How to Connect and Disconnect the Xero Integration

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The intelliHR integration with Xero is designed for businesses that want a configurable, automated, headache-free onboarding process for both employees and HR managers that is accurate and reliable.  The integration will help remove the sending, returning and scanning of tax file and superannuation forms; instead provided these to employees securely online and providing that information direct to Xero.

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This article covers:

• How to Connect the Xero Integration
• How to Disconnect the Xero Integration

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How to Connect the Xero Integration

Note: You will require System Administrator Access to intelliHR and your Xero Administrator login details to complete set-up.

1. Navigate to Settings >> Integrations

2. Click on the Xero (Australia) tile

3. Click Connect to Xero

4. Enter the Payroll Email Address that you would like to receive notifications from Xero.

You will be taken to the Xero login page to authenticate your credentials.

4. Log in to Xero.

5. You will be presented with the following message:

6. Select Allow access.

You will be returned to the intelliHR platform to confirm the Xero settings i.e. the Payroll Email Address and the Date after which employees will be able to fill in their payroll form.

Note: By default, this date will reflect the date you set up the integration, and you will most likely want to leave it as that as your previously hired employees will already have an employee account in Xero. If you decide to change the Xero account that your intelliHR integrated with you will need to make sure the payroll date is not prior to the creation of your new Xero account as the verification of your Xero account will fail due to its creation after the payroll date entered).

7. Select Save Configuration.

The integration area in Settings will now appear with the label Connected.

Tip:  You can return to the Xero integration settings at any point to amend the Payroll Email Address and Date.

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How to Disconnect the Xero Integration

1. Navigate to Settings >> Integrations

2. Click on the Xero (Australia) tile

3. Click Disconnect from Xero

Note:  If you wish to reconnect the Xero integration at any point you can follow the steps in the original set up guide here.  You will not be asked for you Payroll Email Address again as the system will remember this for you, although you will be able to amend it once reconnected.