Traffio provides payroll integration with Xero, sending payroll data from Traffio to Xero via Xero's Timesheets.
To achieve this, Traffio retrieves the following information from Xero:
Employees: This is used to match with employees in Traffio, allowing us to generate timesheets for each individual.
Payroll Calendars: These are used to align Traffio's pay run dates with the selected Xero calendar in your payroll cost centre.
Earnings Rates: These are used to create line entries in employees' timesheets.
Starting the Integration
To begin integrating your payroll with Xero, please follow the steps outlined below.
To be able to start the integration, you need to have the payroll access permission - to find out more about access levels and permissions, click here.
Navigate to Payroll on the sidebar
Select Payroll Cost Centres tab
Select the desired Payroll Cost Centre (if you do not have one, you can create a new one by select +New)
Set the Accounting Package to Xero
Click Save (or Create)
Press the Connect to Xero button that will appear - this will open Xero's login screen in a new browser tab
If the new tab doesn't open automatically, your browser may have blocked it. Look for a pop-up block icon on the right side of your browser's address bar and click it to allow pop-ups. Then, click the "Connect to Xero" button again.
Follow the instructions on Xero's Login Screen
Select which organisation in your account you would like to link to Traffio,
Press Continue (If you have already previously given Traffio access to the organisation, you can simply press the Continue with 1 organisation button)
You will be redirected back to Traffio, where it will automatically sync with Xero and pull in the necessary payroll details (the "Connect to Xero" button will change to "Disconnect from Xero," giving you the option to end the integration at any time)
Choose your Xero Payroll Calendar
Click Save
From now on, any pay runs for this cost centre will follow the schedule's dates to ensure they can be synced with Xero.
Your payroll cost centre is now linked to your Xero account.
The next steps are to:
Set up and match your employees