Xero Australia initial setup

In this article, we show you how to setup the integration between Tātou and Xero Australia.

This is a technical article.

Currently, the native integration is composed of two main parts:

Entity

Description

Direction

Employee

Creating, updating or setting a termination date^* for an employee on Xero automatically does the same in Tātou.

^* Setting a termination date makes the employee inactive in Tātou.

Xero → Tātou

PayPeriod

Creates Xero Pay run and updates Payslips based on Tātou timesheets.

Tātou → Xero

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.

Navigate to Organisation / Integrations / Connections and create a new connection.

Select Xero as your provider and save

Click on “Connect” to start the authentication process with Xero

This will redirect you to authenticate with your Xero account. Please review the necessary permissions and allow access.

After a successful connection, you should be able to see the “Connected” status:

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	`tatou_token` = `<your Tātou restful api token>`
Trigger type	Schedule

This is how it should look:

Pay period webhook