Employee Sync From BambooHR To Sage 300

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Employee #	Personal	Employee_ number		Employee Code
Salutation	Personal	List		Title
Initials	Personal	Text		Initials
First Name	Personal	Text		First Name
Middle Name	Personal	Text		Second Name
Last Name	Personal	Text		Last Name
Birth Date	Personal	Date		Birth Date
Postal Number	Personal	Text		Unit/ Postal Number
Address Line 1	Personal	Text		Complex
Street Number	Personal	Text		Street Number
Address Line 2	Personal	Text		Street/ Farm Name
City	Personal	Text		City/Town
District	Personal	Text		Suburb/District
State	Personal	State		Province
Zip Code	Personal	Text		Postal Code
Country	Personal	Country		Country Code
Work Email	Personal	Text		E-Mail Address
Gender	Personal	Gender		Gender
National ID	Personal	National_id		Id Number
Work Phone	Personal	Phone		Work Number
Mobile Phone	Personal	Phone		Cell Number
Home Phone	Personal	Phone		Home Number
Marital Status	Personal	Marital_status		Marital Status

Job Information Sync From BambooHR To Sage 300

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Hire Date	Job	Date		Date Engaged
Original Hire Date	Job	Date		Date Joined Group
Effective Date	Job:Employment Status	Date		Termination Date
Termination Reason	Job:Employment Status	List		Termination Reason
Job Title	Job	List		Job Title
Ethnicity	Job	List		Ethnic Group
Racial Group	Job	List		Racial Group
Disabled	Job	Checkbox		Disabled
Disability TypeCode	Job	List		Disability TypeCode

Custom Table – Sage

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Company Code	Job: Sage Table	List		Company
Company Rule	Job: Sage Table	List		Company Rule
Leave Policy Code	Job: Sage Table	List		Leave Policy
Remuneration Defination Header	Job: Sage Table	List		Remuneration Defination Header
Pay Run Definition	Job: Sage Table	List		Pay Run Definition
Hours Per Period	Job: Sage Table	Number		Hours Per Period
Hours Per Day	Job: Sage Table	Number		Hours Per Day
Annual Salary	Job: Sage Table	Number		Annual Salary
Rate Per Hour	Job: Sage Table	Number		Rate Per Hour

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

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Account Number	Personal: South African Specific Bank Info	Text		Account Number
Account Name	Personal: South African Specific Bank Info	Text		Account Holder Name
Account Holder Relationship	Personal: South African Specific Bank Info	List		Account Holder Relationship
Account Type Code	Personal: South African Specific Bank Info	List		Account Type
Bank Code	Personal: South African Specific Bank Info	Text		Bank Name
BSB Number	Personal: South African Specific Bank Info	Text		Bank Branch
Currency	Personal: South African Specific Bank Info	List		Currency
Default	Personal: South African Specific Bank Info	Boolean (true/false)		Default
Status	Personal: South African Specific Bank Info	List		Status

Tax Information Sync From BambooHR To Sage

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Legally Retired for Tax Purpose	Personal: South African Tax Info	Checkbox		Legally Retired for Tax Purpose
Tax Status	Personal: South African Tax Info	List		Tax Status
Tax Calculation	Personal: South African Tax Info	List		Tax Calculation
Tax Start Date	Personal: South African Tax Info	Date		Tax Start Date
Tax Year	Personal: South African Tax Info	Text		Tax Year
Tax Active Status	Personal: South African Tax Info	List		Status
Tax Residency Status	Personal: South African Tax Info	List		Nationality Country
Tax File Number	Personal: South African Tax Info	Text		Tax No
Directive Number	Personal: South African Tax Info	Number		Directive Number
Directive Tax Amount	Personal: South African Tax Info	Number		Directive Tax Amount

Approved Leave Requests Sync From BambooHR To Sage

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Start	Time Off: Record Time Off	Date		From Date
End	Time Off: Record Time Off	Date		To Date
Time Off Type ID	Time Off	Text		Leave Type
Amount	Time Off	Number		Units Capture / Units Taken
Note	Time Off: Record Time Off	Text		Comment

Leave Balance Sync From Sage To BambooHR

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Time off Type Id	Time Off	Text
Amount	Time Off	Number		–

Payslips Sync From Sage To BambooHR

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
–	Documents: Payslips	–		PDF 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.

Get BambooHR

Employee Sync From BambooHR To Sage 300

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Employee #	Personal	Employee_ number		Employee Code
Salutation	Personal	List		Title
Initials	Personal	Text		Initials
First Name	Personal	Text		First Name
Middle Name	Personal	Text		Second Name
Last Name	Personal	Text		Last Name
Birth Date	Personal	Date		Birth Date
Postal Number	Personal	Text		Unit/ Postal Number
Address Line 1	Personal	Text		Complex
Street Number	Personal	Text		Street Number
Address Line 2	Personal	Text		Street/ Farm Name
City	Personal	Text		City/Town
District	Personal	Text		Suburb/District
State	Personal	State		Province
Zip Code	Personal	Text		Postal Code
Country	Personal	Country		Country Code
Work Email	Personal	Text		E-Mail Address
Gender	Personal	Gender		Gender
National ID	Personal	National_id		Id Number
Work Phone	Personal	Phone		Work Number
Mobile Phone	Personal	Phone		Cell Number
Home Phone	Personal	Phone		Home Number
Marital Status	Personal	Marital_status		Marital Status

Job Information Sync From BambooHR To Sage 300

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Hire Date	Job	Date		Date Engaged
Original Hire Date	Job	Date		Date Joined Group
Effective Date	Job:Employment Status	Date		Termination Date
Termination Reason	Job:Employment Status	List		Termination Reason
Job Title	Job	List		Job Title
Ethnicity	Job	List		Ethnic Group
Racial Group	Job	List		Racial Group
Disabled	Job	Checkbox		Disabled
Disability TypeCode	Job	List		Disability TypeCode

Custom Table – Sage

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Company Code	Job: Sage Table	List		Company
Company Rule	Job: Sage Table	List		Company Rule
Leave Policy Code	Job: Sage Table	List		Leave Policy
Remuneration Defination Header	Job: Sage Table	List		Remuneration Defination Header
Pay Run Definition	Job: Sage Table	List		Pay Run Definition
Hours Per Period	Job: Sage Table	Number		Hours Per Period
Hours Per Day	Job: Sage Table	Number		Hours Per Day
Annual Salary	Job: Sage Table	Number		Annual Salary
Rate Per Hour	Job: Sage Table	Number		Rate Per Hour

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

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Account Number	Personal: South African Specific Bank Info	Text		Account Number
Account Name	Personal: South African Specific Bank Info	Text		Account Holder Name
Account Holder Relationship	Personal: South African Specific Bank Info	List		Account Holder Relationship
Account Type Code	Personal: South African Specific Bank Info	List		Account Type
Bank Code	Personal: South African Specific Bank Info	Text		Bank Name
BSB Number	Personal: South African Specific Bank Info	Text		Bank Branch
Currency	Personal: South African Specific Bank Info	List		Currency
Default	Personal: South African Specific Bank Info	Boolean (true/false)		Default
Status	Personal: South African Specific Bank Info	List		Status

Tax Information Sync From BambooHR To Sage

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Legally Retired for Tax Purpose	Personal: South African Tax Info	Checkbox		Legally Retired for Tax Purpose
Tax Status	Personal: South African Tax Info	List		Tax Status
Tax Calculation	Personal: South African Tax Info	List		Tax Calculation
Tax Start Date	Personal: South African Tax Info	Date		Tax Start Date
Tax Year	Personal: South African Tax Info	Text		Tax Year
Tax Active Status	Personal: South African Tax Info	List		Status
Tax Residency Status	Personal: South African Tax Info	List		Nationality Country
Tax File Number	Personal: South African Tax Info	Text		Tax No
Directive Number	Personal: South African Tax Info	Number		Directive Number
Directive Tax Amount	Personal: South African Tax Info	Number		Directive Tax Amount

Approved Leave Requests Sync From BambooHR To Sage

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Start	Time Off: Record Time Off	Date		From Date
End	Time Off: Record Time Off	Date		To Date
Time Off Type ID	Time Off	Text		Leave Type
Amount	Time Off	Number		Units Capture / Units Taken
Note	Time Off: Record Time Off	Text		Comment

Leave Balance Sync From Sage To BambooHR

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
Time off Type Id	Time Off	Text
Amount	Time Off	Number		–

Payslips Sync From Sage To BambooHR

BambooHR Field	BambooHR Tab	Type	Sync Direction	Sage Field
–	Documents: Payslips	–		PDF 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.

Get BambooHR