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Introduction Part 2: What employee information can be updated and created with the Citation HR Software-Xero 2-Way Connector? (Australia Only)

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.

With the rollout of the Citation HR Software-Xero Connector, there is added ability to update a larger range of employee information both from Citation HR Software to Xero and Xero to Citation HR Software.

Below is a list of employee information that is shared between Xero and Citation HR Software.  Either system is able to update this information. 

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Notes:  

  1. For the “Termination Date” to be imported into Citation HR Software, it is important that the Xero record is “saved” after setting the “Termination Date”.  Please refer to this article for more information:  How do I manage termination dates with the Citation HR Software-Xero 2-Way Connector?
  2. If you want to match EnableHR branches with Xero Employee Group Names, you need to configure them before running the integration (importing or exporting) for the first time. Please refer to this article for more information:  How can I import employees from Xero?
  3. If the employee record becomes a status other than "Current" in Citation HR Software, they are no longer synced to Xero. They will remain in Xero as "Active" but will no longer be updated by Citation HR Software.