Xero Integration: The different options for setting up the integration (AU)

When setting up the Citation HR Software-Xero integration, please consider which scenario is relevant to your organisation:

A few scenarios...

Using Citation HR Software but not yet Xero - If you are already using Citation HR Software and are in the process of setting up Xero, it is likely that you will need to export your Citation HR Software worker records into Xero.  To do this, you will need to:

1. Authorise the Citation HR Software-Xero relationship;

2.  Configure the Branch Integration Keys in Citation HR Software to match the Employee Groups in Xero (if necessary);

3.  Set up the Authoritative System to be Citation HR Software;

4.  Select the following options:

     -  Match Citation HR Software "Branches" to Xero "Employment Group" fields;

     -  Allow employee transfers to other branches;
   
     - Update employees with matching "employee ID numbers" in other branches;

     -  Let the export run (scheduler).

Using Citation HR Software but not yet Xero - If you are already using Xero and are in the process of setting up Citation HR Software, it is likely that you will need to import your Xero worker records into Citation HR Software.  To do this, you will need to:

1. Authorise the Citation HR Software-Xero relationship;
   
   
2. Configure the Branch Integration Keys in Citation HR Software to match the Employee Groups in Xero (if necessary);
   
   
3. Set up the Authoritative System to be Xero;
   
   
4. Select the following options:
   
   -  Merge employees by "Name" and "Date of Birth" or "Post Code";
   
   -  Merge candidates by "Name" and "Date of Birth" or "Post Code";
   
   -  Match Citation HR Software "Branches" to Xero "Employment Group" fields;
   
   -  Allow employee transfers to other branches;
   
   -  Update employees with matching "employee ID numbers" in other branches;
   
   -  Run the import

Using both Citation HR Software and Xero - If you are actively using Citation HR Software and Xero, it is likely that you have employee data stored in both accounts.  In this case, you will need to carefully think about what your organisation is trying to do with the integration.  It is suggested that you push data from the system that tends to stores the most up-to-date data. 

-  Run an on-demand Import from Xero to push the Payroll data into Citation HR Software, choosing the 3rd option

  -  Run an on-demand Export to Xero to push all data into Xero, selecting the 3rd option too.

Now that both systems are synchronised, you will need to decide which one will become the "Source of Truth" and configure the connector accordingly as per these instructions.