EnvisionBX

Purpose: To help you understand what EnvisionBX is used for and how you can integrate it with BambooHR.

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 balances is also a breeze with the EnvisionBX integration.

New employees are synced directly from BambooHR to Xero Payroll to save time and make the new employee onboarding process smoother.

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.

*Australia customers only.

You can learn more about EnvisionBX in BambooHR's Marketplace.

How do I Enable the EnvisionBX Integration?

Before you connect to BambooHR, you will need to set up your EnvisionBX account and make sure you have completed the steps in this help guide.

Log into your EnvisionBX account. Go to your Dashboard and enter your BambooHR Subdomain* under "Step 1 - Connect to BambooHR."

*The subdomain is the first part of your BambooHR URL so if your account URL is https://helpcontent.bamboohr.com, then your subdomain would be "helpcontent."

Once you complete Step 1 by entering your BambooHR information, you will move on to Step 2 and follow through the rest of the steps listed here in EnvisionBX.

What Data Syncs Between BambooHR and EnvisionBX?

This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.

Where do I go for Support for this Integration?

If you are an existing customers using this integration, please be aware that this integration is supported by EnvisionBX.

Contact information can be found here.

What's Next?

Do you need help making changes to table data on the employee profile?

Do you need help updating data for multiple employees at one time?

Do you want to find out more about our current integrations?