Syncing members between Xero and Jibble

Help |

Collections: Integrations and Xero Integration.

Written by Melissa Spillett

Last modified on

June 9th 2024

With Jibble’s Xero time tracking integration, you can seamlessly import and sync members from Xero into Jibble and send timesheets to Xero with ease. If you haven’t already, check out our article on connecting Xero with Jibble.

Important ❗: Syncing members between Xero and Jibble is only applicable for Xero Payroll in the UK, New Zealand and Australia.

This article covers:

• Importing members from Xero to Jibble
• Connecting and disconnecting members

---

Importing members from Xero to Jibble

If you have employees listed in Xero whose full names or email addresses don’t match those in Jibble, you will be able to import these users into your Jibble organization. 

Note: Importing of users is only applicable for importing Xero employees onto Jibble, it is not applicable for importing Jibble users onto Xero.

1. Go to Integrations.
2. Click on Xero.
3. Click on the Members tab.Note: The Members tab will only be displayed once the integration is complete. The names of members displayed on the list will be pulled from employees in Xero.
4. Click on Run a sync if you have just added new employees in Xero and would like them synced with Jibble. Otherwise, the list will be automatically updated every 24 hours.
5. If all your members already have their accounts linked in Jibble, you will see a message displayed – No new members were detected.
6. If you have members that do not have their accounts linked in Jibble, you will see a different message displayed – New members were detected.
7. Once the system detects new members, you will see an Import members button.
8. Click on Import members.
   Note: If you’re on a paid plan, ensure you have a sufficient number of seats before adding members to your organization. You will be able to buy additional seats based on an upfront payment basis, for more information, check out how my bill/invoice is calculated.
9. A list of members without matching full names or email addresses in Jibble will be displayed.
10. If you wish to send an email invite to these members to join your Jibble organization, turn the toggle on for Send email invites.
    Note: Members that do not have email addresses will not receive an email invite and will be added to Jibble without access to their accounts.
11. Select the checkboxes for the members you wish to import to Jibble.
12. Once selected, click on Add to Jibble.
13. Click on Confirm on the confirmation message.

---

Connecting and disconnecting members

Timesheet data will only be sent to Xero if your members are synced across both platforms. Full names or email addresses of users in both Xero and Jibble must match for successful synchronization. 

1. Go to Integrations.
2. Click on Xero.
3. Click on the Members tab.Note: The Members tab will only be displayed once the integration is complete. Names of members displayed on the list will be pulled from Employees in Xero.
4. The Connected status will be shown for members that are synced between Xero and Jibble.
5. To disconnect members from the sync, click on the ellipsis button on the far right corner of the member’s name.
6. Click on Disconnect.
7. You can reconnect members at any time if needed.

Notes: 

• Members that have been disconnected will not be applicable for timesheet synchronization but will still be present on both platforms.
• Members with non-matching full names or emails will not be synced and are indicated with the Unable to connect status.