The Planday + Xero authentication feature allows you to sign up to Planday using your Xero credentials from the Xero App Store. This also allows you to keep using your Xero credentials to sign in to Planday without the need to create any new usernames.
The single sign-up process will automatically connect your Xero integration within Planday to the Xero organisation with which you created your Planday portal. This means that once your Planday portal has been created, you can simply navigate to your portal Settings > Integrations > Xero > press Add and start the process of syncing your employee details* from Xero into Planday, as well as set up your payroll so you can send your employees worked hours from Planday into Xero.
If your username in Planday matches your credentials/username in Xero, you will also be able to use Xero Single Sign On (SSO)** to sign in to Planday using your Xero credentials from now on.
Please, note that to be able to sign up to Planday using your Xero credentials, you’ll need to at least have Subscriber permissions in Xero. To be able to set up your Xero integration in Planday, you’ll need to have Payroll administrator rights in Xero.
If you do not have Subscriber permissions, you will not be able to continue with the process of creating a new Planday portal. For Payroll administrator permissions, you will need to ensure you give yourself this permission in Xero if you are a Subscriber. Alternately you can add your Payroll administrator as a user in Planday matching the same Xero credentials (Email address) and re-sync so they can set up your Xero payroll integration. To re-sync your integration go to Settings > Integrations > Xero press Add and then disconnect and reconnect to your Xero organisation.
You can find more information on how to set up your Xero integration in Planday here.
Please, feel free to reach out to our support team if you have any queries through the Planday chat bubble in your Planday portal.
* The employee details synced between Planday and Xero currently are:
First name, Last name, Date of birth, Email address, City, Postcode and Address.
You can read more about this here.
** Initially SSO feature will only be rolled out for existing customers or customers that sign up through the Xero App Store to Planday. In future, we will work on making this functionality available to all Xero & Planday customers.
Still have questions? Reach our support team via chat if you need help with this feature.