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envisionSB - anl integration between sage 300 and bamboohr

An integration between
Sage 300 and BambooHR

envisionSB sage 300 tech partner

Available in the following Regions:

African and Middle Eastern Territories Only

REGISTER INTEREST

Please complete the form if you have any questions or concerns.

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envisionSB Pricing

envisionSB pricing

envisionSB Implementation Stages

envisionbx integration type

Integration Type

Two-way via API

envisionbx direction of data flow

Direction of Data Flow

Both ways
(see details below)

envisionbx sync trigger

Sync Trigger

It’s scheduled to sync at
a regular time interval.

envisionbx sync frequency

Sync Frequency

Employee sync, leave balances, and approved requests sync daiy.

Support Phone:

Australia (Sydney & Perth):
1300 074 484

New Zealand Toll Free:
0800 767 015

United Kingdom Toll Free:
0800 090 3115

Support Emails:

info@envisiondigital.com.au

 

Support Office Hours and Timezone:

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

 

A powerful integration between envisionSB integrates Sage 300 with BambooHR to offer a seamless and powerful solution for businesses seeking to streamline their operations and HR management.

 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems


Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

 

Employee Sync From BambooHR To Sage 300

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Employee #PersonalEmployee_
number
Employee Code
SalutationPersonalListTitle
InitialsPersonalTextInitials
First NamePersonalTextFirst Name
Middle NamePersonalTextSecond Name
Last NamePersonalTextLast Name
Preferred NamePersonalTextKnown As Name
Birth DatePersonalDateBirth Date
Postal NumberPersonalTextUnit/ Postal Number
Address Line 1PersonalTextComplex
Street NumberPersonalTextStreet Number
Address Line 2PersonalTextStreet/ Farm Name
CityPersonalTextCity/Town
DistrictPersonalTextSuburb/District
StatePersonalStateProvince
Zip CodePersonalTextPostal Code
CountryPersonalCountryCountry Code
Work EmailPersonalEmailE-Mail Address
GenderPersonalGenderGender
National IDPersonalNational_idId Number
Work PhonePersonalPhoneWork Number
Mobile PhonePersonalPhoneCell Number
Home PhonePersonalPhoneHome Number
Marital StatusPersonalMarital_statusMarital Status

 

Job Information Sync From BambooHR To Sage 300

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Hire DateJobDateDate Engaged
Original
Hire Date
JobDateDate Joined Group
Effective DateJob:Employment StatusDateTermination Date
Termination ReasonJob:Employment StatusListTermination Reason
Job TitleJobListJob Title
EthnicityJobListEthnic Group
Racial GroupJobListRacial Group
DisabledJobCheckboxDisabled
Disability TypeCodeJobListDisability TypeCode

 

Custom Table – Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Company CodeJob: Sage TableListCompany
Company RuleJob: Sage TableListCompany Rule
Leave Policy CodeJob: Sage TableListLeave Policy
Affected Earning Line CodeJob: Sage TableListAffected
Earning Line
Remuneration Definition Header CodeJob: Sage TableListRemuneration
Definition Header
Payment Run
Definition Code
Job: Sage TableListPayment Run Definition
Hours Per PeriodJob: Sage TableNumberHours Per Period
Hours Per DayJob: Sage TableNumberHours Per Day
Annual SalaryJob: Sage TableNumberAnnual Salary
Rate Per HourJob: Sage TableNumberRate Per Hour

 

Custom Table – South Africa: Direct Deposit Information (South Africa Specific Bank Info)

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Account NumberPersonal:
South African
Specific Bank
Info
TextAccount Number
Account NamePersonal:
South African
Specific Bank
Info
TextAccount Holder Name
Account Holder RelationshipPersonal:
South African
Specific Bank
Info
ListAccount Holder Relationship
Account Type CodePersonal:
South African
Specific Bank
Info
ListAccount Type
Bank CodePersonal:
South African
Specific Bank
Info
TextBank Name
BSB NumberPersonal:
South African
Specific Bank
Info
TextBank Branch
CurrencyPersonal:
South African
Specific Bank
Info
ListCurrency
DefaultPersonal:
South African
Specific Bank
Info
Boolean
(true/false)
Default
StatusPersonal:
South African
Specific Bank
Info
ListStatus

 

Tax Information Sync From BambooHR To Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Legally Retired for Tax PurposePersonal: South African Tax InfoCheckboxLegally Retired for Tax Purpose
Tax StatusPersonal: South African Tax InfoListTax Status
Tax CalculationPersonal: South African Tax InfoListTax Calculation
Tax Start DatePersonal: South African Tax InfoDateTax Start Date
Tax YearPersonal: South African Tax InfoTextTax Year
Tax Residency StatusPersonal: South African Tax InfoListNationality Country
Tax File NumberPersonal: South African Tax InfoTextTax No
Directive NumberPersonal: South African Tax InfoNumberDirective Number
Directive Tax AmountPersonal: South African Tax InfoNumberDirective Tax Amount

 


Approved Leave Requests Sync From BambooHR To Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
StartTime Off: Record Time OffDateFrom Date
EndTime Off: Record Time OffDateTo Date
Time Off Type IDTime OffTextLeave Type
AmountTime OffNumberUnits Capture / Units Taken
NoteTime Off: Record Time OffTextComment

 

Leave Balance Sync From Sage To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Time off Type IdTime OffText
AmountTime OffNumber

 


Payslips Sync From Sage To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Documents: PayslipsPDF payslip will be returned through API

 


 

 

Why use the envisionSB Sage 300 and BambooHR Integration?

With this integration, you can effortlessly synchronize financial and HR data, unlocking a range of benefits:

Efficient Data Management

Say goodbye to manual data entry and the risk of errors. Sage 300 and BambooHR integration automates the transfer of employee data, payroll information, and financial records, ensuring accuracy and saving time.

Improved Decision-Making

Access real-time insights by combining financial data from Sage 300 with employee information from BambooHR. Make informed decisions related to budgeting, workforce planning, and resource allocation.

Streamlined Payroll

Seamlessly calculate payroll based on up-to-date HR records, ensuring compliance with tax laws and employment regulations. This integration simplifies the entire payroll process.

Enhanced Employee Experience

Employees can view their financial information, including pay stubs and tax documents, directly through BambooHR, improving transparency and reducing HR inquiries.

Compliance and Security

Maintain data accuracy and security by centralizing sensitive information within two trusted systems. This integration helps you adhere to data privacy regulations and protect employee information.

Time and Cost Savings

Eliminate the need for duplicate data entry, reducing administrative overhead and minimizing errors. Your HR and finance teams can focus on more strategic tasks.

Scalability

As your organization grows, this integrated solution can easily adapt to accommodate new employees, departments, and financial complexities without added complications.

By integrating Sage 300 and BambooHR, you empower your business to operate efficiently, make informed decisions, and provide a better experience for both employees and management. It’s a winning combination for modern organizations looking to optimize their financial and HR processes.
 

 

How does the Sage 300 and BambooHR integration work?


Data Mapping

The integration process begins by defining how data will flow between Sage 300 and BambooHR. You’ll determine which fields and information need to be synchronized, such as employee records, payroll data, and financial transactions.
 

Authentication

To ensure security, authorized users from your organization will need to authenticate and authorize the integration. This typically involves generating API keys or using secure authentication protocols
 

Data Extraction

BambooHR will extract employee-related data, including personal details, payroll information, and attendance records. Sage 300 will extract financial data, such as accounts payable/receivable, general ledger entries, and expense reports.
 

Data Transformation

The extracted data may need to be transformed to match the format and structure of the target system. This step ensures consistency and accuracy between the two platforms.
 

Data Transfer

The transformed data is then transferred between Sage 300 and BambooHR using secure communication protocols. This can occur in real-time or based on a predefined schedule, depending on your integration preferences.
 

Data Validation

Both systems will perform validation checks to ensure the integrity of the transferred data. This helps identify and address any discrepancies or errors in the data transfer process.
 

Synchronization

Once the data is validated, it is synchronized between Sage 300 and BambooHR. This means that updates made in one system are reflected in the other, ensuring that both systems have the most current information.
 

Error Handling

In case of any data transfer errors or exceptions, the integration system will have error handling mechanisms in place to log issues and trigger alerts for administrators to resolve them promptly.
 

Monitoring and Reporting

The integration system provides monitoring tools and reports to track the status and performance of the integration. This helps administrators keep a close eye on data flows and troubleshoot any issues as they arise.
 

Maintenance and Upkeep

Regular maintenance and updates to the integration are crucial to ensure compatibility with system upgrades or changes in data structures within Sage 300 and BambooHR.
 

Compliance and Security

The integration solution will adhere to data security and compliance standards to protect sensitive information, including employee and financial data.

envisionSB integration streamlines the flow of data between these two systems, allowing for a seamless exchange of information related to employees, payroll, and finances. This automation reduces manual efforts, enhances data accuracy, and improves overall operational efficiency for your organization.
 

 

 

ABOUT SAGE 300

Sage 300, formerly known as Sage Accpac, is a comprehensive and highly versatile enterprise resource planning (ERP) software solution designed to streamline and optimize various business processes for small to medium-sized businesses (SMBs).

This powerful software offers a wide range of features and modules that cover areas such as finance, accounting, inventory management, human resources, customer relationship management (CRM), and more.

Sage 300 provides SMBs with the tools they need to effectively manage their financials, automate routine tasks, gain valuable insights through reporting and analytics, and improve overall operational efficiency. With its customizable and scalable nature, Sage 300 can be tailored to suit the specific needs of different industries, making it a popular choice for businesses across various sectors.

Here are three key features and benefits of Sage 300:

 

Comprehensive ERP Functionality

Sage 300 offers a wide range of modules and features to cover various aspects of your business, including financials, inventory management, sales, purchasing, and more. This comprehensive functionality ensures that all your core business operations are integrated into a single platform, reducing data silos and improving overall efficiency.

 

Scalability and Customization

Sage 300 is highly scalable, allowing businesses to adapt as they
grow. You can start with the modules you need and add more as your requirements evolve.
Additionally, it offers customization options to tailor the software to your specific industry and
business processes, ensuring that it aligns perfectly with your unique needs.

 

Data-driven Insights

With robust reporting and analytics tools, Sage 300 empowers users to gain valuable insights into their financial and operational performance. This data-driven approach enables better decision-making, identifies areas for improvement, and supports strategic planning, ultimately helping businesses maximize profitability and competitiveness.

 

 

 

ABOUT BAMBOOHR HR SOFTWARE

BambooHR is an American technology company that provides human resources software as a service. BambooHR’s services include an applicant tracking system and an employee benefits tracker. In 2019, BambooHR served 11,000 clients that were based in 100 countries.

 

Payroll Progression with BambooHR HR Payroll Software

With payroll from BambooHR HR Software, you now have an easy three-step process for completing payroll, practically eliminating double data entry, errors, and security issues.

Take Action to Increase Employee Satisfaction

It doesn’t take the world’s greatest detective to spot employee dissatisfaction. Learn how BambooHR® Employee Satisfaction with eNPS® lets you measure and improve employee satisfaction, helping you maintain a healthy culture, retain employees, and improve performance.

Building a Stellar Onboarding Process

You only get one chance to make a good first impression, and a new employee’s experience on their first day with your Organization is a critical element of setting the stage for that employee’s entire experience while they’re working with your company.

 

More About BambooHR HR Software

Learn More about how BambooHR HR Software can benefit your business.

 

 

A powerful integration between envisionSB integrates Sage 300 with BambooHR to offer a seamless and powerful solution for businesses seeking to streamline their operations and HR management.

 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

 

Employee Sync From BambooHR To Sage 300

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Employee #PersonalEmployee_
number
Employee Code
SalutationPersonalListTitle
InitialsPersonalTextInitials
First NamePersonalTextFirst Name
Middle NamePersonalTextSecond Name
Last NamePersonalTextLast Name
Preferred NamePersonalTextKnown As Name
Birth DatePersonalDateBirth Date
Postal NumberPersonalTextUnit/ Postal Number
Address Line 1PersonalTextComplex
Street NumberPersonalTextStreet Number
Address Line 2PersonalTextStreet/ Farm Name
CityPersonalTextCity/Town
DistrictPersonalTextSuburb/District
StatePersonalStateProvince
Zip CodePersonalTextPostal Code
CountryPersonalCountryCountry Code
Work EmailPersonalTextE-Mail Address
GenderPersonalGenderGender
National IDPersonalNational_idId Number
Work PhonePersonalPhoneWork Number
Mobile PhonePersonalPhoneCell Number
Home PhonePersonalPhoneHome Number
Marital StatusPersonalMarital_statusMarital Status

 

Job Information Sync From BambooHR To Sage 300

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Hire DateJobDateDate Engaged
Original
Hire Date
JobDateDate Joined Group
Effective DateJob:Employment StatusDateTermination Date
Termination ReasonJob:Employment StatusListTermination Reason
Job TitleJobListJob Title
EthnicityJobListEthnic Group
Racial GroupJobListRacial Group
DisabledJobCheckboxDisabled
Disability TypeCodeJobListDisability TypeCode

 

Custom Table – Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Company CodeJob: Sage TableListCompany
Company RuleJob: Sage TableListCompany Rule
Leave Policy CodeJob: Sage TableListLeave Policy
Affected
Earning Line
Code
Job: Sage TableListAffected
Earning Line
Remuneration
Definition Header Code
Job: Sage TableListRemuneration
Definition Header
Payment Run
Definition Code
Job: Sage TableListPayment Run
Definition
Hours Per PeriodJob: Sage TableNumberHours Per Period
Hours Per DayJob: Sage TableNumberHours Per Day
Annual SalaryJob: Sage TableNumberAnnual Salary
Rate Per HourJob: Sage TableNumberRate Per Hour

 

Custom Table – South Africa: Direct Deposit Information (South Africa Specific Bank Info)

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Account NumberPersonal:
South African
Specific Bank
Info
TextAccount Number
Account NamePersonal:
South African
Specific Bank
Info
TextAccount Holder Name
Account Holder RelationshipPersonal:
South African
Specific Bank
Info
ListAccount Holder Relationship
Account Type CodePersonal:
South African
Specific Bank
Info
ListAccount Type
Bank CodePersonal:
South African
Specific Bank
Info
TextBank Name
BSB NumberPersonal:
South African
Specific Bank
Info
TextBank Branch
CurrencyPersonal:
South African
Specific Bank
Info
ListCurrency
DefaultPersonal:
South African
Specific Bank
Info
Boolean
(true/false)
Default
StatusPersonal:
South African
Specific Bank
Info
ListStatus

 

Tax Information Sync From BambooHR To Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Legally Retired for Tax PurposePersonal: South African Tax InfoCheckboxLegally Retired for Tax Purpose
Tax StatusPersonal: South African Tax InfoListTax Status
Tax CalculationPersonal: South African Tax InfoListTax Calculation
Tax Start DatePersonal: South African Tax InfoDateTax Start Date
Tax YearPersonal: South African Tax InfoTextTax Year
Tax Residency StatusPersonal: South African Tax InfoListNationality Country
Tax File NumberPersonal: South African Tax InfoTextTax No
Directive NumberPersonal: South African Tax InfoNumberDirective Number
Directive Tax AmountPersonal: South African Tax InfoNumberDirective Tax Amount

 


Approved Leave Requests Sync From BambooHR To Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
StartTime Off: Record Time OffDateFrom Date
EndTime Off: Record Time OffDateTo Date
Time Off Type IDTime OffTextLeave Type
AmountTime OffNumberUnits Capture / Units Taken
NoteTime Off: Record Time OffTextComment

 

Leave Balance Sync From Sage To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Time off Type IdTime OffText
AmountTime OffNumber

 


Payslips Sync From Sage To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Documents: PayslipsPDF payslip will be returned through API

 


 

 

Why use the envisionSB Sage 300 and BambooHR Integration?

With this integration, you can effortlessly synchronize financial and HR data, unlocking a range of benefits:

Efficient Data Management

Say goodbye to manual data entry and the risk of errors. Sage 300 and BambooHR integration automates the transfer of employee data, payroll information, and financial records, ensuring accuracy and saving time.
 

Improved Decision-Making

Access real-time insights by combining financial data from Sage 300 with employee information from BambooHR. Make informed decisions related to budgeting, workforce planning, and resource allocation.
 

Streamlined Payroll

Seamlessly calculate payroll based on up-to-date HR records, ensuring compliance with tax laws and employment regulations. This integration simplifies the entire payroll process.
 

Enhanced Employee Experience

Employees can view their financial information, including pay stubs and tax documents, directly through BambooHR, improving transparency and reducing HR inquiries.
 

Compliance and Security

Maintain data accuracy and security by centralizing sensitive information within two trusted systems. This integration helps you adhere to data privacy regulations and protect employee information.
 

Time and Cost Savings

Eliminate the need for duplicate data entry, reducing administrative overhead and minimizing errors. Your HR and finance teams can focus on more strategic tasks.
 

Scalability

As your organization grows, this integrated solution can easily adapt to accommodate new employees, departments, and financial complexities without added complications.

By integrating Sage 300 and BambooHR, you empower your business to operate efficiently, make informed decisions, and provide a better experience for both employees and management. It’s a winning combination for modern organizations looking to optimize their financial and HR processes.
 

 

How does the Sage 300 and BambooHR integration work?


Data Mapping

The integration process begins by defining how data will flow between Sage 300 and BambooHR. You’ll determine which fields and information need to be synchronized, such as employee records, payroll data, and financial transactions.
 

Authentication

To ensure security, authorized users from your organization will need to authenticate and authorize the integration. This typically involves generating API keys or using secure authentication protocols
 

Data Extraction

BambooHR will extract employee-related data, including personal details, payroll information, and attendance records. Sage 300 will extract financial data, such as accounts payable/receivable, general ledger entries, and expense reports.
 

Data Transformation

The extracted data may need to be transformed to match the format and structure of the target system. This step ensures consistency and accuracy between the two platforms.
 

Data Transfer

The transformed data is then transferred between Sage 300 and BambooHR using secure communication protocols. This can occur in real-time or based on a predefined schedule, depending on your integration preferences.
 

Data Validation

Both systems will perform validation checks to ensure the integrity of the transferred data. This helps identify and address any discrepancies or errors in the data transfer process.
 

Synchronization

Once the data is validated, it is synchronized between Sage 300 and BambooHR. This means that updates made in one system are reflected in the other, ensuring that both systems have the most current information.
 

Error Handling

In case of any data transfer errors or exceptions, the integration system will have error handling mechanisms in place to log issues and trigger alerts for administrators to resolve them promptly.
 

Monitoring and Reporting

The integration system provides monitoring tools and reports to track the status and performance of the integration. This helps administrators keep a close eye on data flows and troubleshoot any issues as they arise.
 

Maintenance and Upkeep

Regular maintenance and updates to the integration are crucial to ensure compatibility with system upgrades or changes in data structures within Sage 300 and BambooHR.
 

Compliance and Security

The integration solution will adhere to data security and compliance standards to protect sensitive information, including employee and financial data.

envisionSB integration streamlines the flow of data between these two systems, allowing for a seamless exchange of information related to employees, payroll, and finances. This automation reduces manual efforts, enhances data accuracy, and improves overall operational efficiency for your organization.
 

 

 

ABOUT SAGE 300

Sage 300, formerly known as Sage Accpac, is a comprehensive and highly versatile enterprise resource planning (ERP) software solution designed to streamline and optimize various business processes for small to medium-sized businesses (SMBs).

This powerful software offers a wide range of features and modules that cover areas such as finance, accounting, inventory management, human resources, customer relationship management (CRM), and more.

Sage 300 provides SMBs with the tools they need to effectively manage their financials, automate routine tasks, gain valuable insights through reporting and analytics, and improve overall operational efficiency. With its customizable and scalable nature, Sage 300 can be tailored to suit the specific needs of different industries, making it a popular choice for businesses across various sectors.

Here are three key features and benefits of Sage 300:

 

Comprehensive ERP Functionality

Sage 300 offers a wide range of modules and features to cover various aspects of your business, including financials, inventory management, sales, purchasing, and more. This comprehensive functionality ensures that all your core business operations are integrated into a single platform, reducing data silos and improving overall efficiency.

 

Scalability and Customization

Sage 300 is highly scalable, allowing businesses to adapt as they grow. You can start with the modules you need and add more as your requirements evolve. Additionally, it offers customization options to tailor the software to your specific industry and business processes, ensuring that it aligns perfectly with your unique needs.

 

Data-driven Insights

With robust reporting and analytics tools, Sage 300 empowers users to gain valuable insights into their financial and operational performance. This data-driven approach enables better decision-making, identifies areas for improvement, and supports strategic planning, ultimately helping businesses maximize profitability and competitiveness.

 

 

 

ABOUT BAMBOOHR

BambooHR is an American technology company that provides human resources software as a service. BambooHR’s services include an applicant tracking system and an employee benefits tracker. In 2019, BambooHR served 11,000 clients that were based in 100 countries.

 

Payroll Progression with BambooHR

With payroll from BambooHR, you now have an easy three-step process for completing payroll, practically eliminating double data entry, errors, and security issues.

Take Action to Increase Employee Satisfaction

It doesn’t take the world’s greatest detective to spot employee dissatisfaction. Learn how BambooHR® Employee Satisfaction with eNPS® lets you measure and improve employee satisfaction, helping you maintain a healthy culture, retain employees, and improve performance.

Building a Stellar Onboarding Process

You only get one chance to make a good first impression, and a new employee’s experience on their first day with your Organization is a critical element of setting the stage for that employee’s entire experience while they’re working with your company.

 

More About BambooHR

Learn More about how BambooHR can benefit your business.

 

Overview

 

A powerful integration between envisionSB integrates Sage 300 with BambooHR to offer a seamless and powerful solution for businesses seeking to streamline their operations and HR management.

 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

Integration
 

Employee Sync From BambooHR To Sage 300

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Employee #PersonalEmployee_
number
Employee Code
SalutationPersonalListTitle
InitialsPersonalTextInitials
First NamePersonalTextFirst Name
Middle NamePersonalTextSecond Name
Last NamePersonalTextLast Name
Preferred
Name
PersonalTextKnown As
Name
Birth DatePersonalDateBirth Date
Postal NumberPersonalTextUnit/ Postal Number
Address Line 1PersonalTextComplex
Street NumberPersonalTextStreet Number
Address Line 2PersonalTextStreet/ Farm Name
CityPersonalTextCity/Town
DistrictPersonalTextSuburb/District
StatePersonalStateProvince
Zip CodePersonalTextPostal Code
CountryPersonalCountryCountry Code
Work EmailPersonalTextE-Mail Address
GenderPersonalGenderGender
National IDPersonalNational_idId Number
Work PhonePersonalPhoneWork Number
Mobile PhonePersonalPhoneCell Number
Home PhonePersonalPhoneHome Number
Marital StatusPersonalMarital_statusMarital Status

 

Job Information Sync From BambooHR To Sage 300

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Hire DateJobDateDate Engaged
Original
Hire Date
JobDateDate Joined Group
Effective DateJob:Employment StatusDateTermination Date
Termination ReasonJob:Employment StatusListTermination Reason
Job TitleJobListJob Title
EthnicityJobListEthnic Group
Racial GroupJobListRacial Group
DisabledJobCheckboxDisabled
Disability TypeCodeJobListDisability TypeCode

 

Custom Table – Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Company CodeJob: Sage TableListCompany
Company RuleJob: Sage TableListCompany Rule
Leave Policy CodeJob: Sage TableListLeave Policy
Affected
Earning Line
Code
Job: Sage TableListAffected
Earning Line
Remuneration
Definition Header Code
Job: Sage TableListRemuneration
Definition Header
Payment Run
Definition Code
Job: Sage TableListPayment Run
Definition
Hours Per PeriodJob: Sage TableNumberHours Per Period
Hours Per DayJob: Sage TableNumberHours Per Day
Annual SalaryJob: Sage TableNumberAnnual Salary
Rate Per HourJob: Sage TableNumberRate Per Hour

 

Custom Table – South Africa: Direct Deposit Information (South Africa Specific Bank Info)

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Account NumberPersonal:
South African
Specific Bank
Info
TextAccount Number
Account NamePersonal:
South African
Specific Bank
Info
TextAccount Holder Name
Account Holder RelationshipPersonal:
South African
Specific Bank
Info
ListAccount Holder Relationship
Account Type CodePersonal:
South African
Specific Bank
Info
ListAccount Type
Bank CodePersonal:
South African
Specific Bank
Info
TextBank Name
BSB NumberPersonal:
South African
Specific Bank
Info
TextBank Branch
CurrencyPersonal:
South African
Specific Bank
Info
ListCurrency
DefaultPersonal:
South African
Specific Bank
Info
Boolean
(true/false)
Default
StatusPersonal:
South African
Specific Bank
Info
ListStatus

 

Tax Information Sync From BambooHR To Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Legally Retired for Tax PurposePersonal: South African Tax InfoCheckboxLegally Retired for Tax Purpose
Tax StatusPersonal: South African Tax InfoListTax Status
Tax CalculationPersonal: South African Tax InfoListTax Calculation
Tax Start DatePersonal: South African Tax InfoDateTax Start Date
Tax YearPersonal: South African Tax InfoTextTax Year
Tax Residency StatusPersonal: South African Tax InfoListNationality Country
Tax File NumberPersonal: South African Tax InfoTextTax No
Directive NumberPersonal: South African Tax InfoNumberDirective Number
Directive Tax AmountPersonal: South African Tax InfoNumberDirective Tax Amount

 


Approved Leave Requests Sync From BambooHR To Sage

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
StartTime Off: Record Time OffDateFrom Date
EndTime Off: Record Time OffDateTo Date
Time Off Type IDTime OffTextLeave Type
AmountTime OffNumberUnits Capture / Units Taken
NoteTime Off: Record Time OffTextComment

 

Leave Balance Sync From Sage To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Time off Type IdTime OffText
AmountTime OffNumber

 


Payslips Sync From Sage To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionSage Field
Documents: PayslipsPDF payslip will be returned through API

 


 

Why Use It?
 

Why use the envisionSB Sage 300 and BambooHR Integration?

With this integration, you can effortlessly synchronize financial and HR data, unlocking a range of benefits:

Efficient Data Management

Say goodbye to manual data entry and the risk of errors. Sage 300 and BambooHR integration automates the transfer of employee data, payroll information, and financial records, ensuring accuracy and saving time.
 

Improved Decision-Making

Access real-time insights by combining financial data from Sage 300 with employee information from BambooHR. Make informed decisions related to budgeting, workforce planning, and resource allocation.
 

Streamlined Payroll

Seamlessly calculate payroll based on up-to-date HR records, ensuring compliance with tax laws and employment regulations. This integration simplifies the entire payroll process.
 

Enhanced Employee Experience

Employees can view their financial information, including pay stubs and tax documents, directly through BambooHR, improving transparency and reducing HR inquiries.
 

Compliance and Security

Maintain data accuracy and security by centralizing sensitive information within two trusted systems. This integration helps you adhere to data privacy regulations and protect employee information.
 

Time and Cost Savings

Eliminate the need for duplicate data entry, reducing administrative overhead and minimizing errors. Your HR and finance teams can focus on more strategic tasks.
 

Scalability

As your organization grows, this integrated solution can easily adapt to accommodate new employees, departments, and financial complexities without added complications.

By integrating Sage 300 and BambooHR, you empower your business to operate efficiently, make informed decisions, and provide a better experience for both employees and management. It’s a winning combination for modern organizations looking to optimize their financial and HR processes.
 

How It Works?
 

How does the Sage 300 and BambooHR integration work?


Data Mapping

The integration process begins by defining how data will flow between Sage 300 and BambooHR. You’ll determine which fields and information need to be synchronized, such as employee records, payroll data, and financial transactions.
 

Authentication

To ensure security, authorized users from your organization will need to authenticate and authorize the integration. This typically involves generating API keys or using secure authentication protocols
 

Data Extraction

BambooHR will extract employee-related data, including personal details, payroll information, and attendance records. Sage 300 will extract financial data, such as accounts payable/receivable, general ledger entries, and expense reports.
 

Data Transformation

The extracted data may need to be transformed to match the format and structure of the target system. This step ensures consistency and accuracy between the two platforms.
 

Data Transfer

The transformed data is then transferred between Sage 300 and BambooHR using secure communication protocols. This can occur in real-time or based on a predefined schedule, depending on your integration preferences.
 

Data Validation

Both systems will perform validation checks to ensure the integrity of the transferred data. This helps identify and address any discrepancies or errors in the data transfer process.
 

Synchronization

Once the data is validated, it is synchronized between Sage 300 and BambooHR. This means that updates made in one system are reflected in the other, ensuring that both systems have the most current information.
 

Error Handling

In case of any data transfer errors or exceptions, the integration system will have error handling mechanisms in place to log issues and trigger alerts for administrators to resolve them promptly.
 

Monitoring and Reporting

The integration system provides monitoring tools and reports to track the status and performance of the integration. This helps administrators keep a close eye on data flows and troubleshoot any issues as they arise.
 

Maintenance and Upkeep

Regular maintenance and updates to the integration are crucial to ensure compatibility with system upgrades or changes in data structures within Sage 300 and BambooHR.
 

Compliance and Security

The integration solution will adhere to data security and compliance standards to protect sensitive information, including employee and financial data.

envisionSB integration streamlines the flow of data between these two systems, allowing for a seamless exchange of information related to employees, payroll, and finances. This automation reduces manual efforts, enhances data accuracy, and improves overall operational efficiency for your organization.
 

Sage 300

 

 

ABOUT SAGE 300

Sage 300, formerly known as Sage Accpac, is a comprehensive and highly versatile enterprise resource planning (ERP) software solution designed to streamline and optimize various business processes for small to medium-sized businesses (SMBs).

This powerful software offers a wide range of features and modules that cover areas such as finance, accounting, inventory management, human resources, customer relationship management (CRM), and more.

Sage 300 provides SMBs with the tools they need to effectively manage their financials, automate routine tasks, gain valuable insights through reporting and analytics, and improve overall operational efficiency. With its customizable and scalable nature, Sage 300 can be tailored to suit the specific needs of different industries, making it a popular choice for businesses across various sectors.

Here are three key features and benefits of Sage 300:

 

 

Comprehensive ERP Functionality

Sage 300 offers a wide range of modules and features to cover various aspects of your business, including financials, inventory management, sales, purchasing, and more. This comprehensive functionality ensures that all your core business operations are integrated into a single platform, reducing data silos and improving overall efficiency.

 

Scalability and Customization

Sage 300 is highly scalable, allowing businesses to adapt as they grow. You can start with the modules you need and add more as your requirements evolve. Additionally, it offers customization options to tailor the software to your specific industry and business processes, ensuring that it aligns perfectly with your unique needs.

 

Data-driven Insights

With robust reporting and analytics tools, Sage 300 empowers users to gain valuable insights into their financial and operational performance. This data-driven approach enables better decision-making, identifies areas for improvement, and supports strategic planning, ultimately helping businesses maximize profitability and competitiveness.

 

BambooHR

 

 

ABOUT BAMBOOHR

BambooHR is an American technology company that provides human resources software as a service. BambooHR’s services include an applicant tracking system and an employee benefits tracker. In 2019, BambooHR served 11,000 clients that were based in 100 countries.

 

Payroll Progression with BambooHR

With payroll from BambooHR, you now have an easy three-step process for completing payroll, practically eliminating double data entry, errors, and security issues.

Take Action to Increase Employee Satisfaction

It doesn’t take the world’s greatest detective to spot employee dissatisfaction. Learn how BambooHR® Employee Satisfaction with eNPS® lets you measure and improve employee satisfaction, helping you maintain a healthy culture, retain employees, and improve performance.

Building a Stellar Onboarding Process

You only get one chance to make a good first impression, and a new employee’s experience on their first day with your Organization is a critical element of setting the stage for that employee’s entire experience while they’re working with your company.

 

More About BambooHR

Learn More about how BambooHR can benefit your business.

 

Support Phone:


Australia (Sydney & Perth):
1300 074 484


New Zealand Toll Free:
08000 767 015


United Kingdom Toll Free
0800 090 3115

 

Support Emails:

info@envisiondigital.com.au

 

Support Office Hours and Timezone:

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

 

 

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