Import Employees into Xero fast and easy, using Business Importer.
How to import Employees into Xero with Business Importer in 5 simple steps
To import Employees into Xero, please, follow 5 simple steps:
1. Sign in to Business Importer and connect it to Xero.
To connect Business Importer and Xero go to:
Accounts – Add company – Xero
2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.
3. Choose the list in your Excel, which contains Employees you want to import into Xero. Click on the Next button.
4. Select Company (you want to import to) and Entity (Employees), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.
*Xero labels – Xero fields in Employees that are required to be filled in.
**Your labels – your spreadsheet columns containing all information on Employees you want to import into Xero.
5. Review* if the information is entered correctly and click on the Next button.
*Correct data if necessary – on this stage you can manually change data in the columns you are going to import into Xero.
Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.
Check out your Employees import into Xero result in your e-mail or in the Scheduled imports tab.
Or check out the results at your Xero account.
How-to Guide – How to import Employees into Xero
Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Employees, Purchase Orders, Invoices, Bills, Manual Journals, Bank Transactions, Receipts, Credit Notes, etc. you want to import into Xero.
|Xero Field||Business Importer Name||Description||Example|
|First Name||First Name||First name of an employee (max length = 255)||Travis|
|Last Name||Last Name||Last name of an employee (max length = 255)||Waldron|
|External Link||External Link||Link to an external resource, for example, an employee record in an external system.||http://cloudbusinessltd.com/|
|Status||Status||Current status of an employee. Valid values: ACTIVE or ARCHIVED.||Message with Object Field Status and name null not found|
Check out the Employees’ import results
There are 5 types of import results.
Errors in the Employees import into Xero
The most common errors and the ways to solve them.
There are 4 the most common errors made by our clients when they import Employees into Xero. To prevent this happening, we have reviewed all of them and given solutions below.
|Problem||Error occurs||Solution||Correct example|
|This Employee already exists.||An Employee with that name already exists. Please enter a different Name.||Please, check out at your Xero account if the employee with this name already exists. Or provide another name.|
|No Last Name field provided.||Required field LastName is NULL||Please, provide Last Name of the employee. The employee LastName field must be specified.||McDonald|
|No First Name field provided.||Required field FirstName is NULL||Please, provide First Name of the employee. The employee FirstName field must be specified.||Gordon|
|The External Link is not valid.||The ExternalLink Url is not valid.||Please, provide a valid external link of the employee.||http://twitter.com/#!/search/Homer+Simpson|