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How to Import Staff from Xero to RosterElf

This article explains how to import staff from your Xero account into RosterElf. By following these steps, you can seamlessly transfer your staff details, ensuring accurate and up-to-date information in RosterElf. Before starting, ensure that your Xero account is connected to RosterElf. This integration helps simplify your staff management process by allowing quick imports directly from Xero. The article outlines the prerequisites and steps required for a successful import.

1. Prerequisites for Xero Staff Import

Before you can import staff from Xero, ensure your Xero account is properly connected to RosterElf. This section explains how to check and set up this connection, making sure the process runs smoothly.

Connecting your Xero account to RosterElf is a necessary step before importing staff. This setup allows RosterElf to access your Xero data, enabling the import process. If Xero is not connected, the import button will not be visible. Follow the steps below to confirm the connection.

1.1 Verify Xero Connection

1.1.1 Go to the Settings tab in RosterElf.

1.1.2 Navigate to the Payroll tab.

1.1.3 Confirm that Xero is connected. If not, follow the prompts to connect Xero.

2. Importing Staff from Xero

Once Xero is connected, you can proceed with importing staff. This section provides a step-by-step guide on using the import function in RosterElf.

Importing staff from Xero is simple and efficient. This process allows you to select which staff to bring into RosterElf and ensures that all relevant details are correctly added.

For New Zealand Xero customers, please ensure that an email address is included for each staff member in Xero before starting the import. If an email address is missing from a staff profile, that staff member cannot be linked or imported. Follow the steps below to complete the import.

2.1 Start the Import Process

2.1.1 Click on the Staff tab in RosterElf.

2.1.2 Locate the blue Xero Import button in the bottom right corner.

2.1.3 If this button is not visible, double-check that your Xero account is connected from the Payroll tab.

2.2 Select Staff to Import

2.2.1 A popup will display the list of staff from your Xero account.

2.2.2 Uncheck the tick box beside any staff members you do not wish to import.

2.2.3 Ensure that each staff member has an email address listed. If not, you will need to add their email address to their staff card in RosterElf after the import.

2.3 Confirm the Import

2.3.1 Click Import once you have selected the desired staff.

2.3.2 A confirmation message will appear, indicating the successful import of your staff members.

Frequently Asked Questions About Importing Staff from Xero

1. How do I connect my Xero account to RosterElf?

To connect Xero to RosterElf, navigate to the Settings tab, then select the Payroll tab. Check if Xero is connected. If not, follow the prompts to complete the connection. This step is essential for importing staff from Xero.

2. Why can't I see the Xero import button in RosterElf?

The Xero import button only appears if your Xero account is connected to RosterElf. Go to the Settings Payroll tab to verify the connection. If Xero is not connected, the import option won't be available.

3. What should I do if a staff member doesn't have an email address in Xero?

If a staff member is missing an email address, you can still import them, but you'll need to add their email address manually to their staff card in RosterElf after the import is complete.

4. How do I select specific staff members to import from Xero?

After clicking the Xero import button in the Staff tab, a popup will display the list of staff from Xero. Untick the box next to any staff members you don't want to import, and then click Import.

5. What happens after I click the import button in RosterElf?

After selecting the desired staff and clicking the Import button, a confirmation message will appear, indicating the successful import of the selected staff members from Xero to RosterElf.

6. Why can't I import a New Zealand staff member from Xero into RosterElf?

For New Zealand Xero customers, each staff member must have an email address included in their Xero profile for them to be imported into RosterElf. If an email is missing, please add it to the staff profile in Xero before attempting the import again.