Xero integration overview
Overview of how a Xero payroll 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.

At present Xero integration is available to the 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:

Guidance for UK customers

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

Follow this step-by-step guide to help you set up your Xero payroll integration with Planday.

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