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

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.

Job Information Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
Hire Date
Start Date
Pay Group
Employee Group Name
Employment Status
Employment Basis
Rate
Request Custom Field
Pay Schedule
Payment Frequency Type

Australian Library Options:

  1. 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.
  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)
  5. Salary/Wage Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)

Payslips Sync from Xero to BambooHR

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

Bank Information Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
Australia Specific Bank Info
customAustraliaSpecificBankInfo
Bank Name
customBankName
Account Name
customAccountName
BSB Number
customBSBNumber
Account Number
customAccountNumber
Dollar Amount
customDollarAmount
Statement Text
customStatementText

Tax Information Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
Tax Residency
customTaxResidency
Tax File Number
customTaxFileNumber2
Hours Per Week
customHoursPerPayPeriod

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)

Payslips Sync from Xero to BambooHR

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

Bank Information Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
New Zealand Specific Bank Info
customNZBankInformation
Bank Code
CustomNZBankCode
Account Number
customNZAccountNumber
Account Name
customNZAccountName
Bank Name
customNZBankName
Dollar Amount
customNZDollarAmount

IRD Number Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
IRD Number
customIRDNumber

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)

Payslips Sync from Xero to BambooHR

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

Bank Information Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
United Kingdom Specific Bank Info
customUKBankInformation
Sort Code
customUKSortCode
Account Number
customUKAccountNumber
Account Name
customUKAccountName

National Identity Number Sync from BambooHR to Xero

BambooHR Field
Sync Direction
Xero Field
National Identity Number
customNationalInsuranceNumber

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:

[email protected]

Support Hours:

8:30am - 5:00pm Western Standard Time (WST)