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EnvisionBX – Xero Integration

Home / Build Your Business , ERP & Accounting / 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.

*Available in the following locations:

  • Australia – 1st July 2021
  • New Zealand – 1st October 2021
  • United Kingdom – 1st November 2021
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
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 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 Rate Per Unit
Pay Schedule Payment Frequency Type

Australian Library Options:

  1. 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.
  2. Tax File Number Sync from BambooHR to Xero – (Below)
  3. Bank Information Sync from BambooHR to Xero (Below)
  4. Tax information Sync from BambooHR to Xero (Below)

Payslips Sync from Xero to BambooHR

BambooHR Field Sync Direction Xero Field Notes
Employee Documents Payslips Pulls payslip information from Xero for payslip.

Timesheet Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
Date Hours Worked Start Date
Date Hours Worked End Date
Hours Worked Hours
Employee ID Employee ID

 

Bank Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
BSB BSB
Account Number Account Number
Account Name Account Name
Bank Name

 

Tax Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
Residency Status Residency Status

New Zealand Library Options:

  1. 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.
  2. IRD Number Sync from BambooHR to Xero – (Below)
  3. Bank Information Sync from BambooHR to Xero (Below)
  4. Tax information Sync from BambooHR to Xero (Below)

Payslips Sync from Xero to BambooHR

BambooHR Field Sync Direction Xero Field Notes
Employee Documents Payslips Pulls payslip information from Xero for payslip.

Timesheet Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
Date Hours Worked Start Date
Date Hours Worked End Date
Hours Worked Hours
Employee ID Employee ID

 

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
Bank Name

 

Tax Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
Residency Status Residency Status

United Kingdom Library Options:

  1. 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.
  2. National Identity Number Sync from BambooHR to Xero – (Below)
  3. Bank Information Sync from BambooHR to Xero (Below)
  4. Tax information Sync from BambooHR to Xero (Below)

Payslips Sync from Xero to BambooHR

BambooHR Field Sync Direction Xero Field Notes
Employee Documents Payslips Pulls payslip information from Xero for payslip.

Timesheet Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
Date Hours Worked Start Date
Date Hours Worked End Date
Hours Worked Hours
Employee ID Employee ID

 

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
Bank Name

 

Tax Information Sync from BambooHR to Xero

BambooHR Field Sync Direction Xero Field
Residency Status Residency Status
Publisher
Envision Digital Pty Ltd
Updated: 07/08/2020
Phone Support:
Australia: 1300 074 484
UK Toll Free - 0800 090 3115
NZ Toll Free - 0800 767 015
Email Support:
support@envisiondigital.com.au
Support Hours:
8:30am - 5:00pm Western Standard Time (WST)

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