Connecting to Xero for the first time
Integrating Worknice with your Xero platform makes your Worknice set up an absolute breeze. Connect Xero, choose the employees you want to import, and all your employees along with their personal and payroll data is ready and waiting in Worknice.
Added a new person in Worknice and they haven't synced to Xero? See this article
Xero and Worknice data Flow
The table below outlines the major flows of data between the two systems.
| Worknice | Direction | Xero |
|---|---|---|
| Personal Details | 🔁 ⬅️ | Personal Details |
| Bank Account | 🔁 ⬅️ | Bank Account |
| TFN | 🔁 ⬅️ | TFN |
| Superannuation | 🔁 ⬅️ | Superannuation |
| *Leave Requests | ⬅️ | Leave Requests |
| *Leave Balances | ⬅️ | Leave Balances |
Personal, bank, TFN and super details are synced to Xero for new hires but not after this point. Then, if these details are changed in Xero, they will sync back and update Worknice.
*Please note: Xero may be releasing an API update soon, enabling 2-way syncing of leave requests. This will enable Xero customers to offer leave requests from within Worknice.
Completing a new payroll profile
The integration can’t do 100% of the Xero payroll set up. Areas include;
- Leave types
- Pay template
- HECS debt
- File to ATO
Please check each and every profile for completion.
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.
More integrations?
Connect 100’s of apps together to consolidate data and do great things. Check out our marketplace