How to import Employees from Xero
Overview
Learn how to import employees from your connected Xero account into Myaccountant. This guide walks you through importing staff records in just a few clicks.
Import Employees from Xero to My Accountant App
Open the Employees Section
1. - In the side menu, go to Payroll > Employees.
2. On the Employees page, click the Options button (top-right corner). From the dropdown menu, select Import Employees from Xero.
Start the Import
3. A pop-up will appear. Click Start Import to begin importing employee data from your connected Xero account.
4. Once the import is complete, a confirmation message will display the number of employees successfully imported.
Click OK to finish.
Check Employee List
5. The imported employees will now appear in your Employees list.
Useful Tips
- 🔗 Make sure your Xero account is connected before importing. If not, you’ll be prompted to connect it during the process.
- 📝 Imported data may not include Tax File Numbers (TFNs), super details, or opening balances — be sure to review and update these manually.
- 🔄 You can re-import employees later if changes are made in Xero.
Useful Tips
- 🔗 Make sure your Xero account is connected before importing. If not, you’ll be prompted to connect it during the process.
- 📝 Imported data may not include Tax File Numbers (TFNs), super details, or opening balances — be sure to review and update these manually.
- 🔄 You can re-import employees later if changes are made in Xero.
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