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HR to ERP

BambooHR to Exact Online integration: the Dutch employees from BambooHR checked in Exact

With an integration between BambooHR and Exact Online, KoppelHet compares the employees of the Dutch office in BambooHR with the employees in Exact every day, on employee number, department, manager and start and end date. Exact Online only lets an integration read employees; new employees, leavers and rehires therefore go on a worklist for the Exact administrator, and KoppelHet creates the cost centres missing in Exact itself.

What the integration does

Organisations where HR manages all employees in BambooHR and the Dutch office keeps its own books and project hours in Exact Online only hear about a new colleague when they cannot log hours. A former employee who returns ends up in Exact twice.

  1. HR enters the new employee or change in BambooHR, as today.
  2. BambooHR reports the change; KoppelHet fetches the employee and checks whether they belong to the Dutch office.
  3. If the cost centre is missing in Exact, KoppelHet creates it.
  4. A new employee, rehire or leaver goes on the worklist, with the data from BambooHR.
  5. After the change in Exact the line disappears at the next comparison.
BambooHR → KoppelHet → Exact OnlineSOURCEBambooHRTARGETExact OnlineKoppelHetmapping · logging · monitoringBambooHR → KoppelHet → Exact OnlineSOURCEBambooHRTARGETExact OnlineKoppelHetmapping · logging · monitoring
Out: Employee with employee number, name and work email · Department and cost centre · Manager · Start, rehire and end date · Worklist for the Exact administrator

What to watch for with BambooHR and Exact Online

  • BambooHR and Exact both use the word division, for different things. In BambooHR it is an organisational unit, in Exact a set of books. KoppelHet determines the Exact division from the location and ignores the BambooHR division field for that.
  • BambooHR has no standard field for a cost centre, while Exact has a fixed list per division. The cost centre therefore comes from a custom field in BambooHR. A code that does not yet exist in Exact is created there by KoppelHet.
  • BambooHR gives the manager as an email address. In Exact the manager is an Exact user. KoppelHet looks up the Exact employee with that email and a linked user; if that fails, the manager goes on the worklist as a note.
  • When a former employee returns, BambooHR keeps the original hire date next to the new one. KoppelHet recognises the rehire by employee number and puts on the worklist that the existing employee in Exact gets a new start date, instead of a second employee.
  • Department and location are stored in BambooHR's job info table, with an effective date per row. KoppelHet reads the row that applies today. A transfer dated in the future only shows up as a difference on the worklist on that date.
  • BambooHR sends a notification for every change, even if it only affects the British part. Exact Online counts every request per division. KoppelHet therefore filters on the Dutch office first and only then asks Exact anything.

How we build and run it

  • The integration runs on the KoppelHet platform, hosted in a data centre in the EU.
  • Every sync and every error is visible in the functional log; on an error your administrator is notified.
  • A change that cannot go through is not half-applied but queued for another attempt.
  • KoppelHet is ISO 27001 certified. Data travels encrypted and stays on the platform no longer than needed.
  • After go-live we manage the integration and adjust it when your process changes.
  • The integration fits next to your existing integration layer. Only the fields in the design are transferred; the platform keeps no register of its own.

Implementation, architecture and compliance

Implementation and price

This is not an app you switch on. We build the integration for your organisation on our platform, with building blocks we reuse on every project. So it is custom work that does not start from scratch.

A consultant prepares the intake and analyses both systems. We then record the mapping and exceptions field by field, test in the test or acceptance environment and go live at a moment you choose. Costs are a one-off amount for the setup and a monthly amount for platform, monitoring and support.

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Frequently asked questions

Why is the cost centre not simply in BambooHR?

BambooHR has no fixed field for it. We agree on a custom field, or derive the cost centre from the department. We record that before the integration goes live.

Why a worklist and not automatic entry in Exact?

Exact Online offers no write action for employees in the REST API. The worklist prepares everything; KoppelHet then checks that Exact matches BambooHR.

Is compensation data included?

No. The integration does not read the compensation table. For Exact, name, dates, department, cost centre and manager are enough.

Technical details for IT

For those who want to know how it works under the hood: APIs, fields and sources used.

  • BambooHR through the REST API with a user's API key. Event-based webhooks and the changed endpoint as a safety net. Fields employeeNumber, workEmail, department, division, location, supervisorEmail (read-only), hireDate, originalHireDate and terminationDate (read-only); job info as a table with a date per row.
  • Exact Online through the REST API with OAuth, per division. hrm/Costcenters supports writing (Code and Description required). payroll/Employees (with Code, BusinessEmail, Email, User and Manager) and hrm/Departments are read-only. API limits per minute and per day per division.

Which fields are transferred

The key fields. The full mapping is agreed per customer.

Field in BambooHRField in Exact OnlineNotes
location (Nederlandse vestiging)DivisionNot the BambooHR division field; that is an organisational unit
employeeNumberEmployees.Code (vergelijking)
firstName en lastNameEmployees.FirstName en LastName (vergelijking)
workEmailEmployees.BusinessEmail (vergelijking)
departmentDepartments.Code (vergelijking)Through a table
Eigen veld kostenplaatsCostcenters.Code en Description
supervisorEmailEmployees.ManagerLooked up through the Exact user's email
hireDate, originalHireDate en terminationDateEmployees.StartDate en EndDate (vergelijking)

Related

Which systems do you want to connect?

Tell us which systems you use and what should happen automatically. Together we define the smallest working solution, with a clear design and a quote before building.