XERO Integration

Getting Started

To connect ConstructionClock with Xero:

  • Navigate to the Connected Software section within ConstructionClock.
  • Click button ‘Connect to XERO’.
  • You will be redirected to Xero to select your organization and grant access by clicking ‘Allow Access’.
  • After confirmation, close the tab and return to ConstructionClock.
  • Optionally, you can choose to import employees from Xero into ConstructionClock.

FAQ’S

Connection & Setup

Q: How do I connect my ConstructionClock account to Xero?

A: In ConstructionClock, go to Connected Software, select Xero, and click Sync Account. When the confirmation popup appears, click Yes. You’ll be redirected to Xero to select your organization and click Allow Access. Once confirmed, close the tab and return to ConstructionClock.

Q: Can I connect to more than one Xero organization?

A: Yes. You can connect to multiple organizations, but timesheets must be exported separately for each one.

Q: What permissions does ConstructionClock request when connecting to Xero?

A: ConstructionClock requests permission to read and write payroll-related data, including employee details, pay periods, and timesheets, so it can import employees and export timesheets.

Q: Do I need admin access in Xero to set up the integration?

A: Yes. You need payroll administrator permissions in Xero to grant access and allow ConstructionClock to manage employees and timesheets.

Employee Import & Matching

Q: How does ConstructionClock match employees to Xero contacts?

A: ConstructionClock initially matches by phone number. If no match is found, it matches by first and last name (first+last or last+first are treated the same).

Q: What happens if an employee exists in ConstructionClock but not in Xero?

A: Create the employee in Xero first. Then use Connected Software → Xero → Import Employees to bring them into ConstructionClock (or ensure the phone number/full name matches so the ConstructionClock user links during export).

Q: What happens if an employee exists in Xero but not in ConstructionClock?

A: You can import them using the Import Employees function in the Connected Software → Xero.

Q: What phone number format should I use for matching?

A: Use the full international format, including the country code (e.g., +1 for US/Canada).

Timesheet Export

Q: Can I export timesheets for multiple pay periods at once?

A: Yes. You can export timesheets for different pay periods in a single export, as long as each employee has at least one timesheet for each exported pay period. The only limitation is that timesheets for each organization must be exported separately.

Q: Why is my timesheet export failing?

A: Common reasons include incorrect pay period range, missing earnings rate in Xero, unmatched employees, or existing timesheets that conflict with the export period.

Q: Can I re-export a timesheet after correcting errors?

A: Yes, once the error is resolved (e.g., updating the pay period, earnings rate, or matching employees), you can re-run the export.

Q: What happens if a timesheet already exists in Xero for the same period?

A: If the timesheet is in Draft status, it can be updated. If it’s Approved, you must revert it to Draft or delete it before re-exporting.

Q: Do exported timesheets overwrite existing ones in Xero?

A: Only if the existing timesheet is in Draft status. Approved timesheets cannot be overwritten.

Pay Periods & Settings

Q: How do I find my employees’ pay periods in Xero?

A: In Xero, go to Payroll → Employees, select the employee, and check the Calendar field. For full date ranges, go to Payroll Settings → Pay Frequencies and open the pay period.

Q: Can employees have different pay periods in the same organization?

A: Yes. Ensure that each employee is assigned the correct pay period before exporting.

Q: Why is my pay period range showing as wrong during export?

A: The range in ConstructionClock must exactly match the pay period in Xero for each employee.

Tracking Categories

Q: Does ConstructionClock support Xero Tracking Categories?

A: ConstructionClock does not have internal tracking categories.

Q: How are tracking categories applied to exported timesheets?

A: Exported timesheets are assigned Xero’s default category option and can be managed in Xero after export.

Q: Can I change tracking categories in ConstructionClock before export?

A: No. Tracking categories must be adjusted in Xero after the export.

Error Handling

Q: What should I do if the earnings rate is not set in Xero?

A: In Xero, open the employee profile, go to the Employment tab, and set an earnings rate.

Q: What does “No matching employee found” mean and how do I fix it?

A: This error occurs when the employee has not been created in Xero. To export timesheets, create the employee in Xero first.

Q: Why can’t I change the period of an existing timesheet?

A: Xero prevents changing a period if there are later draft timesheets or if the timesheet is approved. Approve or delete later drafts, or revert the approved timesheet to Draft before trying again.

Disconnecting

Q: How do I disconnect ConstructionClock from Xero?

A: In ConstructionClock, go to Connected Software, select Xero, and click Disconnect Account. In Xero, go to Settings → Connected Apps and disconnect ConstructionClock.

Q: Will disconnecting remove my existing data in either system?

A: No. Existing data in Xero and ConstructionClock remains unchanged. Only the connection is removed.

Data Flow Diagram

Data Flow Diagram Image