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Getting Started
  Your Business Settings
  Export From Other Systems
  Add An Employee
  Clocking Hours
  Timesheet Software
  Grouping Employees

  The Roster Process
  Roster Templates
  Roster Calendar
  Calendar View
  SMS Rosters

  The Timesheet Process
  Timesheet vs Roster
  Timesheet from Roster

  The Payroll Process
  A Payrun
  Rate Rules
  Shift Rules
  Break Rules
  Deduction Rules
  Extra Rules
  Time In Lieu
  Public Holidays

Leave Request
  The Leave Request Process
  Leave Request Review
  Leave Payroll Process

  Single Touch Payroll
  Payment Summary
  Xero Integration

Other features

  Processing Super

SuperChoice (Old process)
  Super Clearing House
  SuperChoice Setup
  Adding Super Fund
  Adding Employees
  Super Payment

  Employee Console
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  Requesting Leave

  Partner Logo
  API Hello World
  API Add Employee

  Print Guide

Xero Integration

Payroll data generated by Microkeeper can be sent directly to the Xero accounting suite. 

Follow the step by step process below to connect your Microkeeper and Xero accounts.

Table of Contents

Activate Connection

Xero Configuration

Weekly Process

Additional Notes

Data Flow Diagram

Microkeeper xero integration diagram

Activate Connection

This feature must first be activated on the Contact Settings page.

Menu > Settings > General > Global

Under Accounting select the Xero option and Update these settings.

Connect to Xero

Connect to Xero button

Login to Xero with your credentials to authorise the Microkeeper connection.

Xero login

The connection to Xero will remain permanently connected.


Menu > Reports -  Select desired period - Payroll invoice Xero


Reports selection area

Xero Configuration

Microkeeper will need to retrieve your Accounts from Xero.

On first time integration, you will need to configure which figures you want to send to which Accounts.

This is done by

1. Selecting the Account.

2. Enter a description - this will appear on the Xero invoice (you must enter a description).

3. Select which values you want to send to that account.

4. Select if the total is negative.

Invoice configuration for Xero integration

Save Xero Settings.

Save Xero settings button

The above configuration will work for many scenarios.

Weekly Process

On a weekly basis, it's required to send the payable bill to Xero.

It's important to ensure that the figures being sent to Xero match the figures recorded in the Microkeeper database.

Confirm amount to be sent to Xero

If figures match, Send your data to Xero.

Send data to Xero button

The invoice will appear as a draft in the Xero system.

Approve invoice in Xero

If you are happy with these figures, click Approve in Xero.

You're done, go grab a cup of tea!

Additional Notes

We recommend using your bookkeeper and contacting the Microkeeper team to help with the initial configuration.

Once setup this process can be done in a couple of minutes.

Please Note: All names for values MUST be different.
If a new name for a value appears, this will have to be added to the appropriate account, this is likely to occur with following weeks.

Let us know how you go

If you would like to leave a review about the Microkeeper - Xero integration please do so at the Xero Business Community page.