Integrations

Xero Integration Guide

Introduction

Xero's online accounting software helps small businesses save time and grow.

The Sapling<>Xero integration has three parts:

  1. Sapling can Create new employees in Xero
  2. Sapling can Push and Pull changes in employee fields in Xero
  3. Sapling can sync data from Xero

Step #1 - A New Hire is invited to onboard by a Sapling Admin


Sapling requires the collection of certain information to provision new accounts in Namely. On a new hire record, new employees will be required to complete their First Name, Last Name, Company Email, Personal Email and Start date.

If the company email is not present, Sapling will use the personal email for both. 

Step #2 - New Hire receives Onboarding Invitation

Step #3 - New Hire completes Preboarding (employee record and paperwork)

Photo
First Name
Middle Name
Last Name
Date of Birth
Address
Start Date
Title
personal email
Gender
Phone
Mobile Phone
Job Title
Employee Status
Status
Tax File Number (TFN)
PayTemplate
Hours per Week
Annual Salary
Termination Date
Residency Status


Step #4 - New Hire data is sent to Xero


What fields are sync’d?

The set-up requirements are defining:

  1. Organization ID
  2. Payroll Calendar
  3. Employee Group
  4. Holiday Group
  5. PayTemplate

The Fields that Sapling can sync are:

  1. Photo
  2. First Name
  3. Middle Name
  4. Last Name
  5. Date of Birth
  6. Address
  7. Start Date
  8. Title
  9. personal email
  10. Gender
  11. Phone
  12. Mobile Phone
  13. Job Title
  14. Employee Status
  15. Status
  16. Tax File Number (TFN)
  17. PayTemplate
  18. Hours per Week
  19. Annual Salary
  20. Termination Date
  21. Residency Status

You can view the full field map here.

How to set-up the integration?

As an admin, navigate to Integrations in your settings, click the Xero integration and follow the prompts.

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

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