Xero's online accounting software helps small businesses save time and grow.
The Sapling<>Xero integration has three parts:
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.
Date of Birth
Tax File Number (TFN)
Hours per Week
The set-up requirements are defining:
The Fields that Sapling can sync are:
You can view the full field map here.
As an admin, navigate to Integrations in your settings, click the Xero integration and follow the prompts.