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August 2019: Setting up Xero: A few scenarios to consider... (Australia Only)

When setting up the HRA Cloud-Xero integration, please consider which scenario is relevant to your organisation:

A few scenarios...

Using HRA Cloud but not yet Xero - If you are already using HRA Cloud and are in the process of setting up Xero, it is likely that you will need to export your HRA Cloud worker records into Xero.  To do this, you will need to:

  1. Authorise the HRA Cloud-Xero relationship;

  2.  Configure the Branch Integration Keys in HRA Cloud to match the Employee Groups in Xero (if necessary);

  3.  Set up the Authoritative System to be HRA Cloud;

  4.  Select the following options:

      -  Match HRA Cloud "Branches" to Xero "Employment Group" fields;

      -  Allow employee transfers to other branches;

      - Update employees with matching "employee ID numbers" in other branches;

      -  Let the export run (scheduler).

 

Using HRA Cloud but not yet Xero - If you are already using Xero and are in the process of setting up HRA Cloud, it is likely that you will need to import your Xero worker records into HRA Cloud.  To do this, you will need to:

  1. Authorise the HRA Cloud-Xero relationship;

  2. Configure the Branch Integration Keys in HRA Cloud to match the Employee Groups in Xero (if necessary);

  3. Set up the Authoritative System to be Xero;

  4. Select the following options:

    -  Merge employees by "Name" and "Date of Birth" or "Post Code";

    -  Merge candidates by "Name" and "Date of Birth" or "Post Code";

    -  Match HRA Cloud "Branches" to Xero "Employment Group" fields;

    -  Allow employee transfers to other branches;

    -  Update employees with matching "employee ID numbers" in other branches;

    -  Run the import

 

Using both HRA Cloud and Xero - If you are actively using HRA Cloud and Xero, it is likely that you have employee data stored in both accounts.  In this case, you will need to carefully think about what your organisation is trying to do with the integration.  It is suggested that you push data from the system that tends to stores the most up-to-date data. 

 

-  Run an on-demand Import from Xero to push the Payroll data into HRA Cloud, choosing the 3rd option

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  -  Run an on-demand Export to Xero to push all data into Xero, selecting the 3rd option too.

Now that both systems are synchronised, you will need to decide which one will become the "Source of Truth" and configure the connector accordingly as per these instructions.

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