This page covers everything about how Xero and AutoPay are integrated.

Getting started - Setting up the Xero Integration with AutoPay

Navigate to Integration Settings and click on “Edit” for the Xero Payroll Integration

Click on “Connect to Xero” after authorising the access you will be re-directed to AutoPay and see the connected Organisations.

Dataflow between AutoPay and Xero

Syncing Employees from Xero into AutoPay

Click on Employee Mappings on the left menu and click on “Sync Employees”, this will sync employees from Xero into AutoPay.

How to submit Timesheets from AutoPay to Xero

Click on Timesheets (Target) → “New Xero Timesheet”

How to submit Invoices from AutoPay to Xero

For ABN contractors the employee mapping contains the Xero Contact which is linked to the timesheet data, this is a one off setup step.

Click on “Invoices (Target)” then click on “+New”

Select the contractor using the auto-complete field.

Adjust the from and to fields (if required). Click “Next”

Click “Submit to Xero”

The Invoice will appear as a Bill for the configured contact in Xero.

FAQ

Getting Started

Q: How do I set up the Xero Integration with AutoPay? A:

1. Navigate to Integration Settings and click on “Edit” for the Xero Payroll Integration.

2. Click on “Connect to Xero.” After authorising access, you will be redirected to AutoPay and see the connected organisations.

3. Click on “Add Organisation” to connect more organisations to AutoPay.

4. To remove an organisation, click on “Remove Organisation.” This will remove the Xero access.

5. Grant AutoPay access to Xero data to submit timesheets and invoices.

Dataflow Between AutoPay and Xero

Q: How does data flow between AutoPay and Xero? A: Data flows through several key processes:

• Syncing employees from Xero into AutoPay

• Submitting timesheets from AutoPay to Xero

• Submitting invoices from AutoPay to Xero

Syncing Employees

Q: How do I sync employees from Xero into AutoPay? A:

1. Click on Employee Mappings on the left menu.

2. Click on “Sync Employees.” This will sync employees from Xero into AutoPay.

Submitting Timesheets

Q: How do I submit timesheets from AutoPay to Xero? A:

1. Click on Timesheets (Target) and then “New Xero Timesheet.”

2. AutoPay will list all active employee mappings and the available timesheet data to submit to Xero.

3. Click on “Create,” and AutoPay will submit the data to Xero.

Submitting Invoices

Q: How do I submit invoices from AutoPay to Xero? A:

1. Click on “Invoices (Target)” and then click on “+New.”

2. Select the contractor using the auto-complete field.

3. Adjust the from and to fields if required. Click “Next.”

4. Click “Submit to Xero.”

5. The invoice will appear as a bill for the configured contact in Xero.

Q: How do I configure ABN contractors for invoice submission? A: The employee mapping contains the Xero contact linked to the timesheet data, which is a one-time setup step.

Troubleshooting

Q: What should I do if I encounter issues with the Xero integration? A: Ensure all settings are correctly configured as per the setup instructions. If issues persist, refer to AutoPay’s support documentation or contact their support team for further assistance.