Xero is an easy-to-use online accounting software for small businesses and their advisors.
When you integrate Xero with Zenefits, you can use the integration to:
- Sync transaction info from Zenefits Payroll to Xero.
- Simplify reconciliation with data automatically pulled into Xero.
Setting up the Xero integration
You can set up your integration by selecting the Add an App option on the main dashboard and then selecting Xero from the list.
You'll need to have administrator permissions on the Xero account you want to link in order to set up the integration.
Please note that the Xero integration is currently available only for Zenefits Payroll users.
You'll also need to grant permissions to Xero for the following items in Zenefits:
- Basic company information
- Employee employment information
- Employees' basic information
- Employee compensation
- Types of employees
Once you've granted these permissions, you'll be taken to the Xero site to complete the setup. Once the setup is completed, the green Connected status will appear under the app's icon.
Once you've granted these permissions, you'll be taken to the Xero site to complete the setup. Additionally, you'll need to go into the Zenefits Payroll app and complete your payroll mappings to finish the setup process.
Using the Xero integration
Once and Zenefits are synced, the Xero app will show up in your main administrator dashboard. You can use it by clicking it and then selecting Manage. In the integration, you'll be able to see which employees are synced in Xero, manage them in Xero through the Manage option, or disconnect Xero from Zenefits through the Disconnect option.