Sapling’s integration with Xero
Our Xero integration allows the provisioning and continuous sync of employee data
With the Xero integration, Sapling will:
- Create users: When a user completes their Sapling profile, they will automatically be created in Xero.
- Update user attributes: When a user attribute is changed in Sapling, the corresponding user profile in Xero will automatically be updated.
- Deactivate users: When a user is offboarded in Sapling, the corresponding user in Xero will automatically be terminated.
Kallidus to Partner
Direction of data flow
When team member completes preboarding, and when changes are made
A new hire is invited to onboard by a Sapling admin and completes their preboarding
The new hire data is sent to Xero
An admin confirms the new hire’s account is created in Xero
In order to provision the new record in Xero, the following information is required in Sapling: first name, last name, company, email, personal email, start date. If the company email is not present, Sapling will use the personal email for both.