Set up Xero API

• Select ARM Pro > Administration > API Settings
• Open ‘Third party software’
• Select ‘Add third party software’
• Select ‘Xero’
• Enter ‘Account name’
• Select ‘Confirm’

WARNING: Note that removing any third party software link will remove its associated organisation links and all associated mappings. The removal is permanent and cannot be reversed.

Establish organisation link with Xero account

• Open ‘Organisation links’
• Select ‘Add organisation link’
• Select the relevant ‘Account name’
• Search for + select the relevant ‘Organisation’
• Select ‘Yes’ for ‘Include payroll’ + ‘None’ for all other options

NB: To begin the process it is best not to import/export data at this stage. This step is only about establishing an electronic connection

• Log in to Xero when prompted

• If you only have one Xero organisation:
  • Select ‘Allow access’
• If you have more than one Xero organisation:
  • Select the organisation from the drop-down menu, and select ‘Allow access’

Confirm existing organisation link

• Select ARM Pro > Administration > API Settings
• Open ‘Pay rates’
• Select the relevant account from the ‘–Select account –‘ drop-down menu
• The ‘Select pay rate type’ drop-down menu should contain the pay rates from the payrolls in your Xero account

Re-establish organisation link

If a Xero account has already been connected to MYP, but has lost it’s organisation link:

• If you only have one Xero organisation:
  • Remove the existing link then re-add the link
  • Complete set-up outlined in ‘Establish Organisation Links’

• If you have more than one Xero organisation:
  • Remove the existing link(s) then re-add the link(s)
  • Complete set-up outlined in ‘Establish Organisation Links’
  • Previously linked organisations will be greyed out from the drop-down menu, if an organisation is greyed out, select ‘Continue with X organisation(s)’

• You will be redirected back to MYP where the greyed out Xero organisation can be selected from a drop-down menu

• Select ‘CONFIRM’

NB: Please leave the ‘Third Party Software’ section untouched. Otherwise, previous links will be lost.

Export contacts from MYP into Xero

Important checks prior to export:

• Organisations being exported from MYP to Xero must have 6 contacts or less
• If the client is new to MYP, many of their contacts from Xero may have been imported into MYP through ARM. When these contacts are then exported back to Xero, Xero will recognise them and will not create duplicates

NB: Exceeding the maximum number of contacts will appear on the confirmation email under ‘Messages’.

To export the contacts:

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’       
• In the ‘Contacts’ row, select the relevant account from the ‘Export to’ drop-down menu
• Select ‘Export’

NB: You will receive an email notification that lists all export successes and failures.

Import contacts from Xero into MYP

Important checks prior to import:

• Contacts will not import from Xero if the first email address is not populated. MYP requires an email address for the first contact. If there is more than one contact per organisation, subsequent contacts will not require an email address.
• Single contacts (with no organisation name) require the contact name to be populated with first name, last name and no primary person, details otherwise MYP will create an organisation.

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’       
• In the ‘Contacts’ row, select the relevant account from the ‘Export to’ drop-down menu
• Select ‘Import’

NB: You will receive an email notification that lists all export successes and failures.

Export staff from MYP into Xero

Important checks prior to export:

• There must be a value in each of the following ARM fields:
  • First name
  • Last name
  • Email address
  • Phone number
  • DOB
  • Country
  • Street Address
  • Home town/city
  • Postcode
  • State

NB: If this information is missing it will appear on the confirmation email under ‘Messages’.

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’
• In the ‘Employees’ row, select the relevant account from the ‘Export to’ drop-down menu
• Select ‘Export’

NB: You will receive an email notification that lists all export successes and failures.

Import staff from Xero into MYP

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’
• In the ‘Employees’ row, select the relevant account from the ‘Import to’ drop-down menu
• Select ‘Import’

NB: You will receive an email notification that lists all export successes and failures.

Information included from sync:

• Name
• Address
• DOB
• Gender
• Phone number/Mobile number

NB: Review staff details in ARM and update any relevant additional fields.