EnvisionBX – Xero Integration
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 EnvisionBXintegration.
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.
Would you like to connect multiple Xero accounts with BambooHR?
Request information and we can discuss how it’s available in all three countries!
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
Approved Leave Requests Sync from BambooHR to Xero
Leave Balance Sync from Xero to BambooHR
Job Information Sync from BambooHR to Xero
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)
- Salary/Wage Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)
Payslips Sync from Xero to BambooHR
Bank Information Sync from BambooHR to Xero
Tax Information Sync from BambooHR to Xero
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)
Payslips Sync from Xero to BambooHR
Bank Information Sync from BambooHR to Xero
IRD Number Sync from BambooHR to Xero
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)
Payslips Sync from Xero to BambooHR
Bank Information Sync from BambooHR to Xero
National Identity Number Sync from BambooHR to Xero
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 Hours:
8:30am - 5:00pm Western Standard Time (WST)