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Matching your employees with Xero
Matching your employees with Xero
Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

In order for timesheets to correctly flow through, your employees in Traffio must be linked to your Xero employees. This process is called "matching", or sometimes "mapping".

Getting started

Before you get started on syncing your employees, make sure you have set up your first cost centre and synced to Xero. If you have not created a cost centre you can follow the instructions to.

Setting up your employee matches

  1. Click into Payroll

  2. select Payroll Cost Centres

  3. Open the Xero cost centre you would like to do the matching for.

  4. Click on the Employees tab

  5. A list of employees will appear. The left-hand side shows all of your employees in Traffio. The right-hand side shows all the employees in your Xero.

  6. Match each person in Traffio with the employee in Xero using the dropdown menus. Traffio will attempt to automatically match anyone with matching names.

  7. Press Save

If there is no match for the employee, make sure that their details are correct in both Traffio and Xero, and that you have pushed the Sync with Xero button on the cost centre's Overview tab. That will ensure Traffio is aware of all of your employees in Xero.

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