Xero Integration

ShiftCare HR connects to Xero Payroll so employee master data, leave requests, and payslips stay in sync between both systems. This page covers connecting Xero, mapping leave types, monitoring sync health, and disconnecting.

Connect to Xero

1. Go to Settings → Integrations.
2. Click Connect on the Xero Payroll card.

3. Sign in to Xero in the login window that appears.

4. Select your organisation and click Allow Access.

5. Wait for the sync progress bar to complete.

6. The card shows a green Connected badge when done.

Overview Tab

• Employee Master Data, Leave Requests, and Payslips are synced.
• The Sync Status card (right side) shows the last sync time and error count.
• Click View Dashboard to jump to the Sync Health tab.

Leave Mapping Tab

1. Open the Leave Mapping tab (available after connecting).
2. For each HR leave type, select the matching Xero Pay Item from the dropdown.
3. Leave types that should not sync to Xero can be left blank or set to Do Not Sync.
4. Click Save Changes. A green alert confirms the save.

Sync Health Tab

The breakdown table shows Synced / Failed counts and success rate per component.

• Success rate ≥ 95% is shown in green; below 95% shows a warning.
• The Sync Errors panel lists individual failed records with error details.
• Use the search box or component filter to narrow down errors.
• Click Refresh Data to reload the latest status from the server.

Manual Sync

Click the ↻ (Sync Now) icon in the card header.

• The icon shows a loading spinner while syncing.
• The Last Sync timestamp in the Overview tab updates when complete.

Disconnect

Click the power icon in the card header.

1. Confirm by clicking Disconnect in the dialog. Click Cancel to abort.
2. The card returns to the unconnected state. No further data will sync.

Related

For mapping HR leave types to Xero pay items, see also the Xero Leave Mapping section on the Leave Management page.