This article describes how to configure a moov for the PrismHR premier integration to send data to Xero. Before you can integrate the PrismHR premier integration, you will first need to have the premier integration set up on your account. If you have not set up the premier integration, please Contact Us.
To use the PrismHR premier integration with Xero, you will need to connect your client to a Xero moov.
Please visit our Connect to Xero article to create a moov configuration and connect your client to Xero.
Once you have connected your client's Xero account to the moov configuration, you can then configure the PrismHR premier integration.
Configure the PrismHR premier Integration
To configure the PrismHR premier integration for the client, access the moovs section on the left-hand side and select the Standard GL to Xero moov.
Then click the client row in the moov configuration section on the right.
Then click Next on the edit configuration page.
Under the Trigger - Data File received step, expand the PrismHR API panel and click the ADD button
In the Premier Integration dropdown, select the PrismHR option
Enter in the Client Id, Batch Status option(s), Batch Type option(s), and an optional email address for error reports. If no email address is entered, any user on your detamoov account will receive the error report, if applicable.
Schedule the PrismHR premier integration
A Premier integration needs to be scheduled to run either every 'x' weeks, or on certain days of the month.
Every 'x' weeks:
- Next Execution Date - the date that the integration will run next. Once a date is entered, that day of the week will be auto selected on the next step.
- Days of the week for the integration to repeat - days of the week the integration will executed.
- Time - the time that the integration will run on the days of the week for every 'x' weeks selected.
- Time Zone - the time zone related to the time specified for the integration to run (default is your current location's time zone).
- Repeat every 'x' weeks - the weekly frequency the integration should be executed.
On certain days of the month:
- Select the days of the month to execute this moov - these are the actual days of the month that the schedule will run for the specific Premier Integration
- If a selected day falls outside the last day of the month for a specific calendar month, the last day of the month will be used instead
- If the current date (today) falls outside the the last selected date, the first date selected will be the initial date of the first run of the Premier Integration
- example: if the selected days are the 1st and the 15th, but today is the 16th, the Premier Integration's first run will be the 1st of the next month
- Time - the time that the integration will run on the selected day(s) of the month
- Time Zone - the time zone related to the time specified for the integration to run (default is your current location's time zone).
Click OK to complete the configuration and schedule of the PrismHR premier integration.
Click the Next button at the bottom of the page.
Then Save on the Review section to complete the configuration.
