Requirements for uploading payslip data (earnings, reimbursements, deductions, leave accruals) to Xero from CSV files in New Zealand. NZ only – not available in UK.
(Download Sample)Payslips are available for New Zealand organisations only.
United Kingdom Xero organisations cannot upload or edit payslips through UpSheets. This is because Xero does not allow any third-party app to create, upload, or edit UK payslips.
Heading
Description
Format
Notes
first_name
The first name of the employee.
Text
Required
last_name
The last name of the employee.
Text
Required
type
The Pay Item type. Must match the text of an active Pay Item defined in Xero.
Text
Required
rate
The amount or rate of the transaction. The calculation type determines how this is used.
The field values required in an upload file depend on the type of pay item being uploaded as described in the table below.All payslip lines use the same file format and ALL fields must be included in the file, even if left blank. This enables you to upload multiple pay item types in a single file and process them at once.For example, the Hours column is required even when loading a deduction or reimbursement but the value should be left blank as per the table below. Likewise, some pay item types require the Rate or Hours column to be left blank as per the table below.
Pay Item Type
Rate
Hours
DEDUCTION
The total amount to be deducted in dollars. Value must be greater than 0 OR leave blank to use the amount defined on the pay item in Xero
Leave blank
REIMBURSEMENT
The total amount to be reimbursed in dollars
Leave blank
OR the rate per unit. Note – Xero only allows the upload of Reimbursements defined as Fixed Amount. If both Rate and Hours are provided, UpSheets will calculate the total and upload it as a fixed amount and add the Rate and Units as the description. You may need to define a new pay item as Fixed Amount in Xero to allow this.
The number of units
EARNINGS
If the pay item in Xero is set as FIXED_AMOUNT: The total amount in dollars
Leave blank
If the pay item in Xero is NOT set as FIXED_AMOUNT: The rate per unit earnings. OR leave blank if a Rate Per Unit value is set in Xero.
The number of units worked
LEAVE ACCRUAL
Leave blank
The number of hours to be accrued
STAT_DEDUCTION
The total amount in dollars
Leave blank
SUPER
The total amount in dollars
Leave blank. Set Description field to SUPER
You may use a single full_name column instead of first_name and last_name.
Payslip rows do not need a date. They upload to the draft pay run in Xero. If UpSheets shows the wrong week, see Wrong Pay Period.
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