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Xero Integration: Import Employees from Xero to Citation HR (AU)

You can choose to import your employees from Xero into Citation HR Software, without setting up an on-going integration. 

If you also want to utilise an ongoing integration, you will need to configure the setup for your integration after importing your employees into Citation HR Software. 

When importing your employees from Xero into Citation HR, you have two options:

1.  Import and map your employees into a branch structure (separate locations, departments and/or teams) within Citation HR Software

2.  Import your employees into a single branch within Citation HR Software

 

Import employees into a branch structure (mapped) within Citation HR Software

1.  Prepare your branch structure and employee groups by completing the steps in Setting up and mapping Branches in Citation HR Software to Employee Groups in Xero?

2.  Follow the steps below to complete the import.

 

Import employees into a single (unmapped) branch in Citation HR Software

1.  Navigate to "Actions" then click "Integrations" within your Citation HR Software application. From here click on the "Xero" option. 

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2.  Enter your "Xero" log in credentials and then select "Login".

 



3.  If you have more than one account setup in Xero, select the applicable account and then select "Authorise".



4.  You should see a message quickly display on the screen confirming that the authorisation has been successful.


 

5.  Confirm what options you want to activate, then select what type of import you want to run and click on "Proceed to Import".

  • As per the "Authoritative System" (see here)
  • All new or updated records from Xero since the last import, regardless of the Authoritative System
  • All new or updated records from Xero, regardless of the Authoritative System

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6.  Finally, you will see the status page which confirm that the import has been successful.  You will now find the employees under the Employees tab in Citation HR Software.

 

 

 

 

 8.  Finally, you will see the status page which confirm that the import has been successful.  You will now find the employees under the Employees tab in Citation HR Software.

 

 

 

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