EnvisionBX - Xero Integration | BambooHR Marketplace | Your Favorite Integrated HR Apps

Overview
Integration
Reviews

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	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	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.

Reviews

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