Frequently Asked Questions (FAQs) for Xero Integration with Herd
- How do I connect to Xero?
- How do I disconnect from Xero?
- When and how does data sync with Xero occur?
- What is the purpose for mapping Herd items to Xero?
- What is not covered in Herd’s integration with Xero?
1. How do I connect to Xero?
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2. How do I disconnect from Xero?
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3. When and how does data sync with Xero occur?
Data syncing with Xero occurs via two methods. Each method serves a distinct purpose.
Method 1 - Automatic Data Sync
Occurs in the background to check for updated information from Xero. Updated information in terms of changes to Chart of Accounts, Contacts, connection status, etc.
Method 2 – Manual Data Sync
It is triggered whenever a request to transfer payroll payment information is submitted from Herd to Xero via the Generate Bill Module.
4. What is the purpose for mapping Herd items to Xero?
Mapping ensures that the transfer of payroll information from Herd to Xero is seamless and minimizes any manual/human adjustments that might be inefficient or prone to errors.
5. What is not covered in Herd’s integration with Xero?
Herd’s integration with Xero only encompasses purposes related to preparing and transferring payroll payments. We do not integrate with Xero for any other purposes.