Connect BambooHR and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect BambooHR to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate BambooHR with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Employee Started" from BambooHR.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects BambooHR and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Employee Started
Triggers on a new employee's start date.
Try ItTriggerPolling - Report_numberRequired
- Field
Try ItTriggerPolling- Action
- EmployeeId
- Start
- End
- Status
Try ItTriggerPolling- Which field(s) should trigger this Zap?Required
- Additional fields to include in the output
Try ItTriggerInstant
- New Employee
Triggers when a new employee is created.
Try ItTriggerPolling - Additional fields to include in the output
Try ItTriggerInstant- New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Try ItTriggerPolling - New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Try ItTriggerPolling
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Practical ways you can use BambooHR and Microsoft Excel
Track terminated employees in Excel
When an employee is terminated in BambooHR, Zapier adds the employee's details to an Excel spreadsheet. Business owners can use this for compliance reporting or workforce analysis without sifting through BambooHR manually.
Business OwnerUpdate BambooHR with new employee data from Excel
When a new row is added in a designated Excel worksheet with employee details, Zapier creates a new employee record in BambooHR. This ensures that new hires are added to the HR system quickly and consistently.
HR & Recruiting Ops
Sync employee time-off data to an Excel sheet
When a new time-off request is created in BambooHR, Zapier automatically adds a new row to a specified Excel sheet. This helps IT teams maintain accurate records for leave tracking and resource planning without manual data entry.
ITLearn how to automate BambooHR on the Zapier blog
Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about BambooHR + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Microsoft Excel
What is BambooHR and how does it integrate with Microsoft Excel?
BambooHR is an HR software platform that helps manage employee data, including personal information, time off, and performance reviews. Integrating BambooHR with Microsoft Excel allows users to import or export employee data directly into spreadsheets for further analysis or reporting.
How can I automate data syncing between BambooHR and Excel?
To automate data syncing, you can set up triggers within our integration tools that automatically update your Excel spreadsheets whenever there are changes in BambooHR. For example, when a new employee is added in BambooHR, a corresponding row can be created in your Excel file.
What kinds of triggers from BambooHR can initiate actions in Excel?
Typical triggers include adding or updating employee records, such as when new hires occur, changes in employee status are made, or time-off requests are approved. These triggers can automatically update relevant Excel sheets using our automation tools.
Can I customize which data fields from BambooHR appear in my Excel spreadsheet?
Yes, you can customize the integration to select specific data fields from BambooHR that you want to view or analyze in Excel. This customization helps ensure you only import relevant information into your spreadsheet.
Will I need any technical skills to integrate BambooHR with Microsoft Excel?
Our integration process is designed to be user-friendly without requiring advanced technical skills. Simple step-by-step instructions guide you through setting up the connection and automating tasks like synchronizing records or running reports.
Is it possible to update employee information from Excel back into BambooHR?
Currently, updates made within your Excel workbook do not automatically sync back to BambooHR. The integration primarily focuses on exporting data for reporting and analysis; any changes must be manually updated in the BambooHR platform itself.
How frequently does the synced data between BambooHR and Microsoft Excel update?
The frequency of updates depends on how you've configured your triggers. You can set it to trigger on real-time changes for instant updates or schedule periodic syncs based on your reporting requirements.
