Xero Integration

The Xero integration allows you to connect your Xero organization with Payrun. Once connected, you can configure account mapping between Payrun and Xero.

You can access the integration page from:

Settings → Integration

Requirements

Before connecting Xero, make sure:

• You can sign in to your Xero account.

• Your Xero account has access to at least one organization.

• You know which Xero organization you want to connect.

Open The Integration Page

To access the Xero integration:

• Go to Settings from the sidebar.

• Click Integration.

• Locate the Xero card.

The integration status appears on the Xero card.

Connect Your Xero Account

To start the connection process:

• Open Settings → Integration.

• Locate the Xero integration card.

• Click Connect.

Payrun redirects you to the Xero authorization page.

Select A Xero Organization

After signing in to Xero:

• Open the organization dropdown.

• Select the organization you want to connect.

• Review the requested access information.

The selected organization will be used for the integration.

Allow Access

After selecting the organization:

• Review the information shown on the authorization page.

• Click Allow access.

After authorization, Xero redirects you back to Payrun.

You can then configure the integration settings and account mapping.

Verify The Connection Status

Once the connection is completed, the integration page displays the connection status.

The status changes to:

Connected

The integration page also provides access to:

• Auto sync settings

• Payroll account mapping

• Expense account mapping

• Remove integration option

Manage Auto Sync

Auto sync controls synchronization between Payrun and the connected Xero organization.

To change the setting:

• Open Settings → Integration → Xero.

• Locate the Auto sync option.

• Turn the toggle on or off.

The current status appears beside the toggle.

Configure Payroll Account Mapping

Payroll account mapping allows you to associate Payrun payroll categories with Xero accounts.

This helps organize payroll information between both systems.

To configure payroll mapping:

• Open the Payroll section under Account Mapping.

• Locate the Payrun category.

• Open the Xero account dropdown.

• Select the appropriate account.

• Repeat the process for other categories.

Configure Expense Account Mapping

Expense account mapping allows you to connect expense categories with Xero accounts.

To configure expense mapping:

• Expand the Expense section.

• Locate the expense category.

• Select the corresponding Xero account.

• Repeat the process for additional categories.

Remove The Xero Integration

You can disconnect Xero from Payrun at any time.

To remove the integration:

• Open Settings → Integration → Xero.

• Click Remove Integration.

• Review the confirmation message.

• Click Remove.

After removal:

• The Xero connection is disconnected.

• The integration status changes from Connected.

• Synchronization between Payrun and Xero stops.

Next Steps

After connecting Xero and completing account mapping, your integration setup is complete.

You can return to the integration page at any time to:

• Review the connection status

• Manage auto sync

• Update account mapping

• Disconnect the integration if needed

Note: Changes made to account mapping affect future synchronization activities within the connected integration.