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Step 1: How do I authorise the Xero & Citation HR Software relationship and map branches between systems? (Australia Only)

 

Citation HR Software is a Xero Connected App partner.  This means Citation HR Software is ready and trusted to receive information from Xero.

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The Citation HR Software-XERO integration can import employees that exist in Xero into Citation HR Software. They can also be mapped to a specific branch in Citation HR Software if the correct integration mapping has been set up in both Xero and Citation HR Software before the import.

Firstly, you'll need to identify the structure within your Xero and Citation HR Software accounts to determine which steps to follow:

 

 Consideration

If yes

If no

Do you need to structure your Citation HR Software account with several branches? (Whether it is separate locations, departments and/or teams)

Use Steps B

Use Steps A

Does your Citation HR Software account not require branch set up and you're happy to have all the employee records imported in one branch?

Use Steps A

Use Steps B

   

Steps A - Importing employees all into one branch

 
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.

 

 

 

Steps B - Import employees directly into their respective Citation HR Software branches

1.  Firstly, you can setup all employees in Xero by going to the "Payroll" tab and then selecting the "Employees" tab.


2.  You will need to ensure that each employee has an "Employee Group" assigned.  If you do not have any "Employee Groups" set up, please follow these instructions.

 

 

 
3.  You will also need to ensure that each employee within has a "branch" assigned.  If you do not have any "branches" set up, please follow these instructions.  Please ensure that you input an "Integration (API) Key" for each branch.

 

4.  There must be exactly the same value in both the Citation HR Software "branch" and the Xero "Employee Group" in order for the integration to work (the fields are case and space sensitive).

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5.  When you are ready to import the employees into Citation HR Software, please navigate to "Actions" then click "Integrations".  You will then need to click on the "Xero" button. 

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

 

 

 

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

 
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.

 

 


9.  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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10.  
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.

 

 

 

 Other Xero related articles:  Click here