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Xero Integration Step by Step

What does the Xero integration do? 

Appogee HR
Appogee Leave
  • Synchronise employee profiles to and from Xero and Appogee HR - for details on which fields, take a look at the following article: Field Synchronisation
  • Import users from Xero to Appogee HR and vice versa
  • Import users from Xero to Appogee HR and vice versa
  • Sync approved Leave requests
  • Cancelled and rejected requests will not be synced, as this functionality is currently not available within the XERO API

Xero Payroll can be integrated with Appogee HR and Appogee Leave using the Xero Payroll API.  Note that this is available in the US, UK, New Zealand, and Australia. 

Go to System Config > Xero.

Click Connect to Xero.

A new window will open where you will be invited to sign into your account. 

Fill out the details and click login, you'll then need to click Allow Access to initiate the integration.

You'll be directed back to the Integration Settings screen, where you can Configure which Fields you would like to synchronise with. You can choose which Sync Type you would like to initiate - pull from Xero, Push from HR or both. 

Make sure you're happy with all the information and click Save & Continue.

The next step is to link your Leave Types in Appogee HR to your Leave Types in Xero. When you're happy with this set up, click Save & Continue.

The system will now attempt to match users in Appogee HR with users in Xero. If both systems already have the same set of users you will see that the Employee has been matched, you may need to Setup Sync if the data is slightly different. 

Click Setup Sync, a dialog box will open where you will be prompted to select the preferred data entry. Any items with a question mark will need addressing, once correct, click Confirm Employee Sync. Once this is complete, the employee entry will turn green. 

If the employee cannot be found, but they are in Xero, you may need to complete a manual search for them. Click Find Employee in Xero and a dialog box will open. If the employee still cannot be found, you may need to create the Employee. 

Click the Create Xero Employee button and fill in the details and click Create Xero Employee. 

Once you are happy with the information, click Save & Continue. 

The integration will be complete and you will be able to make any changes to your integration from the tabs in this screen. 

Use the options sections on the Employee Sync and Request Sync tabs to change your settings. 

Double check your Request Sync settings to make sure they are in line with your Payroll set up. 

NOTE: If you've added an Employee from Appogee HR into Xero, you'll need to go into Xero and finalise any payment settings there. The HR data will have transferred, but the employee set up is not complete in Xero without the administering of some fields. It will not be possible for the employee to submit Leave until this has been completed.

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