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.