Introduction:
The XERO integration is designed to link your Sense HR and XERO payroll. Once you have the integration in place you will see details update automatically on XERO when changed in the sense HR system. You can also easily feed over new employees to XERO.
Step 1.
Create a custom app in Xero, please use the link below:
(Please note there is a charge on Xero’s side for this app)
Step 2.
Ensure both of the below permissions are selected when setting the scope of the app:
payroll.employees
payroll.employees.read
Step 3.
Once created you will need to provide our support team with the Client ID and Secret. These must be sent over securely using Cloud files, a secure link will be provided from support. (Please use the chat bubble bottom right to contact support)
Xero notes:
Fields used for mapping and identifying an existing employee between Sense and Xero:
First name
Last name
Date of birth
Start date
*All of the above must match exactly in both Sense and Xero*
Below are the list of mandatory fields that are required to be populated in Sense in order to both sync changes to an existing employee in Xero and Create new ones from Sense:
Title
First name
Last name
Date of birth
Start date
Gender
Address line 1
Town
Postcode
(This list of fields is the full list of fields we update in Xero at current)
Xero Sync - Button
This will need to be pressed for all employees that already exist in Xero, this is in order to sync their Xero Id to their Sense employee record
Xero - Create Employee
Used to create a new starter that doesn’t exist in Xero, this will also sync the employees Sense record with Xero for any future updates.