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3. Set Up Sync Types and Items Mapping
3. Set Up Sync Types and Items Mapping

Set up what to sync and map the pay items to an Account.

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Written by Workstem CS
Updated over a week ago

Now that the account codes and names are synced, you can start creating Sync Types to define what pay items need to be synced and map the pay items to the corresponding account in Xero.

  1. Go to Settings and find the “+” icon to add a new Sync Type.

2.Enter a new name for this type and press Submit

3.After a Sync Type is created, it will be displayed on the list. Next, you can start adding the items to this type by clicking on the “+” on the bottom.

For each pay item, you can to set the following:

Pay Item (mandatory): select the pay item in Workstem

Account code: map the pay item to the account in Xero

+/- (mandatory): define whether the amount is going to be positive / negative in

the bills when synced to Xero.

Description: general description for easier identification.

Once the information is filled in, you can press Submit to add the item to the pay type.

Financial Accounting Mapping can also be set if necessary (for example, Department)

Step 1: Go to Xero,Accounting->Advanced->Tracking categories and add a category:Department

  • Step 2: Log in to Workstem, select Department of Financial Accounting Classification Mapping drop-down box and click Save

  • Step 3: After clicking the Mapping Settings, click the New button to compare the mapping details

Note: You can add multiple pay items for each Sync Type according to your actual needs by repeating steps 2-3 above.

After the Sync Type is set, you can start Syncing the payroll data from Workstem to Xero following the below guide:

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