How to connect BambooHR and Microsoft Excel
Create a New Scenario to Connect BambooHR and Microsoft Excel
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or Microsoft Excel will be your first step. To do this, click "Choose an app," find BambooHR or Microsoft Excel, and select the appropriate trigger to start the scenario.

Add the BambooHR Node
Select the BambooHR node from the app selection panel on the right.


BambooHR

Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Excel Node
Next, click the plus (+) icon on the BambooHR node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.


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Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the BambooHR and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the BambooHR and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Save and Activate the Scenario
After configuring BambooHR, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the BambooHR and Microsoft Excel integration works as expected. Depending on your setup, data should flow between BambooHR and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect BambooHR and Microsoft Excel
BambooHR + Microsoft Excel + Slack: When an employee's data is updated in BambooHR, the corresponding row in a Microsoft Excel sheet is updated, and a notification is sent to a designated HR channel in Slack.
Microsoft Excel + BambooHR + Google Sheets: When a new row is added to a specific table in Microsoft Excel, this data is used to update an existing employee's information in BambooHR, and the changes are then synced to a Google Sheet for reporting purposes.
BambooHR and Microsoft Excel integration alternatives

About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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See how Latenode works
FAQ BambooHR and Microsoft Excel
How can I connect my BambooHR account to Microsoft Excel using Latenode?
To connect your BambooHR account to Microsoft Excel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select BambooHR and click on "Connect".
- Authenticate your BambooHR and Microsoft Excel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Excel with new BambooHR employee data?
Yes, you can! Latenode's real-time triggers ensure your Excel sheets stay updated without manual imports. Automate data sync and save time with our visual builder.
What types of tasks can I perform by integrating BambooHR with Microsoft Excel?
Integrating BambooHR with Microsoft Excel allows you to perform various tasks, including:
- Automatically creating reports on employee demographics.
- Syncing employee contact details between systems.
- Tracking employee training and certification status.
- Calculating payroll summaries for accounting purposes.
- Generating org charts based on BambooHR data.
How secure is my BambooHR data when using Latenode integrations?
Latenode employs enterprise-grade security measures, including encryption and access controls, ensuring your BambooHR data is always protected.
Are there any limitations to the BambooHR and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Excel formulas might require custom JavaScript code.
- Large data volumes can impact workflow execution speed.
- Real-time updates depend on BambooHR API availability.