How to import Employees into Xero with Business Importer


Import Employees into Xero with Business Importer

Follow these simple steps to Import your Employees.

1. Sign in to the Business Importer application and connect it to Xero

Excel Importer into QuickBooks
Import data into Xero

2. Go to Upload file tab and choose an Employee Entity. Then press Next.

import data into Xero

3. Choose your custom Excel file that contains Employees you want to import into Xero or paste the link to Google Sheets, DropBox or Microsoft OneDrive link. If you do not have a file to upload, you can download the template provided by the app and use it filling in with your data.

import Google Sheets into Xero

4. Select the list that contains Employees you want to import into Xero. Then press the Next button.

import Employees into Xero

5. Select company in Xero you want to import Employees. Connect your labels (the columns heading from your spreadsheet) to the Xero labels (fields).

After that go to the bottom of the page, click on Next to see the Preview or press Start import button to continue Import.

Select company in Xero you want to import Employees

6. Congratulations, you have imported your Employees successfully.

Congratulations, you have imported your Employees successfully

Errors during the import of Items into Xero and the ways how to solve them

Here are 6 types of import results:

5 types

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.!/search/Homer+Simpson

Useful tips on how to upload employees with Business Importer

1. Make sure on the mapping you filled in all the required fields (they are marked with red asterisks on the mapping step).
2. See how you can schedule your imports into Xero with Business Importer.
3. Learn how to import Purchase Orders into Xero in an easy way with Business Importer.

Supported Item fields and their description in Xero

Find a simple How-to guide in the left tab menu of Business Importer app. It will assist you to prepare your spreadsheets that contain Employees, Contacts, Items, Categories, Bills, Purchase Orders, Invoices, Bank Transfers, Bank Transactions, Manual Journals etc. 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.
Status Status Current status of an employee. Valid values: ACTIVE or ARCHIVED. Message with Object Field Status and name null not found

Remember: if you have any questions you can address them to us. We’ll be glad to help you!
Just leave us a message filling out our contact form or use the phone/email mentioned in the footer of every page.


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