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EnvisionBX – Xero Integration

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Integration Type
Two-way via API
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Direction of Data Flow
Both ways (see details below)
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Sync Trigger
It's scheduled to sync at a regular time interval
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Sync Frequency
Employees sync every 30 minutes. Leave balances and approved requests sync daily.
Overview

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.

*Australian customers only

Integration

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
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 Email 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

Leave Balance Sync from Xero to BambooHR

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.

Approved Leave Requests Sync from BambooHR to Xero

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.
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Publisher
Envision Digital Pty Ltd
Updated: 07/08/2020
Phone Support:
Australia: 1300 074 484
Email Support:
support@envisiondigital.com.au
Support Hours:
8:30am - 5:00pm Western Standard Time (WST)

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