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.
New employees are synced directly from BambooHR to Xero Payroll to save time and make the new employee onboarding process smoother.
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.
*Australian customers only
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.
BambooHR Field | Sync Direction | Xero Field | Notes |
---|---|---|---|
firstName |
|
FirstName | Required |
lastName |
|
LastName | Required |
dateOfBirth |
|
DateOfBirth | Required |
address1 |
|
AddressLine1 | Required |
address 2 |
|
AddressLine2 | Optional |
city |
|
City | Required |
state |
|
Region | Required |
zipcode |
|
PostalCode | Required |
country |
|
Country | Required |
middleName |
|
MiddleNames | Optional |
bestEmail |
|
Required. Emails must match. | |
jobTitle |
|
JobTitle | Required |
gender |
|
Gender | Optional |
homePhone/workPhone |
|
Phone | Optional |
mobilePhone |
|
Mobile | Optional |
hireDate/originalHireDate |
|
StartDate | Optional |
id |
|
Title | Used for mapping BambooHR and Xero IDs in local database |
BambooHR Field | Sync Direction | Xero Field | Notes |
---|---|---|---|
date | - | - | Current date is used when cron job runs to update balance on BambooHR from Xero |
timeOffTypeId |
|
LeaveTypeID | Required |
amount |
|
NumberOfUnits | Required |
note |
|
LeaveName | Required. Extra information is appended with notes while sending to BambooHR. |
BambooHR Field | Sync Direction | Xero Field | Notes |
---|---|---|---|
id (time off type ID) |
|
LeaveTypeID | Required |
start |
|
StartDate | Required |
end |
|
EndDate | Required |
notes |
|
Description | Required. Extra information appended with notes while sending to Xero. |
notes |
|
Title | 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. |
We use cookies to improve your browsing experience. By continuing to use this website, you agree to our use of cookies in accordance with our privacy policy.