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.
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 (first, middle, last)
- Phone/mobile
- Gender
- Date of birth
- Employment start date
- Yearly salary (if salaried)
- Contracted weekly hours (if salaried)
Home Address
- Street line 1 & 2
- City
- State
- Postcode
- Country
Bank Account
- BSB
- Account number
- Account name
Tax Declaration
- Income type
- Employment type
- Employment basis
- Tax scale type
- Australian tax residency status
- Tax free threshold claimed?
- HELP debt
- SFSS debt
- Senior marital status
Super Fund Memberships
- Fund name
- USI
- ABN
- Electronic service address
- Member number
Super Contributions (non-SGC only)
- Contribution type
- Fixed amount or percentage
Deduction Templates
- Deduction type name
- Reduces tax flag
- Reduces super flag
- STP category
- Fixed amount or percentage
Leave Balances
- Leave type name
- Opening balance amount
Opening Balances (YTD)
- Super fund: amount, mandatory/non-mandatory, by fund, by FY
- Deductions: aggregated by STP category, by FY
- Earnings: amount, type (ordinary/overtime/allowance/directors fees), allowance subtype, by FY
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.