Planday And Xero - Our Integration

How Planday and Xero work together

Sync users’ data
Import all your employees’ core information from one system to the other.

Make Payroll a breeze
Simply run a report in Planday and push it to Xero in seconds. All hours and shift types will be synced to your Xero account with paychecks just one click away.

Stay on top of your salary costs
Track breaks, leave, absence and overtime in Planday and push it to Xero for an accurate and compliant overview of your costs.

What is Xero?

Xero is the world-leading online accounting software built for small business.

Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real time view of your cash flow. It’s small business accounting software that’s simple, smart, and occasionally magical.

Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere

Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.

Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Try Xero for free

Your business, connected

Simply activate the integration under the settings menu of your Planday portal and turn on the features you’d like.

Check out our setup guide to get started

Get started

With Planday, you also get these features

Create efficient schedules

Quickly build and communicate a staff schedule that works for you and your team by taking into account vacation, availability, workforce regulations and costs. Save your schedule as a template to save even more time in the future.

Get a complete overview

Use your dashboard to track revenue compared to payroll costs and understand how your business is doing. From there, you can also get a birds eye view of your staff’s activity and make quicker and smarter management decisions.

Keep your staff always updated

With our mobile and tablet Apps, you can easily keep your staff updated on their shift times, message them, send group updates or create events to make sure everyone’s on the same page – wherever they are.

Stay on top of worked hours

Quick get a transparent overview of worked hours and absence with our simple clock-in system that works on any device. Set clock-in location rules and round up shift times for easier and fairer payroll processing.

Stay Compliant

Free yourself from the labour compliance rules puzzle by quickly setting breaks, overtime pay, meals and everything in between. Align sales figures to control wage costs and create reports with a click to keep track of it all.

Connect your systems

From employee management, POS systems, and business analytics, we’ve got you covered with our integrations Partners. They work together so you can focus your time on what you do best – managing your business.