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To enable the integration, it’s necessary to create a Connection (authentication) and Webhooks in Tātou. Please follow the next steps to set them up correctly.
Before you start
Make sure you have a Xero account with Payroll permission;
Make sure you have Administrator permission in Tātou;
If not enabled yet, ask Tātou team to enable the RESTful API to your account;
If you already have employees in Tātou, make sure the First name, Last name, and e-mail are identical in both Tātou and Xero.
Setting a new connection with Xero
Xero uses OAuth 2.0 as the authentication method. To connect both systems, you need to create a new Connection in Tātou.
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After a successful connection, you should be able to see the “Connected” status:
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Webhook configuration
This integration requires two webhooks to be set. To know more about how Tātou webhooks work, please click here.
Employee webhook
Webhook configuration:
Field | Value |
|---|---|
Name | Xero - Employees Sync |
Description | Sync employees from Xero to Tātou twice a day |
URL | https://integrations-tatou.app/production/xero-au/employees |
Connection | Use the previous connection created (Xero) |
Request params |
|
Trigger type | Schedule |
This is how it should look:
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Pay period webhook
Webhook configuration:
Field | Value |
|---|---|
Name | Xero - Pay period |
Description | Submit pay period to Xero, creating a Pay run and Payslip earning lines |
URL | https://integrations-tatou.app/production/xero-au/pay-period |
Connection | Use the previous connection created (Xero) |
Request params |
|
Trigger type | Event |
Event subscription | Pay Period - Send |
This is how it should look:
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