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Xero integration set-up: Step 1
Xero integration set-up: Step 1

Follow this guide to configure the integration and link your Planday employee data to sync with a Xero organisation.

Stina Klauk avatar
Written by Stina Klauk
Updated over a week ago

🎯 For admins new to Planday with Payroll Admin access in Xero.
​Instructions in this set-up guide are for Xero customers based in Australia only.

Step 1: Setup

Step 2: Finalise your Setup

⏱ 5 minutes

⏱ 10 minutes

Connect your organisation

If you have signed up for Planday through the Xero App Store or Xero TAS, your organisation will already be connected and activated. You can skip this section and proceed to Sync employee data.

If your Xero organisation wasn’t connected automatically when you signed up from Planday, you’ll need to connect it first.

Log in to Planday and head to Settings > Integrations > Overview. Open the Xero integration by clicking Connect.

Planday EN Screenshots for HC.001.png

Next, click Add under the Organisations section to connect to a Xero organisation.

Planday EN Screenshots for HC.001.png

You will be directed to a Xero login page, and once logged in, you will see an application authorisation prompt for Planday. Select the Xero organisation you want to connect with from a drop-down list and press Allow access to continue.

If the pop-up doesn’t appear, check that your browser is not blocking pop-up windows.

Your connected Xero organisation should be activated.

Planday EN Screenshots for HC.001.png

💡 Note that only one Xero organisation can be connected at a time. The current one must be removed if you want to connect to a different organisation.

Sync employee data

You can import your employees from Xero now if you haven't already. By completing this step, you'll transfer existing employee data from Xero to Planday, so you won't have to set them up twice.

Click on the edit icon to the right on the line with your organisation's name.

sync employee data AU_new.001.jpeg

If you have multiple departments in Planday, you’ll be asked to select one from the list because the employees must be linked to a department once they’re imported.

💡You can change the department your employees are assigned to or assign them to multiple departments after finishing the integration set-up by navigating to People > Departments. Read more about the structure of Planday and departments here.

Click Add employees and navigate to Available employee data from Xero to manually select employees that should be imported to Planday. Once you have selected the employees you want to import, click Add.

Once you have selected the employees you wish to add, press Add to integration.

💡 The following data fields must be updated in Xero for the employee sync to work:
​First name, Last name, E-mail address, Birthday, Address, City, Postcode (4 digits), State, Country.

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