Export from WorkflowMax and import to UpSheets
UpSheets has been designed to make it easy for WorkflowMax users to export their data and upload it to Xero Payroll. View the WorkflowMax add-on pageGetting started
1
Sign up for an UpSheets account
Sign up with your details and click Sign Up to create your account.
2
Connect to Xero
Select Settings from the top right menu, select WorkflowMax in the Partner App field and save. Click Connect, then Allow Access to approve the connection. To upload WorkflowMax timesheet data to Xero payroll, you first need to connect UpSheets to Xero.
3
Download CSV from WorkflowMax
Go to Reports > Report Builder > Sample Reports in WorkflowMax. Select the report named Timesheets – UpSheets Pay Run Import. Check your date filters to match your current pay period and export the report to a CSV file.
4
Import CSV file to UpSheets
Select Timesheets and Leave as the import options. Select the file you exported from WorkflowMax. Click to import the data from your file to UpSheets.
5
Validate your file with Xero
Click Validate to check your data with Xero. The validate screen lets you see your data and match the column headings. As your file has come from WorkflowMax, your data will be matched automatically.
6
Review and map your data
The first time you use UpSheets, you may need to map some employee and pay data with what is set up in Xero. These mappings will then be applied to future uploads (or until modified or deleted). Verify that all your pay codes are pre-populated correctly.
7
Upload your data
Click Upload, review any messages and click again to upload the data to Xero.
8
Approve timesheets and add pay runs
If you have uploaded draft timesheets, you can approve them all. You can also select and create any required pay runs in Xero, all without leaving UpSheets.