from BambooHR are used to calculate and send leave period parameters to Xero. |
Leave Balance Sync from Xero to BambooHR
| BambooHR Field | Sync Direction | Xero Field | Notes |
|---|---|---|---|
| Time Off Type ID |
|
Leave Type ID | Required |
| Amount |
|
Number Of Units | Required |
| Note |
|
Leave Name | Required. Extra information is appended with notes while sending to BambooHR. |
Job Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| Job Title |
|
Job Title |
| Hire Date |
|
Start Date |
| Pay Group |
|
Employee Group Name |
| Employment Status |
|
Employment Basis |
| Rate |
|
Request Custom Field |
| Pay Schedule |
|
Payment Frequency Type |
Australian Library Options:
- Payslips Sync from Xero to BambooHR –
A Full Admin in the BambooHR account will need to create a folder in the Documents tab for all employees titled “Payslips”. Then you will need someone to log into your EnvisionBX account and press the Payslips option on. Once this is created the integration will push a payslip into this folder for employees.
- Tax File Number Sync from BambooHR to Xero – (Below)
- Bank Information Sync from BambooHR to Xero (Below)
- Tax Information Sync from BambooHR to Xero (Below)
- Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)
Payslips Sync from Xero to BambooHR
| BambooHR Field | Sync Direction | Xero Field | Notes |
|---|---|---|---|
| Employee Documents |
|
Payslips | Pulls payslip information from Xero for payslip. |
Bank Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| BSB |
|
BSB |
| Account Number |
|
Account Number |
| Account Name |
|
Account Name |
| Statement Text |
|
Tax Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| Residency Status |
|
Residency Status |
New Zealand Library Options:
- Payslips Sync from Xero to BambooHR – A Full Admin in the account will need to create a folder in the Documents tab for all employees titled “Payslips”. Once this is created the integration will push a payslip into this folder for employees.
- IRD Number Sync from BambooHR to Xero – (Below)
- Bank Information Sync from BambooHR to Xero (Below)
- Tax information Sync from BambooHR to Xero (Below)
- Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)
Payslips Sync from Xero to BambooHR
| BambooHR Field | Sync Direction | Xero Field | Notes |
|---|---|---|---|
| Employee Documents |
|
Payslips | Pulls payslip information from Xero for payslip. |
Bank Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| Bank Code |
|
Bank Code |
| Account Number |
|
Account Number |
| Account Name |
|
Account Name |
| Statement Text |
|
Tax Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| Residency Status |
|
Residency Status |
United Kingdom Library Options:
- Payslips Sync from Xero to BambooHR – A Full Admin in the account will need to create a folder in the Documents tab for all employees titled “Payslips”. Once this is created the integration will push a payslip into this folder for employees.
- National Identity Number Sync from BambooHR to Xero – (Below)
- Bank Information Sync from BambooHR to Xero (Below)
- Tax information Sync from BambooHR to Xero (Below)
- Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)
Payslips Sync from Xero to BambooHR
| BambooHR Field | Sync Direction | Xero Field | Notes |
|---|---|---|---|
| Employee Documents |
|
Payslips | Pulls payslip information from Xero for payslip. |
Bank Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| Bank Sort Code |
|
Bank Sort Code |
| Account Number |
|
Account Number |
| Account Name |
|
Account Name |
| Statement Text |
|
Tax Information Sync from BambooHR to Xero
| BambooHR Field | Sync Direction | Xero Field |
|---|---|---|
| Residency Status |
|
Residency Status |
UK Toll Free - 0800 090 3115
NZ Toll Free - 0800 767 015
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