Set up Xero integration

Steps to connect Workzilla to Xero Payroll, link staff members to their Xero employee records, and confirm salary data has been imported correctly.

1. 1
   Navigate to Subscription Settings > Integrations
2. 2
   Click "Connect to Xero"

   This opens the Xero integration page. The integration adds $5 (+GST) per month to your Workzilla subscription. It is free during any active trial period.
3. 3
   Tick the subscription consent checkbox and click Connect

   You will be redirected to Xero to log in.
4. 4
   Log in with your Xero credentials
5. 5
   Select your organisation

   Only organisations with Xero Payroll enabled will appear. If you have more than one, select the correct one before continuing.
6. 6
   Review the employee matching screen

   Workzilla will attempt to match your Workzilla staff members to their Xero employee records by name. Review each suggested match — where the match is incorrect, use the dropdown to select the right person.
7. 7
   Confirm there are no duplicate matches

   Each Xero employee can only be linked to one staff member. If the same Xero employee appears as a suggested match for more than one staff member, correct this before proceeding — the system will not allow duplicate links.
8. 8
   Link staff members to their Xero records

   Link individually or click Link all once all matches are confirmed.
9. 9
   Review the salary import report

   This screen shows what salary data has been imported. Salaries imported from Xero are super-inclusive — the figure shown includes superannuation. Where a staff member already had a manually entered salary in Manage Users, it will be updated and the start date set to the date of the integration. Where no salary existed, the start date will reflect the employee's start date in Xero.