XR ↔ EOH: Data Sync
This article provides an overview of the fields displayed when sharing a Client, Contact, Candidate (Member/Applicant) and the fields which sync two way that is from XeopleRecruit (XR) to Entire OnHire (EOH) and vice versa.
Configurations: To integrate with Entire OnHire, see: Marketplace Configuration - Entire OnHire (EOH). Subscribe to Share Job, Share Client, Share Contact and Share Profile. If the client and member already exist in EOH, you can share the job as long as Share Job is subscribed — even without Share Client or Share Personnel.
Concepts:
- A contact can only be shared to EOH if the mapped client(s) is already synced with EOH. You can only share candidates as members when sharing a job to EOH.
- In EOH, clients are linked to specific Service or Delivery Locations, which are essential for timesheet approvals and related workflows.
Client
The client field details when sharing a client are as follows:
|
Fields |
Details |
|
EOH Logo
|
Displayed on top, sourced from the XR Marketplace. |
|
Location Name |
Mandatory field prefilled with the XR client name; non-editable. |
|
EOH Clients (Admin) |
Lists all admin clients from EOH in a single-select dropdown. Selecting an EOH Admin client changes the Location Type from Admin and Service to Service. |
|
Location Type |
Mandatory field preselected as Admin and Service. When an EOH Admin client is selected, it changes to Service. The XR client is pushed as a Service Location under the selected Admin client in EOH. |
|
Industry Type |
Mandatory dropdown field. Options are retrieved via API from the Industry Master in EOH. Required when setting the client as Active in EOH. |
|
Servicing Office |
Mandatory dropdown field populated via EOH API. Initially blank; users must manually select a value. |
|
Priority |
Mandatory dropdown field populated via EOH API. Users can manually select as needed. |
|
Status |
Mandatory dropdown field. Defaults to Active, but users can modify it. Options are retrieved via API from the Client Status Master in EOH. |
|
Read Mode Fields |
In read mode, Client Address, Email, and Phone Number are displayed and automatically passed from XR to EOH during client sharing. |
|
Client ID |
Upon successful sharing, a pop-up confirms client creation in EOH, displays the assigned Client ID (clickable for details), and updates it in XR to maintain data synchronisation. |
Client Data Sync Fields:
The ↔ symbol indicates two-way sync, meaning any updates in XR automatically reflect in EOH and vice versa.
|
Fields |
Sync (↔) |
|
Client Name (Location Name) |
XR ↔ EOH |
|
|
XR ↔ EOH |
|
Phone Number |
XR ↔ EOH |
|
Address (Location) |
XR ↔ EOH |
Contacts
The contact field details when sharing a contact are as follows:
A contact can only be shared to EOH if its mapped client is already synced with EOH; otherwise, an alert appears prompting the user to select a synced client.
|
Fields |
Details |
|
EOH Logo on Top
|
Sourced from the XR Marketplace. |
|
First & Last Name |
Mandatory, auto filled from XR and non-editable. |
|
Email ID & Phone Number |
Displayed in read-only mode and passed to EOH. |
|
Gender |
Optional dropdown, pre-fills from XR if available or selectable manually. |
|
Country |
Mandatory dropdown in XR, defaults to Australia but editable. |
|
Professional Level |
Mandatory, defaults to Staff; values fetched via the EOH API and editable. |
|
Admin Location |
Mandatory dropdown showing synced EOH clients as removable chips; only displays clients mapped to the contact and synced with EOH. |
Contact Data Sync Fields:
|
Fields |
Sync (↔) |
|
First Name |
XR ↔ EOH |
|
Last Name |
XR ↔ EOH |
|
Gender |
XR ↔ EOH |
|
|
XR ↔ EOH |
|
Phone Number |
XR ↔ EOH |
Candidate (as a Member)
The candidate field details when sharing a candidate as a member from XR to EOH are as follows:
| Section |
Field / Tab |
Description |
|
Candidate Profile Tab |
Basic Details |
Displays candidate information prefilled from XR. Complete all required fields and click Next. |
|
Additional Info |
Retrieves professional details, including Title, via the EOH API. |
|
|
Notes Tab |
Notes |
Allows adding general notes with formatting (bold, italic, bullets, numbering). Timestamp icon auto-fills Username, Date, and Time. |
|
Employment Notes |
Enables manual entry of employment-related notes. Saved in XR and synced to EOH. |
|
|
Employment Status Tab |
Employment Details |
Includes Priority, Employment Type, and Hire Date fields for accurate member data transfer from XR to EOH. |
|
Hire Date |
Mandatory date picker. Defaults to current date; past dates allowed, future dates restricted. Auto selected for members linked to Hired or Ready to Hire stage. |
|
|
Employee Type |
Optional dropdown fetched via EOH API (Main Master). User can manually select. |
|
|
Member Priority |
Optional dropdown fetched via EOH API (Priority Master). |
|
|
Review & Final Summary Tab
|
Overview |
Displays saved data from Candidate Profile, Notes, and Employment Status tabs. Read-only, edits must be made in respective tabs. |
|
Share Personnel |
Transfers candidate data from XR to EOH based on all tab entries. Disabled if mandatory fields are incomplete, showing an error message. |
Candidate (as a member) Data Sync Fields:
|
Fields |
Sync (↔) |
|
Candidate Name |
XR ↔ EOH |
|
Phone Number (Main) |
XR ↔ EOH |
|
Gender |
XR ↔ EOH |
|
DOB |
XR ↔ EOH |
|
Address (Location Details - Default) |
XR ↔ EOH |
Candidate (as an Applicant)
Recommend Reading: How candidate is pushed as an Applicant, click here: Job Action, Push Candidate as an Applicant - Candidate Landing & Summary.
Candidate (as an applicant) Data Sync Fields:
|
Fields |
Sync (↔) |
|
First Name |
XR ↔ EOH |
|
Last Name |
XR ↔ EOH |
|
Phone Number (Main) |
XR ↔ EOH |
|
Gender |
XR ↔ EOH |
|
DOB |
XR ↔ EOH |
|
Address (Location Details - Default) |
XR ↔ EOH |
Related articles:
X.0 Release Notes - April 17, 2025
Share Contact with Entire OnHire – Contacts Landing Page
Push Candidate as a Member - Candidate Landing & Summary
Push Candidate as an Applicant - Candidate Landing & Summary