Our BambooHR integration automatically syncs your employee information from BambooHR to PayFit, significantly reducing the time spent entering employee changes.
Benefits of using the BambooHR x PayFit integration
By using our integration with BambooHR, you can:
💡 Save time.
💡 Remove manual double-entry of data.
💡 Improve workflows and alignment between HR and finance teams.
💡 Choose the data you'd like to be synced with PayFit.
💡 Align your tech stack.
What information is synced between Bamboo and PayFit?
Once the integration is set up, you can choose any of the following fields to sync from Bamboo to PayFit.
Note: BambooHR is the source of truth so information is synced from BambooHR to PayFit, not the other way around.
The integration will sync any of the data that is added, deleted or changed:
✅ New starter personal information.
✅ Personal information.
✅ Salary changes (backdated up to one month in the past).
✅ Contract details (job title, hours per week).
✅ Employee bank details (UK bank details only).
✅ Leaver information.
✅ Bonuses or commissions.
✅ Annual and sick leaves (starting in the current month, a future month, or up to one month in the past).
❌ Annual leave or occupational (sickness or parental) allowances.
❌ Other types of leave (eg. parental/unpaid/jury service).
❌ Other types of payments.
❌ Pushing payslips from PayFit to Bamboo
Overview of steps to set up the integration
There are four steps to setting up the integration between BambooHR and PayFit.
Link your BambooHR account with PayFit.
Decide which employees to sync.
Choose which data fields to sync.
Contact us to arrange testing.
Section one: Link your BambooHR account with PayFit
From the left of PayFit, choose Integration Hub.
Next to BambooHR, click Activate.
Enter your BambooHR domain, then click Enable Integration.
Sign in to your BambooHR account.
You'll be returned to PayFit where the Set Up Access section shows as complete.
Section two: Decide which employees to sync
At this point, you need to make a note of which employees you'd like to sync, so you can send this to us:
Tip: We'll set this up for you as part of our testing. Please don't add these details yourself just yet.
Do you want the integration to add new employees to PayFit: Yes/No
Do you want to sync all of your employees: Yes/No
When do you want to add employees to PayFit?: As soon as they're added to your HR software, or only if their start date is in the current month.
If you chose to sync only some of your employees, note down the Contract type, Departments and Sites that you'd like to sync.
For example, sync all Part-time or Permanent contract types, in the London, Manchester and Newcastle sites.
Section three: Choose which data fields to sync
Click Settings.
Tick the fields you'd like to sync from BambooHR, then click Save.
Section four: Contact us to arrange testing
We recommend testing the integration before syncing into your live account. This gives you a chance to review the information that will be synced from BambooHR into PayFit without affecting your live account. To do this;
1️⃣ Send our team a message via the Help Centre to say that you'd like to test the integration. Don't forget to include the settings you noted in Section two.
The testing process usually takes a couple of days. Our Customer Success team will get in touch if we need further information from you.
2️⃣ After the testing is complete, they'll direct you to the integration activity log, stored securely in your Company documents folder. This log shows the employee data that would sync from BambooHR, based on the settings provided. Please check the file includes the data you expected.
Tip: We can run another test integration if you'd like to change the employees, or fields to sync.
3️⃣ Once you're happy with the data, you'll need to add those employee settings that you noted in Section two, into PayFit. To do this:
Click Integrations Hub on the left, then the Activated integrations tab.
Click BambooHR.
Click Actions, then Configure.
Click See filters.
For each group of employees you want to include, under the Actions column, click the three dots, then Edit.
Toggle on the Sync employees with this filter, then click Save.
4️⃣ The integration is now live and your data will sync from BambooHR each night.
FAQs
How to track changes made by the integration
Within the integration page, you can access a log of the changes made through the integration. The log includes the date of the change, the type of change, as well as the original and new data.
To view the activity log:
Click Integrations Hub on the left, then the Activated integrations tab.
Click BambooHR.
Click Actions, then Configure.
Finally, click Activity Log.
You can also download the log for offline review.
How long does it take to set up the integration?
When you set up the integration between the two softwares, we'll check the settings are set up correctly overnight, to identify any potential issues that could occur. If our checks don't highlight any missing information we'll make updates the following day. Therefore, the first time you set up the integration any new information added to Bamboo will appear in PayFit after 48 hours.
How often will my HR data sync to PayFit?
Once the integration has been set up, your account will be updated once at night (outside of business hours) every 24 hours. Therefore any new information added to Bamboo will appear in PayFit the following day.
What happens if there is an issue?
We have a dedicated team who look after our integrations. They test and monitor the integration regularly so if we spot anything that looks amiss, your customer care manager will be in touch to notify you and advise on the next steps. If you spot anything that looks incorrect in your PayFit account after checking the activity log, please reach out to a member of our team via the Contact Us form.
What happens if I update my employee information on PayFit but not on BambooHR?
If employee information that is included in the integration scope, is updated on PayFit only, the information will be replaced by what is present on your Bamboo software.
How are employees matched between PayFit and BambooHR?
To ensure PayFit updates the correct employees with Bamboo information, we use nine different data points and compare them between both software.
If we are not able to match the employee, the employee will be indicated as “Not complete” in the ‘matched employee details’ section. If an employee flags as ‘Not complete’ this will also prompt a required action to ensure that the employee's payroll will run smoothly. Information may need to be updated in Bamboo for PayFit to sync the data to the correct employee. More information regarding this can be found in our Employee Matching Status article.
What additional employee information will I need to add for new starters?
When an employee is added to Bamboo, PayFit will take the information and import it directly into PayFit, reducing the time taken to onboard your new team members. However, not all employee information needed for payroll will be inputted into your HR software. Therefore, for every new starter, there will be some additional information to be added in the PayFit app, e.g. year to date information, to ensure your employee is paid correctly.
Can more features be added to the BambooHR x PayFit integration?
We're always working to improve our integrations so if you have any suggestions for further information to sync from BambooHR to PayFit, please let our team know via the Contact Us Form. Whilst we cannot promise any specific features due to data access limitations, it's great for us to know what would improve your internal processes even further.
Does the BambooHR integration work for PayFit in other countries?
At this time, the integration is only available in the UK.