Syncing Employees To Xero
Follow this guide to sync a user from Canyou to Xero as an employee.
Before starting ensure that you have connected your Xero organisation (learn how to do that here).
You can also sync from a workflow with the Sync Xero employee task, using the same form.
- From the Users menu, click the user you want to sync to Xero.
- Click the Sync Xero employee button under Integrations.
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Choose whether to create a new employee in Xero or update an existing one. Canyou picks Create New Employee unless it finds a Xero employee with the same email, in which case it picks that employee. If it found a match and you choose something else, Canyou warns you that the user may already exist in Xero, so you don't create a duplicate.
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Optionally, enter a Start date. This is sent to Xero as the employee's start date.
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Review the parts of the profile that will be synced. Each part shows Ready once the user has completed the matching workflow task, or Incomplete if they haven't. You can learn more about the different task types here.
- User profile and Bank account details are synced when they're ready.
- Sync super choice and Sync tax details can be switched to Yes or No.
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If you've chosen Yes for Sync tax details, check the Income type, Employment basis and Tax scale. Canyou fills these in from the user's TFN declaration.
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Open Overrides to check the rest of the tax details, including the Bank statement text. This is the reference that shows on the employee's bank statement when they're paid, up to 18 characters. It's set to "Wages" unless you change it.
- Click the Sync button to sync the user to Xero. You should see a message to say Sync Successful!
