Syncing Employees To Xero

Follow this guide to sync your employees from Canyou to Xero.

Before starting ensure that you have connected your Xero organisation (learn how to do that here).

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1. From the Users menu click on the employee to sync to Xero.

2. Click the Sync Xero Employee button.

3. Review the parts of the profile to Sync to Xero. To sync each part of the profile the employee must have completed the respective workflow task. You can learn more about the different task types here

4. Choose whether to create a new employee or update the details of an existing employee.

5. Click the Sync button to synchronise the employee to Xero. You should see a message to say Sync Successful.

Great job you have now synchronised an employee to Xero 🎉