This article is designed for: User Type: Admins or Managers Device: Web Browser
Introduction
Importing staff data from RosterElf to Xero can save you time and ensure accuracy in your payroll system. This guide will show you how to export your staff details from RosterElf and import them into Xero in bulk using a CSV file.
Steps to Import Staff from RosterElf to Xero
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Export Detailed Staff Report from RosterElf
- Log in to your RosterElf account.
- Go to the main top menu and select "Reports".
- Click on "Detailed Staff Report".
- Download the report as a CSV file.
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Amend the CSV File
- Open the CSV file in your preferred spreadsheet software (e.g., Excel).
- Adjust the columns to match Xero’s requirements. This may involve renaming columns, reordering them, or ensuring that all necessary fields are included.
- For detailed instructions on the required format, follow the guide from Xero: Add multiple employees in Xero.
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Import the CSV File into Xero
- Log in to your Xero account.
- Go to the payroll section.
- Select the option to import employees and choose the CSV file you amended.
- Follow the on-screen instructions to complete the import process.
Tips for a Smooth Import
- Check for Errors: Ensure there are no missing or incorrect data entries in the CSV file before importing.
- Backup Your Data: Save a copy of the original CSV file in case you need to revert any changes.
- Consult Xero Support: If you encounter any issues, refer to Xero’s help centre or contact their support for assistance.
Conclusion
Following these steps, you can efficiently import your staff data from RosterElf to Xero, streamlining your payroll process and reducing manual data entry errors.