Xero integration – Overview

Overview of how a Xero payroll integration works with Planday

Patrick Gruhn avatar
Written by Patrick Gruhn
Updated over a week ago

🎯 Instructions in this guide are for Xero customers based in the UK.

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:

Step 1: Initial setup

Connect to a Xero organisation, activate your integration and merge your employee data.

Step 2: Final setup

Set up payroll, leave sync and export your timesheets to Xero.

Start your Xero payroll integration with Planday

This step-by-step guide will help you set up your Xero payroll integration with Planday.

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