Getting connected with Xero Australia

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

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

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

1. Make sure you have a Xero account with Payroll permission;

2. Make sure you have Administrator permission in Tātou;

3. If not enabled yet, ask Tātou team to enable the RESTful API to your account;

4. 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:

This is how it should look:

Pay period webhook

Webhook configuration:

This is how it should look:

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