Xero: Understanding the Data Flows

One of the easiest ways of streamlining your HR is having systems in place that speak to each other! You can read all about how to set up the Integration with Xero Payroll, but once you're set up and ready to go, there are a couple of things you need to know.

There are certain fields within an Employee Record that integrate with Xero, as well as Time Off and Leave Balances and Timesheets.

Note

We integrate with Xero Payroll only. If you use Xero for Accounting but not for Payroll, integrating with HR Partner is not possible.

Important

The integration is primarily a one-way feed, where Xero is treated as the "source of truth". This means that your employees originate from Xero and will be pushed through to HR Partner. Changes made to any of the fields that are part of the integration need to be made in Xero; if they are made in HR Partner they will be overridden by Xero on the next refresh

Which Fields Integrate with Xero?

Something customers often want to know is which fields integrate with Xero. It is important to point out that these differ in accordance with your location due to differences in the Xero API feed:

Australia

First Name
Last Name
Middle Name (optional)
Title
Gender (M, F or Non-binary)
Address (Line 1, Line 2, City, Region, Postcode, Country)
Date of Birth
Start Date
Termination Date
Current Job Title
Mobile Number
Email Address
Twitter Handle
Employment Type

New Zealand

First Name
Last Name
Gender (M, F)
Address (Line 1, Line 2, City, Suburb, Postcode, Country)
Date of Birth
Start Date
Termination Date
Current Job Title
Phone Number
Email Address
Employment Type

UK

First Name
Last Name
Gender (M, F)
Address (Line 1, Line 2, City, County, Postcode)
Date of Birth
Start Date
Termination Date
Phone Number
Email Address

For these fields, you should make any changes in Xero and then they will flow through into HR Partner.