Connect to a Xero organisation and configure the integration
Note: If you have signed up for Planday through the Xero Appstore or through Xero TAS, your organisation will already be connected. You can manage your connected Xero organisations and complete the integration set up by navigating to Settings > Integrations > Overview > Xero and pressing Add. If your organisation has been connected and you don’t wish to amend it, you can skip the following steps and proceed to the Employee Synchronisation step.
If your Xero organisation wasn’t connected automatically when you signed up from Planday, you’ll need to connect it first. Go to Settings > Integrations > Overview, locate the Xero integration, and press Add.
Next, press “Add” within the Organisations section to connect to a Xero organisation:
You will be directed to the Xero login page, and once logged in you will see an application authorization prompt for Planday. Select the Xero organisation that you want to connect with and press Allow access to continue setup.
Please note that you need to have Payroll Admin access in Xero, to authorize this integration - more details in this guide. Also, Payroll must be already set up, in Xero - check out this guide for the setup steps.
If you are not already redirected back to Planday, go back to the Integrations page where you can find the Xero integration that you just added. You should now be able to see the connection to your Xero organisation was successful.
Errors during connection?
If you receive an error during connection, the setup will tell you what the error is and provide you with a link to a possible resolution. The most common mistake is the user setting up the integration having insufficient permissions. You need to have Payroll Admin access in Xero in order to integrate with Planday.