If you're switching from Xero to Tanda Payroll, you can quickly import your employee payroll data automatically to Tanda by following the steps below.
Note that both Tanda Payroll and a Xero Integration need to be active to complete this process.
Importing Employee Details
Connect your Xero account (if not already connected).
Go to Payroll > Payroll Settings > Import/Export.
Scroll to the bottom and click Import from Xero.
Click Next to retrieve your data from Xero.
Review the employee data that will be imported. You can see exactly which fields will be imported for each employee before finalising it. If there is no matching profile in Tanda for the one in Xero, a new profile will be created for them in Tanda.
Click Next to complete the import.
What can be imported?
See below for the fields that can be imported into Tanda using this tool:
Available fields
Available fields
Employee Details
Name
Legal first name
Legal middle names
Legal last name
Email
Phone/Mobile
Date of birth
Gender
Employment start date
Yearly salary
Contracted weekly hours
Tax Declaration
Australian tax residency status
Pay basis
Income type
Tax scale type
Employment type
Claim the tax-free threshold
HELP/SSL/TSL debt
Financial Supplement debt
Senior marital status
Address Details
Street line one
Street line two
City
State
Postcode
Country
Bank Accounts
BSB
Account number
Account name
Super Fund Memberships
Fund name
USI
ABN
Super fund type
Electronic service address
Member number
Super Fund Contributions (non-SGC only)
Super fund
Mandatory super contribution
Fixed amount
Earnings percentage
Reduces gross income
Post-tax contribution
Recurring Deduction Templates
Deduction type name
Reduces tax
Reduces super
STP Category
Fixed amount
Percentage of earnings
Leave Balances
Leave type name
Opening balance
Type of units
Opening Balances YTD
Earnings Rates
Super Contributions
Deduction Types
Finalising in Xero
Once you've finished setting up Tanda Payroll, and especially if you're transitioning mid-financial year, you'll need to remember to finalise staff in Xero to make sure everything goes smoothly at EOFY.