Xero Connection Error - How to Enable Payroll

If you've received the Xero Connection Error message, it means your Xero account does not have Payroll enabled. RosterElf requires Xero's payroll feature to manage your employee data seamlessly. This guide explains how to check and enable the payroll settings in Xero to ensure smooth integration with RosterElf. By following these steps, you can resolve the connection issue, connect Xero to RosterElf, and take advantage of Xero’s payroll dashboard features. This setup ensures your payroll data is managed efficiently, reducing manual tasks and helping you keep employee records up-to-date.

1. Checking Organisation Type in Xero

To connect RosterElf with Xero, you need to set the Organisation Type in Xero, ensuring it’s compatible with RosterElf. This step is essential to start using Xero for payroll and avoid connection issues.

1.1 Setting Organisation Type in Xero

1.1.1 Log in to your Xero account.

1.1.2 Go to Organisation Details from the main menu.

1.1.3 Check the Organisation Type setting, considering the types supported by RosterElf.

1.1.4 If needed, update the Organisation Type to align with RosterElf’s requirements.

1.1.5 Save changes before proceeding.

2. Enabling Payroll in Xero

Enabling payroll in Xero is necessary for full functionality with RosterElf. Follow these steps to enable payroll and avoid the Xero Connection Error message. Once payroll is active, you can manage employee data directly in Xero’s payroll dashboard.

2.1 Accessing the Payroll Dashboard

2.1.1 Go to Xero Payroll Dashboard.

2.1.2 Check if payroll is already set up.

2.2 Preparing Xero for Payroll

For more detailed setup, refer to Xero’s payroll guide.

2.2.1 Follow the preparation steps in Xero’s payroll article.

2.2.2 Confirm all required payroll fields and settings are completed.

3. Reconnecting Xero to RosterElf

Once payroll is set up in Xero, you’re ready to reconnect to RosterElf. This process ensures that RosterElf can access necessary payroll details, eliminating previous connection errors.

3.1 Retrying the Xero Connection in RosterElf

3.1.1 Return to RosterElf and click Try Again to reconnect to Xero.

3.1.2 Verify that the connection is successful and no error messages appear.

Resolving Xero Connection Errors for Payroll

1. Why am I seeing the Xero Connection Error message?
The Xero Connection Error appears when payroll is not enabled in your Xero account. RosterElf requires Xero's payroll feature to manage employee data. Enabling payroll in Xero should resolve this issue.

2. How can I enable payroll in Xero for RosterElf?
To enable payroll, go to the Xero Payroll Dashboard and follow the setup steps. Once complete, payroll data will sync with RosterElf, allowing seamless integration.

3. What is the Organisation Type setting, and why is it important?
The Organisation Type in Xero needs to align with RosterElf's requirements for successful integration. You can check and update this setting in Xero’s Organisation Details section.

4. How do I check if payroll is already set up in Xero?
Visit the Xero Payroll Dashboard to see if payroll is active. If payroll is not set up, you will need to follow Xero’s guide to enable it for use with RosterElf.

5. How can I reconnect Xero to RosterElf after enabling payroll?
Once payroll is enabled, go back to RosterElf and select Try Again to reconnect. This should resolve any previous connection errors and allow access to Xero's payroll features in RosterElf.