Objective: You can set up Xero integration on Cadana to sync all your payroll transactions with Xero. In this article, we'll show you how to connect your Xero account to Cadana and automatically sync your transactions with your selected Xero bank account.
Steps to Connect to Xero
Step 1 - Select Integrations under the Settings tab on your Dashboard.
Step 2 - Select Xero on the Integrations and connected apps page and click Connect
Step 3 - Authorize Cadana to access your Xero account. You will be redirected to Xero's website to log in to your Xero account. Select your Xero organisation to allow access.
Step 4 - Customize your Xero integration
Cadana can sync your transactions to a dedicated Xero bank account. You can select an account in the customisation options.
In addition, you can select how you want Cadana to sync your Payroll data. Cadana can sync only the total payroll amount when you run payroll, or sync each individual payroll line item.
Click on Connect to complete your Xero integration.
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