How to import Employees into Xero, using Business Importer

employees

Import Employees into 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:

AccountsAdd companyXero

import employees into Xero

2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

import employees into Xero: upload the Excel

3. Choose the list in your Excel, which contains Employees you want to import into Xero. Click on the Next button.

import employees into Xero: choose a list

4. Select Company (you want to import to) and Entity (Employees), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.

import employees into Xero: create mapping

*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.

import employees into Xero: preview your import

*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.

import transactions into Xero - result

Check out your Employees import into Xero result in your e-mail or in the Scheduled imports tab.

import employees into Xero: employees import result

Or check out the results  at your Xero account.

import employees into Xero: xero result

 

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.

import employees into Xero: how-to guide

 

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.

 import Invoices into QuickBooks Online

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

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-3644 or write to support@cloudbusinessltd.com.

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