Syncing Carbonate HR app with Xero Accounting

Are you using Carbonate HR app and the Xero accounting system? If so, we have good news for you. You can post the salary, claims, CPF contributions etc. directly to Xero from Carbonate HR app

Before sync Xero accounting with Carbonate please make payslips for the users already generated in the system.

It is very simple and easy process. With a few clicks, you will be able to manage the staff's payroll and will also hand it over to the accounting department.

Let's see how it works.

Step 1

Login to Carbonate HR app with an admin account and click on the Payroll

Step 2

Click on the “Payslip History” button at the top right side of the page

Step 3

Click on “Connect to Xero” button at the top right side of the page

Step 4

After clicking the connect button, a new page will load asking you to log in to your Xero account.

Step 5

After logging into Xero successfully, Click on the “Allow Access” button and you will be taken back to Carbonate page. You will see Xero connected with Carbonate

Step 6

Once you are back on the Carbonate page, you will see the disconnect button at the top of the page.

Step 6

Look for all the payslips you wish to sync with Xero. You may filter the payslips by company/entity, outlet, all the payslips at once or even one particular staff. Once you have filtered the data, select one, multiple or all the payslips.

You will see two options to sync the data,

  • Individually Itemised
  • Itemised Lumpsum
Individually Itemised

You can select Individually Itemised.

Itemised Lumpsum

You can also select Itemised Lumpsum.

Step 7

To verify if the was successfully synced with Xero, you may log in to your Xero account and check if all the data is in Xero.

Click on “Business” in the main menu and then click on “Bills to pay”

Step 8

You will see all data in Xero.

If you have synced individually itemized, you will see one entry for each staff for each payslip (in case more than one payslip)

If you have synced itemized lumpsum, you will see one file with all the types of payments. For example, you will see separate items for basic pay, overtime, CPF contribution etc.

Sample of Individually Itemised payslip

Sample of Individually Itemized payslip entry on Xero

Sample of Itemised Lumsum payslip

Sample of Itemized Lumsum payslip entry of merged payslips of more than one staff

Step 9

Once you are done syncing the data from Carbonate to Xero. Click on the disconnect button at the top of Carbonate page

Watch a quick video on how to sync the data from Carbonate to Xero

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