Help Centre/Paycycle How To Guides/Paycycle & Xero Integration

Importing Tracking Categories from Xero

Joe Salvati
posted this on December 16, 2011 04:31 pm

This article will explaing the process of how to import your Tracking Categories from Xero

Step 1

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To access Tracking Cateories go the the Settings drop down menu and choose Tracking Categories.

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From the Tracking Categories page click the Import From Xero button.

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A pop up window will now appear asking you to Authorise your Xero Account. If you wish to continue hit the Authorise button.

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You will now be redirected to the Xero website where you will be asked to loging in order to authrosie Paycycle to access your Xero account.

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Once you have logged in, select the organistation you wish Paycycle to access and hit Authorise.

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Once authorisation is complete you should see the above screen and then be redirected to Paycycle.

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Now that you have been redirected to Paycycle you can choose which Tracking Categories you wish to import.

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Congratulations! You have sucessfully imported you Tracking Categories from Xero