Integrace

Connect Xero

Connect your Xero organisation so your team and approved expenses flow into Xero payroll and accounts without typing them twice.

  • Vyžaduje tarif Professional nebo vyšší
  • Asi 10 minut

Connecting Xero sends your team members to Xero Payroll and your approved expense claims to your Xero accounts. You set it up once, and Wizard Application keeps Xero up to date from then on.

Before you start

  • Xero is available on the Professional and Enterprise plans.
  • You need to be an administrator of your Xero organisation.
  • Payroll sync works with Xero organisations in the UK, Australia, New Zealand and the United States. Expense sync works with any Xero organisation.

Create your Xero app

Wizard Application connects through an app you create in your own Xero account, so the connection belongs to you.

  1. Open the Xero settings

    Open Settings from the gear icon in the top bar, choose Integrations and open the Xero card. Keep this page open.

  2. Choose your country

    Pick the country your Xero organisation is registered in and save. This decides which Xero payroll service is used.

  3. Create the app in Xero

    In a new tab, sign in to the Xero Developer Portal and create a new OAuth 2.0 app. When it asks for a redirect URI, copy the Redirect URI shown on your Wizard Application Xero settings and paste it in exactly.

  4. Copy the app's details across

    Copy the Client ID and Client Secret from your Xero app into the Xero settings in Wizard Application. The secret is stored encrypted.

  5. Connect

    Select Connect to Xero, sign in to Xero if asked and allow access to your organisation. You come back to Wizard Application with the status showing connected.

Choose what syncs

Under Sync Settings, choose what to send to Xero: Sync Employees, Sync Pay Runs, Sync Leave and Sync Timesheets. Switch on Auto Sync and pick how often it runs, or use Sync Now whenever you want to update Xero straight away.

Send expenses to the right accounts

Approved expense claims go to Xero for the person who made them, matched by their email address, so make sure each person uses the same email in both. Each expense category has a Xero account code; open Expenses, choose Categories and set the code from your Xero chart of accounts for each one.

Check it is working

Once connected, Xero appears in the sidebar with Overview, Payroll and Accounts. The Xero settings show the organisation you are connected to, when it last synced and any error from the last sync. To stop syncing, select Disconnect.

For more on what the connection does, see the Xero integration.

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