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Introduction Part 1: New Citation HR Software-Xero 2-Way Connector – How does the integration work? (Australia Only)

As a Xero Connected App Partner, Citation HR Software is trusted to exchange information with Xero.

What data is shared between Citation HR Software and Xero?

The Citation HR Software-Xero Connector is a two-way integration between Citation HR Software 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 Citation HR Software and Xero is a 1 to 1 relationship, which means that you can only link one Citation HR Software account with one Xero entity. You cannot link one Citation HR Software account with several Xero entities or several Citation HR Software accounts with one Xero entity.

 

 

The Goal: Keeping employee records up-to-date

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

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

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How is data pulled from Xero into Citation HR Software?

Pulling new and updated data from Xero into Citation HR Software 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 Citation HR Software into Xero?

Pushing new and updated data from Xero into Citation HR Software 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 Citation HR Software-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 Citation HR Software-Xero integration?

 

For more information:

What employee information can be updated and created with the Citation HR Software-Xero 2-Way Connector?

What payroll information can be updated and created with the Citation HR Software-Xero 2-Way Connector?

For other Xero related articles:  Click here.