This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed here, please write to us at firstname.lastname@example.org
About the simPRO to Xero Payroll integration
How often does the sync run?
The integration is designed to allow you to manually fetch and send all employee timesheets from simPRO as required. You will be able to fetch timesheets per each Xero pay period. This is based on your payroll settings in Xero (weekly, fortnightly etc).
How long does it take to transfer my employees, pay calendars, Xero tracking categories and simPRO Activities across?
When you set up the integration you will select the Refresh App Data menu and then select the Sync All Data button. This will fetch the following data from simPRO and Xero:
- Xero Payroll Calendar.
- Xero Tracking Categories.
- Xero Employee list.
- Xero Pay items.
- simPRO Employee list.
- simPRO Activities.
Complete this action each time you require new employees, simPRO activities or any of the above data to be refreshed/changed based on changes made within simPRO or Xero.
What triggers the files being transferred?
There are no files transferred in this integration. You will need to login to SyncEzy and fetch and send all employee timesheets from simPRO as required each Xero pay period. Once you fetch the timesheets from simPRO, you can send to Xero by selecting all and choosing the Send Timesheets to Xero button (within the Manage Timesheets menu).
Is there a size limit on the images that transfer across?
At the moment the integration is not capable of syncing file attachments from simPRO to Xero.
If I update information in Xero Payroll, does it sync back into simPRO?
At this stage, the integration is a one-way sync only (simPRO to Xero Payroll).
Where do I go to check the settings and billing details on my Xero Payroll integration?
You can view your settings/configurations and billing details by logging in to the SyncEzy integration portal - integrations.syncezy.com
Select the Plan Details menu to view your plan interval and cost. All other menus will relate to settings, use and management of the integration itself.
Can I change the Xero Payroll account?
Yes, login to your SyncEzy account at integrations.syncezy.com
Go to My Integrations, select the Details button next to the integration you’d like to edit and select “Reset Credentials” from the left menu. This will reset your credentials on both sides and you can reconnect the simPRO and Xero Payroll to a different account.
Can I customise what is sent over from simPRO to Xero Payroll?
At this stage you can’t customise what is sent over to Xero. When you fetch timesheets for employees into the SyncEzy integration portal to send to Xero, we fetch the following timesheets from the employee’s simPRO schedule:
- Quote timesheets
- Job timesheets
- All activities including time off/leave
How can I remove a paired employee from the integration who has been terminated?
If you would like to remove a paired employee that has been terminated, then you need to terminate the employee in Xero and then refresh the app data in the integration by clicking on the tab Refresh APP Data > Sync All Data :
Once you have refreshed the data it will look for the latest changes and will remove the paired employee from the integration completely.
Please note that the employee will only be removed from the integration while they are an active employee in your simPRO account. You can delete or archive the employee in simPRO according to your needs.
To revert the changes you can undo the termination in Xero and click the Refresh APP Data menu > Sync All Data button again.
Removing unpaired employee?
If the employee is not paired, you can simply archive/delete them from your simPRO and Xero account and then click the Refresh APP Data menu > Sync All Data
button to see the changes.
How can I remove an employee from the Xero side only in the integration?
Please note that if your intention is to retain the employee's active account within simPRO (which will also keep them within the simPRO side of the integration), but remove them solely from Xero, it is essential to unpair them from the "Employee Pairing menu > select Remove Employee Pairing from the dropdown menu". Subsequently, you can proceed with the termination of the employee in Xero. Then go through the refresh app data process again and you will see that the employee will be removed from Xero while still being available in the Manage Timesheets menu > Fetch Timesheets from simPRO dropdown menu:
How can I remove an employee from the simPRO side only in the integration?
Once an employee has been archived or deleted in simPRO, they will automatically be removed from the integration (click Refresh APP Data menu > Sync All Data). Consequently, you will no longer be able to access timesheet information for that employee through the integration. If the employee was previously paired, they will also be unlinked from the simPRO side in the integration. However, please note that if the employee has not been terminated or removed from Xero, they will still appear on the Xero side in the integration.
Have a support question?
We offer three support channels:
Phone - #1 for Support
AUS: +61 2 9136 9448
NZ: +64 9 303 2999
UK: +44 203 670 1109
US: +1 720 500 9302
Have you done this before and what about the security of data?
Yes, we have. We have been building integrations for the last eight years with over 50 integrations built across various software systems. All of our communication between software systems is fully encrypted.