UpSheets payroll connect

Upload Synergy payroll data to Xero

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Administrators, System Administrators

We’ve partnered with UpSheets allowing you to export payroll data from Synergy and upload it to Xero.


Register for UpSheets

You can register for UpSheets by following this Register for UpSheets link

Connect UpSheets with Xero

UpSheets requires a connection to Xero to validate and upload your data.

You can connect to a new Xero Organisation by:

  1. Click the connect to Xero Button after logging in to UpSheets;

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  2. Click add organisation in the top right hand corner

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3. After this, you will be redirected to Xero where you will need to login and allow access to your organisation.

4.Once you have allowed access to Xero you will be redirected back to UpSheets where you will be able to view your connection status in the top right hand corner

Ensure settings align in both Synergy and Xero

Before downloading payroll data from Synergy, its crucial to ensure your ‘Earnings’ section in your Xero Payroll reflect the overtime rates in Synergy.

To view your overtime rates in Synergy:

Organisation menu > Settings > Financials > Overtime rates:

Xero Payroll Settings:

It is also crucial to ensure the tasks under the internal project stage 'Leave' in Synergy match your leave types in Xero

To view Leave tasks in Synergy:

Organisation menu > Settings > Timesheets > Internal project stages > open the 'Leave' Stage

In Xero:

Download payroll data from Synergy

In Synergy go to Organisation drop down > Reports

For timesheet payroll data

Run the TIMESHEETS - Payroll report for export of timesheet data

Edit the Transaction date range to the specific period you would like to export> select ok in the top right hand corner of the filters screen

Export your leave payroll data to Excel by selecting the table icon in the top right hand corner of the report

Once downloaded into Excel, open the file for editing and 'Save as' a .csv file format ready for importing into UpSheets

For leave payroll data

Run the LEAVE - Payroll report for export of leave data

Edit the date range of the Leave you would like to download by editing the transaction date filter > select ok in the top right hand corner of the filters screen

Export your leave payroll data to Excel by selecting the table icon in the top right hand corner of the report

Once downloaded into Excel, open the file for editing and 'Save as' a .csv file format ready for importing into UpSheets

Import the file into UpSheets and validate it

  1. On the UpSheets dashboard, select 'CSV file Upload' to upload your payroll reports from Synergy

  2. Specify whether this Timesheet or Leave payroll data

3.Select Import file

4. Check all of the data uploaded is correct > select 'Validate' in the bottom left hand corner

5. Once you have validated your data, select 'Upload to Xero' in the top right hand corner of the screen and upload on the pop-out menu.


You can view further information on UpSheets on their Getting Started knowledge base

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