Before you import
Make sure:
Your Xero account is connected to Urhere
All employee records in Xero are up to date
There are no duplicate employees added in Urhere
Import employees from Xero
Go to Settings in Urhere
Open Integrations or Payroll Integrations
Select Xero
Click Import Employees
Choose the employees you want to import
Review and confirm the import
The selected employees will now be created in Urhere.
Match employees in Xero
After importing, you will need to match employees to existing records.
Go to Xero Integration Settings in Urhere
Open Employee Sync or Match Employees
Review the list of imported and existing employees
For each employee if you wish to select the matching record in Xero
Confirm the match
Save your changes
Now your employees will be in sync between Urhere and Xero.
