Xero's online accounting software helps small businesses save time and grow.
The Sapling<>Xero integration has three parts:
- Sapling can Create new employees in Xero
- Sapling can Push and Pull changes in employee fields in Xero
- Sapling can sync data from Xero
Step #1 - A New Hire is invited to onboard by a Sapling Admin
Sapling requires the collection of certain information to provision new accounts in Xero. 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.
Step #2 - New Hire receives Onboarding Invitation
Step #3 - New Hire completes Preboarding (employee record and paperwork)
Date of Birth
Tax File Number (TFN)
Hours per Week
Step #4 - New Hire data is sent to Xero
What fields are sync’d?
The set-up requirements are defining:
- Organization ID
- Payroll Calendar
- Employee Group
- Holiday Group
The Fields that Sapling can sync are:
- First Name
- Middle Name
- Last Name
- Date of Birth
- Start Date
- personal email
- Mobile Phone
- Job Title
- Employee Status
- Tax File Number (TFN)
- Hours per Week
- Annual Salary
- Termination Date
- Residency Status
- Approved Time Off
You can view the full field map here.
How to set-up the integration?
As a Sapling admin, navigate to Integrations in your settings. Turn on the switch for Xero to answer a few prompts before you're all set!
How to push approved Paid Time Off to Xero
If you're using Sapling's Time Off module, we can push approved leave into Xero to help keep your payroll up to date.
This feature is auto-enabled when you turn on the Xero integration itself. We'll create links between your Sapling and Xero policies for sharing approved time off requests.
- If you have time off policies already built in Sapling, we'll create those same policies in Xero once the integration is enabled
- As you create new policies in Sapling, we'll automatically create each new policy in Xero using the name from Sapling
As you create your Sapling Time Off policies, you'll want to review two additional fields available when the Xero integration is enabled:
Is this a paid leave?
Display balances on pay slips?
On the Basic Policy Info step, make sure the
Is this a paid leave? field is set to yes or no (per your policy).
On the Time Off Balances step, make sure the
Display balances on pay slips? field is set to yes or no (per your policy).
As time off requests are approved, they'll be automatically synced to Xero, ready for your next payrun.