Xero Integration Settings

The Xero Integration with Staffroom can be turned on and configured via the Finance > Xero > Xero Integration Settings page in Staffroom. This page has various settings that control what data is sent to Xero.

Enable Xero Integration

Turning the Xero integration on requires setting the integration to ‘enabled’ using the enablement drop down selector and then authorising Staffroom to access your Xero account:

When you click the ‘authorise access to your Xero account’ button you will be presented with a Xero authorisation page similar to the one displayed below:

NB: a Xero user that completes the Xero authorisation step should have permissions that at least allow all of the actions that are described on the authorisation page (see above).

Xero Contacts

Staffroom accounts can be sent to Xero to create Xero Contacts. The following settings can be used to control the automatic actions that Staffroom takes when creating and updating Xero Contacts.

• Staffroom can identify Xero Contacts that correspond to Staffroom accounts via the account number or email address and this can be selected using the field below:

• The fields on each Xero Contact can be populated with data from Staffroom and a mapping can be selected for each field available using the mapping fields below:

• The automatic actions that Staffroom will carry out can be controlled using the options below. The following automatic actions are available:
  • Automatic creation of contacts in Xero
  • Automatic archiving of contacts in Xero
  • Automatic updates to contacts in Xero
  • Inclusion of secondary contacts (non account holders from Staffroom families)

Xero Contact Groups

• In addition to Xero contacts, it is also possible to create Xero contact groups using Staffroom group information. Xero Contact Groups can be created for all types of Staffroom groups, including:
  • Infobase Grades (for selected years)
  • Infobase Classes (for selected years)
  • Assessment Groups (for selected categories)
  • Infobase Groups

Need More Help?

NB: Configuration of Xero integration with your Staffroom site is a moderately technical activity. If you have questions or need more help setting up the integration please contact Staffroom Support for more information.