Integrations

Instructions for Xero integration in Workstem system

Workstem and Xero have been integrated, and Workstem data can be synchronised to Xero system via simple operations.

Written by Workstem CS
Updated over a week ago

Introduction to Xero Integration

Understand how and what can be synced between Workstem and Xero

Written by Workstem CS
Updated over a week ago

1. Connect Workstem to Xero

Set Up the Connection

Written by Workstem CS
Updated over a week ago

2. Sync your Account Codes from Xero

Sync the account codes and names managed in “Charts of Accounts” in Xero to Workstem.

Written by Workstem CS
Updated over a week ago

3. Set Up Sync Types and Items Mapping

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

Written by Workstem CS
Updated over a week ago

4. Sync Payroll Data to Xero

Written by Workstem CS
Updated over a week ago

FAQ - Is the Sync Automatic?

Written by Workstem CS
Updated over a week ago

FAQ - Why Can't I Find the Pay Run to Sync?

Written by Workstem CS
Updated over a week ago

FAQ - How to disconnect from Xero

Written by Workstem CS
Updated over a week ago