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Sapling’s Xero integration allows the provisioning and continuous sync of employee data between Sapling and Xero

About Xero

Xero is world-leading online accounting software built for small business.

  1. Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  2. Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere
  3. Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  4. Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

About Sapling

Sapling is a People Operations platform that manages everything from onboarding to offboarding, and is the partner of choice for People leaders who prioritize maximizing employee experience and team success.

  1. Improve your employee experience. Analyze your people programs with complete visibility.
  2. Run repeatable processes. Streamline your processes with auto-assigned workflows, email scheduling and alerts.
  3. Turn products on & off. Experiment new processes for different team and locations with modular products.
  4. Support your managers. Automatically inform managers about important team milestones
  5. Highlight your culture. Add your branding, values and milestones so they stay top of mind for employees.
  6. Oversee custom dashboards. Track onboarding, promotion or offboarding cohorts with ease.

Integration Details

With the Xero integration, Sapling will:

  • Create Users: When a user completes their Sapling profile, they will automatically be created in Xero.
  • Update User Attributes: When a user attribute is changed in Sapling, the corresponding user profile in Xero will automatically be updated.
  • Deactivate Users: When a user is offboarded in Sapling, the corresponding user in Xero will automatically be terminated.

Learn how to set up the Sapling to Xero Integration here.

Sign Up Today to Try Xero for Free

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Integration Type

One-way

Direction of Data Flow

Sapling to Partner

Sync Trigger

When team member completes preboarding, and when changes are made

Sync Frequency

Immediate

What is this integration?

1
A New Hire is invited to onboard by a Sapling Admin and completes their preboarding
2
The New Hire data is sent to Xero
3
An Admin confirms the New Hire's account is created in Xero
In order to provision the new record in Xero, the following information is required in Sapling: First Name, Last Name, Company, Email, Personal Email, Start Date. If the company email is not present, Sapling will use the personal email for both.
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