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August 2019: New HRA Cloud-Xero 2-Way Connector – How does the integration work? (Australia Only)

As a Xero Connected App Partner, HRA Cloud is trusted to exchange information with Xero.

What data is shared between HRA Cloud and Xero?

The HRA Cloud-Xero Connector is a two-way integration between HRA Cloud and Xero which allows for the transfer of employee information, bank accounts, superannuation accounts, tax details and leave balances between the two systems.

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 How many accounts can be integrated?

The integration between HRA Cloud and Xero is a 1 to 1 relationship, which means that you can only link one HRA Cloud account with one Xero entity. You cannot link one HRA Cloud account with several Xero entities or several HRA Cloud accounts with one Xero entity.

 

 

The Goal: Keeping employee records up-to-date

The primary goal of the HRA Cloud-Xero Connector is to avoid duplication of data entry tasks when creating and updating employees in HRA Cloud and Xero. This means that:

  1. Employee records that are manually updated or created in HRA Cloud will automatically be updated or created in Xero;
  2. Employee records that are manually updated or created in Xero will automatically be updated or created in HRA Cloud;
  3. Employee records that are manually updated in HRA Cloud’s Employee Self Service (eSS) portal, will be automatically updated in Xero. 

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How is data pulled from Xero into HRA Cloud?

Pulling new and updated data from Xero into HRA Cloud is done either manually via the User Interface or automatically via a scheduler that runs every 3 hours. You have the option to activate the import scheduler if required.

 

How is data pushed from HRA Cloud into Xero?

Pushing new and updated data from Xero into HRA Cloud is done automatically via a scheduler every 3 hours. You have the option to activate the export scheduler if required.

 

How do I set up the HRA Cloud-Xero integration?

You will need to work through the steps set out in this article:  How can I set-up and configure the 2-Way HRA Cloud-Xero integration?

 

For more information:

What employee information can be updated and created with the HRA Cloud-Xero 2-Way Connector?

What payroll information can be updated and created with the HRA Cloud-Xero 2-Way Connector?

For other Xero related articles:  Click here.

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