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Leave Request
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  Xero Integration

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  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.


Navigate


Menu > Reports -  Select desired period - Payroll invoice Xero



Reports

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.