Export the Full BambooHR Employee Directory to an Excel workbook

The Scenario

You are the VP of HR and the workforce planning session is Thursday morning. The CFO wants headcount by cost center. The CPO wants a breakdown by department, location, and tenure band. Both expect a workbook they can filter themselves.

Your people analytics contact who normally runs this export is unavailable this week.

You have 400 active employees in BambooHR. You need them in Excel with the right columns — and you need it before Thursday.

The bad version:

• Log into BambooHR, navigate to Reports, run the employee directory report.
• Download the CSV, open it in Excel, discover it has 40 columns including several that are blank for everyone.
• Delete the unwanted columns. Add a tenure calculation formula — realize hire date imported as text and the formula breaks.
• Fix the text-to-date issue. Realize location exported as a code, not a readable name. Need a second export.
• It is Wednesday at 5 PM.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It connects to BambooHR and pulls the exact columns you name — readable locations, formatted dates, no post-export cleanup.

Pull the full BambooHR employee directory into the Excel 'Headcount' sheet with columns: employeeNumber, firstName, lastName, jobTitle, department, location, hireDate, employmentStatus.

SheetXAI calls the BambooHR API, retrieves every active employee, and writes the specified fields into the Headcount worksheet.

What You Get

• One row per active employee in the Headcount worksheet.
• The exact columns you named — human-readable location names, not codes.
• Hire dates in a format Excel can calculate against for tenure formulas.
• No extra columns to clean up before the session.

What If the Data Is Not Quite Ready

You need a tenure band column added

The session needs each employee bucketed as under 1 year, 1-3 years, or over 3 years.

Pull all BambooHR employees into the Headcount sheet with name, department, location, and hire date. Add a TenureBand column: under 1 year, 1 to 3 years, or over 3 years calculated from hire date to today.

You only want specific departments for the CFO model

Pull BambooHR employees in the Engineering, Sales, and Customer Success departments. Write name, job title, department, location, and hire date into the Headcount sheet.

You need each department on its own worksheet

Pull all BambooHR employees and write them into the workbook with one worksheet per department. Name each worksheet after the department. Columns: name, job title, location, hire date.

Full pull with derived columns and cost center lookup

Pull all BambooHR employees with name, email, job title, department, location, and hire date into the Headcount sheet. Add a TenureYears column. Look up each department in the 'CostCenterMap' sheet (column A: department, column B: cost center code) and add a CostCenter column.

The pattern: the data pull, tenure derivation, and lookup join all happen in one instruction.

Try It

Get the 7-day free trial of SheetXAI and open a blank Excel workbook before your next planning session, then ask it to pull the BambooHR directory in the shape you need. You can also pull time-off balances or a saved custom report if the deck needs additional data slices.