🔐Prerequisites
You must have 2FA (two-factor authentication) enabled on your ShiftCare account. To enable 2FA, please review this article.
Enable Xero Integration
Our integration with Xero allows you to import your staff and clients from your Xero account, as well as directly export time sheets and invoices from ShiftCare.
Navigate to Account >> Settings from the main menu.
Enable the Xero integration by toggling the Xero option on.
Connect to Xero
From the main menu, navigate to Integrations >> Xero
Click Connect to Xero
Select your Xero account from the drop-down menu, then click Allow access for 30 minutes
Import your Pay Groups from Xero
Xero Pre-requisites
You must have your Pay Items set up in Xero before importing them to ShiftCare. Your Pay Items are located in Payroll settings in your Xero application. For help on setting up your Xero Pay Items, refer to the help article Add a custom Pay Item in the Xero Help Centre.
Below is an example of Xero Pay Items set up in Xero.
ShiftCare Pre-requisites
ShiftCare has a Default Casual pay group pre-loaded. You may want to add or modify pay item names and/or times to match your organisation. For more information on setting up Pay Groups and Pay Items in ShiftCare, refer to our help article on Managing Pay Groups and Pay Items.
Below is an example of the Default Casual pay group in ShiftCare that we'll be using for this setup.
From the main menu, navigate to Integrations >> Xero
Click Set Now under the Pay Group section
For reference, below is an example of the Pay Group (Default Casual) and Pay Items (Sunday, Public Holidays) in ShiftCare. These will be matched to the Xero Pay Items described below.
Select the Pay Group from the drop-down menu. In the example below, we are using the Default Casual Pay Group described above.
Now, using the drop-down menus on the right, match the Xero Pay Item to the Pay Items you've set up in ShiftCare.
Click Save All to save your selections.
Repeat as necessary for any additional Pay Groups you've set up.
Your Pay Groups and Pay Items are now set up and synced to Xero.
Import your Allowances from Xero
Xero Pre-requisites
You must have your Allowances set up in Xero before importing them to ShiftCare. Your Allowances are located in Payroll settings in your Xero application (in the same location your Xero Pay Groups reside). For help on setting up your Xero Allowances, refer to the help article in the Xero Help Centre Adding Allowances to Pay Items.
ShiftCare Pre-requisites
ShiftCare has Default Allowances pre-loaded. You may want to add or modify Allowances to match your organisation. For more information on setting up Allowances in ShiftCare, refer to our help article Setting up Allowances.
Below is an example of the default Allowances in ShiftCare that we'll be using for this setup.
Click Set Now under the Allowance section
Match the name of the ShiftCare Allowance (on the left) to the Xero Pay Item (using the dropdown menu on the right).
Continue until all your Allowances are matched.
Click Save All to save your selections.
Your Allowances are now set up and synced to Xero.
For information on using ShiftCare's Xero Integration to Import Staff and Clients from Xero, refer to our help article Import Staff and Clients from Xero.
For further assistance with setting up Advanced Xero Integration, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team support@shiftcare.com.