**NOTE When using any Xero integration features, you need to have at least "Standard + Payroll Admin" access.
If you've been previously using Xero payroll and would like to upgrade payroll providers, you can get up and running quickly by using our Xero payroll import.
Using the Xero payroll import will import the following data:
- Employee details
- Leave Categories
- Pay Categories
N.B. If an external Id is used that has been used before you won't be able to save it if the 'unique external Id' setting is switched on. This setting is located on the Payroll settings > Advanced settings page. See here for more information.
However, we don't import leave balances when setting up new employees.
You can import your Xero payroll data by following these steps:
- Go to the 'Add Employee' menu and click on 'Import Employees':
- Under the 'Employee Import' section, select 'Xero' from the 'Import Employees From' drop down:
- Click the 'Connect to Xero' link. You will then be redirected to Xero where you will be required to select the Xero file you want to use to import the payroll data from:
- When you are returned to the payroll platform, you should see the 'Import' button. Click that button and your payroll data will start importing.
If you have any feedback or questions please contact us via email@example.com