Connect BambooHR and Microsoft Excel to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings BambooHR and Microsoft Excel together. Build enterprise-grade automation in minutes.

Our most popular template

Create spreadsheets in Microsoft Excel for new employees started in BambooHR
Premium
Details
Try it
BambooHR + Microsoft Excel
Manage new BambooHR time offs by adding rows in Microsoft Excel
Premium
Details
Try it
BambooHR + Microsoft Excel
Add new BambooHR employees to Microsoft Excel rows with each hire
Premium
Details
Try it
BambooHR + Microsoft Excel
Manage new BambooHR employees by adding them as rows to a Microsoft Excel table
Premium
Details
Try it
BambooHR + Microsoft Excel
Update rows in Microsoft Excel when employees in BambooHR are updated
Premium
Details
Try it
BambooHR + Microsoft Excel
Create rows in Microsoft Excel for every new employee starting in BambooHR
Premium
Details
Try it
BambooHR + Microsoft Excel

Create spreadsheets in Microsoft Excel for new employees started in BambooHR

Details

Try it

BambooHR + Microsoft Excel

Manage new BambooHR time offs by adding rows in Microsoft Excel

Details

Try it

BambooHR + Microsoft Excel

Add new BambooHR employees to Microsoft Excel rows with each hire

Details

Try it

BambooHR + Microsoft Excel

Manage new BambooHR employees by adding them as rows to a Microsoft Excel table

Details

Try it

BambooHR + Microsoft Excel

Update rows in Microsoft Excel when employees in BambooHR are updated

Details

Try it

BambooHR + Microsoft Excel

Create rows in Microsoft Excel for every new employee starting in BambooHR

Details

Try it

BambooHR + Microsoft Excel

Create new rows in Microsoft Excel for new times off in BambooHR
Premium
Details
Try it
BambooHR + Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate BambooHR with Microsoft Excel - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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.
Trigger
Polling
Try It
- Report_number
  Required
- Field
Trigger
Polling
Try It
- Additional fields to include in the output
Trigger
Instant
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Polling
Try It
New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
Try It

- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Request
  Required
- Status
  Required
- Note
Action
Write

- File Name
- Employee
  Required
- Share This File with Employee
  Required
- File
  Required
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Caution_copy
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row
  Required
- Confirm Deletion
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Report
  Required
- Employee_id_column_notice
- Field
Trigger
Polling
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Polling
Try It
- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
Try It
- Employee ID
  Required
- Date
  Required
- Start Time
  Required
- End Time
  Required
- Note
- Project ID
- Task ID
Action
Write
- Start Date
- End Date
- Include
Action
Write
- Employee
  Required
- SupervisorEmail
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

For AI agents & developers

Use BambooHR and Microsoft Excel with AI agents and code

Beyond Zap workflows. Call BambooHR and Microsoft Excel actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose BambooHR and Microsoft Excel actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Timesheet Clock Entries
Add Row

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger BambooHR and Microsoft Excel actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* bamboohr / excel action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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 Owner

Try it

Update 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

Try it

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.

Try it

Learn how to automate BambooHR on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your BambooHR to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Learn moreLearn moreHelpHelp

Related categories

HR Talent & Recruitment

Similar apps

Workable

HR Talent & Recruitment

Breezy HR

HR Talent & Recruitment

Zoho Recruit

HR Talent & Recruitment, Zoho

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Connect BambooHR and Microsoft Excel to power AI-driven automation

Launch your first automated workflow

Create spreadsheets in Microsoft Excel for new employees started in BambooHR

Manage new BambooHR time offs by adding rows in Microsoft Excel

Add new BambooHR employees to Microsoft Excel rows with each hire

Manage new BambooHR employees by adding them as rows to a Microsoft Excel table

Update rows in Microsoft Excel when employees in BambooHR are updated

Create rows in Microsoft Excel for every new employee starting in BambooHR

Create spreadsheets in Microsoft Excel for new employees started in BambooHR

Manage new BambooHR time offs by adding rows in Microsoft Excel

Add new BambooHR employees to Microsoft Excel rows with each hire

Manage new BambooHR employees by adding them as rows to a Microsoft Excel table

Update rows in Microsoft Excel when employees in BambooHR are updated

Create rows in Microsoft Excel for every new employee starting in BambooHR

Create new rows in Microsoft Excel for new times off in BambooHR

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use BambooHR and Microsoft Excel with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use BambooHR and Microsoft Excel

Track terminated employees in Excel

Update BambooHR with new employee data from Excel

Sync employee time-off data to an Excel sheet

Learn how to automate BambooHR on the Zapier blog

4 ways to automate BambooHR with Zapier

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Make work flow with AI

Frequently Asked Questions about BambooHR + Microsoft Excel integrations

Connect BambooHR to Microsoft Excel on the world's largest no-code automation platform