Using Planday and Xero together gives you a robust solution for staff scheduling, availability, wage costs, compliance, absence management (UK only), 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
Guidance for Australian 🇦🇺 customers
Step 1: Add Xero Integration to Planday
Authenticate and connect to a Xero organisation in the UK
Authenticate and connect to a Xero organisation in Australia
Step 2: Setup Employee data synchronisation
Merge employees data between Planday and a Xero organisation in the UK
Merge employees data between Planday and a Xero organisation in Australia
Step 3: Setup Payroll data synchronisation
Setup payroll by matching Planday Salary codes to Earning rates and Leave types for a UK Xero Organisation
Setup payroll by matching Planday Salary codes to Earning rates of an Australian Xero Organisation
Step 4: Publish a schedule & export timesheets to Xero
Export timesheets and absence records to your Xero organisation in the UK
Export timesheets to your Xero organisation in Australia
Next step: Add Xero Integration to Planday
To begin setting up your Xero integration select the appropriate region Xero organisation:
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.