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ℹ️ Important read: Xero integration - Setup guide with Planday: Step 1
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.
Single Authentication
The single sign-up process will automatically connect your Xero integration within Planday to the Xero organisation with which you created your Planday organisation.
This means that once your Planday organisation has been created, you can simply navigate in Planday to Settings > Integrations > Xero > press Set up 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.
Permissions
To be able to sign up to Planday using your Xero credentials, you’ll need to have Subscriber permissions in Xero at least.
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 organisation. For Payroll administrator permissions, you will need to ensure you give yourself this permission in Xero if you are a Subscriber.
Alternatively, you can add your Payroll administrator as a user in Planday matching the same Xero credentials (e-mail address) and re-sync so they can set up your Xero payroll integration. To re-sync your integration, go to Settings > Integrations > Xero, press Set up, and then disconnect and reconnect to your Xero organisation.
Read more in the article: How to set up your Xero integration in Planday.
Disclaimers:
* The employee details synced between Planday and Xero currently are:
First name, Last name, Date of birth, Email address, City, Postcode, Address and Country. See how to sync employee data with Xero.
** Initially Single sign-on 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.
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