🟡 For Planday customers based in the UK.
🔓 Access level in Planday: Administrator with access to all departments.
🌐 Subscription plan: Plus, Pro, Enterprise.
ℹ️ Important read: Xero integration FAQs
✅ Required steps: How to set up salary codes in Planday.
▶️ Watch a webinar to learn how to set up the integration.
Using Planday and Xero together gives you a robust solution for staff scheduling, availability, wage costs, compliance, absence management, time tracking, payroll, reporting, and more.
Currently, Xero integration is available to UK and Australian customers only. This integration will support you in managing core employee and payroll data between the two applications, as illustrated in the picture below.
To set up a successful Xero integration, the following steps must be completed:
| Connect to a Xero organisation, activate your integration and merge your employee data. |
Set up payroll and leave sync. | |
Export your timesheets to Xero. |
Next: Start your Xero payroll integration with Planday
This step-by-step guide will help you set up your Xero payroll integration with Planday.
ℹ️ Need more help?
🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar
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Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.