{"id":3590,"date":"2025-02-11T12:24:00","date_gmt":"2025-02-11T01:54:00","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=3590"},"modified":"2025-06-26T12:39:19","modified_gmt":"2025-06-26T03:09:19","slug":"assignar-xero-onboarding","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/assignar-xero-onboarding\/","title":{"rendered":"Assignar \/ Xero"},"content":{"rendered":"\n

ONBOARDING<\/h1>\n\n\n\n

Assignar<\/h2>\n\n\n\n

Create a new Dashboard User in your Assignar instance with the email address: support@onecoreconnect.com.<\/p>\n\n\n\n

Xero System Permissions<\/h2>\n\n\n\n
    \n
  1. Create a new user in your Xero instance with the email address: support@onecoreconnect.com<\/li>\n\n\n\n
  2. Allow \u2018Standard\u2019 permissions:<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Remove Duplicate Clients<\/h2>\n\n\n\n

    Removing duplicate clients from Assignar is a recommended task as this will eliminate confusion when mapping to Xero contacts.<\/p>\n\n\n\n

    Merge Duplicate Contacts<\/h2>\n\n\n\n

    Removing duplicate contacts from Xero is a recommended task as this will eliminate confusion when mapping to Assignar clients.<\/p>\n\n\n\n

    A step-by-step guide is provided in the following link.<\/p>\n\n\n\n

    https:\/\/central.xero.com\/s\/article\/Merge-contacts<\/a><\/p>\n\n\n\n

    Xero Tracking Categories<\/h2>\n\n\n\n

    Our integration requires the use of one tracking category. The tracking category allows a timesheet line to hold additional information:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    This allows us to map Assignar Projects.<\/p>\n\n\n\n

    If a project or job tracking category already exists, we can simply integrate into this.<\/p>\n\n\n\n

    Contact Interfy Support<\/h2>\n\n\n\n

    Once these tasks have been completed, contact us (support@onecoreconnect.com.au) to continue with getting the integration up and running.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    OPERATION<\/h1>\n\n\n\n

    Configure sync options.<\/h2>\n\n\n\n

    1. From OneCore, go to Sync.<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    2. Each transaction type here is scheduled to poll every 2 minutes. Clicking the corresponding Sync<\/strong> button will queue that transaction in the next available slot and reschedule the next transaction in 2 minutes.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    3. Enable\/disable Sync Options as expected and click the corresponding Save<\/strong> button. Configuration meanings:<\/p>\n\n\n\n