💡 Instructions in this guide are for Xero customers based in the UK.
See this guide for the Australian region here.
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: Add a Xero organisation to Planday
Authenticate and connect to a Xero organisation in the UK
Step 2: Setup Employee data synchronisation
Merge employees data between Planday and a Xero organisation in the UK
Step 3: Setup Payroll data synchronisation
Setup payroll by matching Planday Salary codes to Earning rates and Leave types for a UK Xero organisation
Step 4: Publish a schedule & export timesheets to Xero
Export timesheets and absence records to your Xero organisation in the UK
Start your Xero payroll integration with Planday
Follow this step-by-step guide to help you set up your Xero payroll integration with Planday.
If you have questions about Xero integration with Planday you can read the answers to some of the frequently asked questions here or reach out to Planday's support team via chat.