simPRO to Xero Payroll Integration (One Way) Overview

simPRO to Xero Payroll Integration (One Way) Overview

  

Summary

This guide will give a detailed overview of every section and tab that you can find in your simPRO to Xero Payroll integration. This is applicable for a one-way sync.

Manage Timesheets



Fetch Timesheets from simPRO

This option allows the selection of all the employees who need to be added for fetching data from simPRO. Then select the Pay Period to fetch the data.

Send Timesheets to Xero

Once employees and pay period are selected, select the employees from the Timesheets Listing and click Send Timesheets to Xero. This option allows sending Timesheets to Xero.

Delete from SyncEzy

This will delete the employee records from SyncEzy. 

Refresh App Data



Once the above fields are paired, click the Sync All Data button to refresh data from simPRO and Xero into the integration. Once clicked, please wait until the sync completes.

Details




App Name

This is the name of your integration.

SyncEzy-Email

This is the email you signed up with to access the integration portal on integrations.syncezy.com

Company ID

This is the connected simPRO company ID.

simPRO-URL

This is the URL of your connected simPRO account.

Xero Organisation

This is the name of your connected Xero account.

Integration Name

This setting is to give a custom name to your integration.  Click on the pencil icon to edit and click save when you are done. You can enter 70 characters maximum.

Notification Emails

That is where you enter the email address to receive notifications about your sync status. You can change it or add multiple emails (separate each email with a comma). 

Employee Pairing



In the Employee Pairing tab, you will have a list of employees added to your simPRO and Xero accounts. This tab allows you to sync the employee's name and profile from SimPRO to Xero.

Delete simPRO Employees

This option deletes all simPRO employees from the SyncEzy account.

Delete Xero Employees

This option deletes selected Xero employees from the SyncEzy account.

Activity Pairing




The Activity Pairing tab allows you to pair activities between simPRO and Xero accounts. You will need to pair the activity name similarly on both sides for it to sync. The left side are the SimPRO activities that are automatically fetched. The right side are the Xero pay items that you need to associate with a SimPRO activity.

Overtime Settings



The Overtime Settings tab allows adding overtime rules. Click on the pencil to edit and click on the bin to delete the existing entry.

Add New Rule



For adding new overtime rules, click on Add New Rule button fill in the details and Save.

Break Settings




In the Break Settings tab, you can add breaks. Click on the pencil to edit and click on the bin to delete the existing entry.

Add New Break 



For adding new breaks, click on Add New Break button fill in the details and Save.

Manage Profiles


The Manage Profiles tab allows adding the job profiles of employees. Enter the name of the job profile and click Save. To delete the record click on the bin under Action.

Calendar Settings



Xero Calendar Settings

This option allows setting the pay cycle for employees' payroll. Click the drop-down and select the pay cycle.

Normal Time Rounding

If the switch is toggled ON and when a full simPRO day is exactly 7.5 hours, it will be rounded up to 7.6 hours.

JobCard Timesheets Settings

If the switch is toggled ON, it will use JobCard Timesheets instead of using Schedule.

Data View



In the Data view tab, you can view data related to the simPRO to Xero sync. You can also export them as an Excel spreadsheet.


Plan Details


The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.

Customer Name

This is the name you signed up with on the integrations portal.

Customer Email

This is the email you signed up with on the integrations portal

Plan Name

This will always be the Integration name you purchased.

Plan Code

This is the code we use internally and it is related to the plan name.

Plan Price

This will show the amount you paid for the integration, depending on the plan tier and how long you have chosen to subscribe for.

Interval of Subscription and Interval - Unit of Subscription

These two fields are related and specify how many months or years you have opted to subscribe for.

Next Bill Date

This field specifies the next date you will be billed for the subscription.

Subscription Status

This field specifies whether your integration is live/trial or in another status.

Subscription ID and Subscription Number

These two fields are the references to your subscription. If you have any issues with your subscription, you can give either of these to SyncEzy Support Team to check.

FAQ

The FAQ tab is a button that will link you to the simPRO to Xero FAQ document.

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 Support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302



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