Xledger-integrering

Ändrad den Fre, 12 juni vid 5:25 E.M.

Reference General Setup
Before configuring this integration, please complete the Simployer HRM Integration – General Setup Guide. This guide covers the initial steps for setting up integrations in Simployer and ensures that you have configured the necessary base settings for successful data sync.

Overview:

With this integration you will connect Simployer One to your Xledger account via API and can then do the following:

Scheduled or manual sync of employee data such as personal information, employment data, compensation data and more from Simployer One to Xledger

Sync time off data such as sickness, parental leave and vacations to Xledger for the period that you choose. You have full control over what absences are exported for what employees and for what period

Available in: Norway

Xledger requirements

You need to have access to the following valid credentials.

Access token: this can be found in here: https://xledger.net/f/api-tokens
- Click on Generate new token
- Provide a Token description, for example, "Simployer One" or "Simployer"
- Select «Read» and «Write» for Accounts payable, Accounts receivable, Common and General Ledger and Human Resources
- Click Generate token
- Once the token has been generated, you can use it when setting up the Xledger integration in Simployer One

Employee data

Employee data is synchronized one-way from Simployer One to Xledger. On each sync, the integration compares the values in Simployer One against the existing values in Xledger. Edits made directly in Xledger to fields covered by the integration might be overwritten on the next sync, so corrections should be made in Simployer One.

Requirements and limitations

Required Fields:

Employee Number - must be unique
Email
Hire Date
Job Title - employees without a job title are skipped entirely
At least one Employment with a Start Date.

Limitations:

Only active employees processed (earliest hired if multiple exist)
Only permanent employments (permanent_employment) with 100% rate synced (part-time skipped with warning)
Only NOK currency for payroll rates (other currencies skipped)
Historical data (positions/rates before current month/year) cannot be synced for existing employees due to locked accounting periods
Supported payout periods: HOURLY, MONTHLY, ANNUAL (other periods skipped)
"Failed: misconfigured employee" message in notification indicates the Xledger record itself is in an invalid state and needs to be cleaned up directly in Xledger before the sync can succeed.

Some fields are currently hardcoded or have a default value, see the table below for more information.

Simployer Field	XLedger Field	Notes
Person.firstName	Contact.firstName	Required
Person.lastName	Contact.lastName	Required
Person.firstName + lastName	Contact.name	Concatenated
	Contact.initials	First letter of first + last name
Person.email	Contact.email	Required. If an employee with the same employee number already exists in Xledger but with a different email, the entire employee is skipped
Person.phoneNumber	Contact.phone
Person.address.streetAddress1	Contact.streetAddress	Address changes sync to both Contact and Supplier
Person.address.postalCode	Contact.zipCode
Person.address.city	Contact.place
Person.birthdate	Contact.birthday
Person.nationalIdList\[0\].nationalId	Contact.socialSec	First national ID in list, or empty if none
	Contact.countryId	Hard-coded: 5 (Norway)

Supplier:

Simployer Field	XLedger Field	Notes
Employee.employeeNumber	Supplier.code
Person.firstName + lastName	Supplier.description	Concatenated
Person.bankAccount.accountNumber	Supplier.bankAccount	Optional
Person.address.streetAddress1	Supplier.streetAddress	Synced from Contact
Person.address.streetAddress2	Supplier.streetAddress2
Person.address.postalCode	Supplier.zipCode
Person.address.city	Supplier.place
	Supplier.countryDbId	Hard-coded: 5 (Norway)

Employee:

Simployer Field	XLedger Field	Notes
Employee.employeeNumber	Employee.code	Required. Must be unique
Person.firstName	Employee.firstName
Person.lastName	Employee.lastName
Person.firstName + lastName	Employee.description	Concatenated
Employee.hireDate	Employee.dateFrom	Required
Employee.hireDate	Employee.employmentFrom	Required
Employee.jobTitle	Employee.positionValueDbId	References the Job Title

Job Title:

Simployer Field	XLedger Field	Notes
Employee.jobTitle	ObjectValue.description	Required. Created in Xledger if doesn't exist (definitionId: 713 - Position Value). Matching is case-insensitive. Employees without job title are skipped. This job title is automatically linked to Employee, Position, and Payroll Rate records.

Position:

Simployer Field	XLedger Field	Notes
Employment.startDate	EmployeePosition.dateFrom	Required. For existing employees: only positions starting within current year + last year are synced (older positions may be locked by accounting). All positions synced for new employees.
Employment.endDate	EmployeePosition.dateTo	Optional
Employment.rate	EmployeePosition.parttimePct	Must be 100 (only 100% FTE supported, part-time skipped with warning)
Employment.employmentId	EmployeePosition.internalInfo	Used to match existing positions
	EmployeePosition.mainPosition	Based on Employee.mainEmploymentId
	EmployeePosition.employmentTypeDbId	Hard-coded: 28136 (only `permanent_employment` supported)
Employee.jobTitle	EmployeePosition.positionDbId	Job title reference. Preserved for historical positions (start date in past).

Payroll Rates:

Simployer Field	XLedger Field	Notes
Payroll.payrollEffectiveDate	PayrollRate.dateFrom	For existing employees, payroll rates with an effective date before the current month cannot be created or updated (the period is locked by accounting). For new employees being synced for the first time, all historical rates from Simployer are accepted with no age limit. Once the employee exists in Xledger, the current-month lock applies on subsequent syncs.
Compensation.compensationAmount	PayrollRate.rate	Converted to annual amount: Hourly = as-is (hourly rate), Monthly = × 12 (annual equivalent), Annual = as-is (already annual). Recommended: Use annual payout period in Simployer to avoid conversion.
Compensation.compensationCurrency		Must be NOK (other currencies skipped with message in notification. Rest of the employee's data may continues to sync.)
Payroll.payrollAdditionalProperties.payoutPeriod	PayrollRate.rateElementDbId	4319462 (hourly) or 4319459 (monthly/annual) - determines how rate is interpreted
Employee.jobTitle	PayrollRate.positionDbId	Job title reference. Preserved for historical rates (effective date before current month).

Absence data

Absences are synchronized one-way from Simployer One to Xledger as new records. The integration does not update or delete absences in Xledger after they have been created. Once an absence has been synced, subsequent edits or deletions in Simployer are not reflected in Xledger. Any corrections needed after the initial sync must be made directly in Xledger.

As of now, Only the 6 standard absence types from Simployer (sick_leave, self_certified, vacation, childcare, parental_leave, off_duty) are synced to Xledger.

Simployer field	Xledger field	Mapping conditions
Grade Percentage	leavePercent
Absence Start Date	timeFrom
Absence End Date	timeTo
Absence End Date	toDate
Absence Start Date	fromDate
	Comment	Defaulted to ""
Absence Type	Text
Codes
childcare	“CS”
vacation	“V”
sick_leave	“SN”
self_certified_sick_leave	"SWN"	Self Certified Sick Leave
parental_leave	B20	When coverage rate is 100% (or null)
parental_leave	B30	When coverage rate is 80%–under 100%
off_duty	A61