Xero Integration

A few setup steps are required to ensure seamless integration of your DayspringCare system with Xero. Enable Accounting System API and choose Xero as the Accounting system.
Please also ensure you know the credentials and company name of your company’s Xero account. 

If you have done so, please proceed as directed below.

1. Enable Accounting System API

First and foremost, you will need to enable the Accounting System API in DayspringCare.

1. Go to Settings → Organisation and click Edit at the bottom right of the page.

2. Scroll down to Accounting section.

3. Check the API box, and choose Xero from the Accounting System selection dropdown.

Click Save.

2. Initialise connection to Xero

After enabling the API, you need to initialise the connection from DayspringCare to Xero.

1. Go to Settings → Organisation and select Integrations tab.

2. Click Connect to Xero.

3. A pop-up from Xero will appear. Please enter your Xero login credentials.
4. Once you have been authenticated, select the Xero Company name that you would like to connect.
5. Once you are authenticated, select the Xero Company name that you would like to connect

3. Export Staff profiles as Employees in Xero

To get up & running quickly, instead of re-entering your staff profiles in Xero, you can export staff profiles by using Xero Employee report and import them as Employees.

Please refer to Xero Employee Report for instructions.

4. Synchronise Xero Data

Once you have connected DayspringCare and Xero, a continuous records exchange is needed to ensure Xero Live integration system operates.

The data flow of "Sync Xero Data" operation is as follows.

• Source: Xero

• Target: DayspringCare 

If you add new master data records such as Staff, Client, or Earning Rate (see Xero Term below table for the full list), you must manually re-synchronise to ensure that the following transactions are recorded properly. The synchronisation process will sync the following data:

To synchronise Xero records to DayspringCare.

1. Go to Settings → Organisation and select Integrations tab.

2. Click Sync Xero Data.

When do you need to Sync your Xero Data:

• After adding a new Staff

• After adding or updating Earning Rate names

• After adding a new Client

• Changes to the Payroll Calendar

• Changes to the Reimbursement Types

 

5. Checking synchronisation status

After synchronisation is done, you can check whether the newly added staff has been synchronised properly by going to Staff Profile → Misc. → External Accounting Info. Xero Reference ID will be shown for each synchronised staff.

Timesheets

You can push timesheets from DayspringCare to Xero for easier integration. The timesheets will be sent as  Draft Timesheets. You can go to your company’s Xero account to check and approve the timesheets.

Go to Report → Xero Timesheets Report and follow the steps. For more detailed information on how to push the timesheet, please refer to Xero Timesheets Report.

The diagram below explains the relationship between DayspringCare and Xero.

 

 

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Invoices

You can push invoices from DayspringCare to Xero for easier integration. The invoices will appear as  Draft Invoices. You can go to your company’s Xero account to check and approve the invoices.

Go to Report → Xero Invoices Report and follow the steps. 

This diagram shows the relationship/association between the DSC and Xero record types.

 

 

 

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Other Xero Data flows

 

Below is the list of Xero integration scheduled jobs

 

Staff Profile

On the Staff Profile, you can create an Employee record on Xero - by pressing "Link Xero".

 

Client Profile

On the Client Profile, you can create a Contact record on Xero - by pressing "Link Xero".

 

Payruns

On the Xero Timesheets report, DayspringCare retrieves (create or update) Payruns data from Xero.

 

Disconnect from Xero

If you no longer wish to use Xero Live integration or if you are switching to a different Xero account, you can Disconnect from the current Xero account.

To disconnect from Xero:

1. Go to Settings → Organisation Settings and select the Integrations tab.

2. On the Xero section, click Disconnect from Xero. 

 

FAQ

How do I disconnect from Xero?

If you no longer wish to use Xero Live integration or if you are switching to a different Xero account, you can Disconnect from the current Xero account. Please follow the steps outlined below.

DSC Xero Integration

 

 

 

When and how does data sync occur?

You need to run the “Sync to Xero”, please follow the steps outlined below

DSC Xero Integration

 

Where do I find the invoice in Xero once sent from DSC?

Once you run the Xero Invoice Report, at the end of the steps, you will be able to see DRAFT Invoices in Xero. You may find this in Xero by going to Business - Invoices - Draft tab.

 

Where do I find the Timesheet in Xero once sent from DSC?

Once you run the Xero Timesheet Report, at the end of the steps, you will be able to see DRAFT Timesheets in Xero. You may find this in Xero by going to Payroll - Timesheets

 

What doesn’t your integration do?

DSC currently supports the necessary sync functions for payroll and invoicing for Home Care providers. We are continuously improving our software, and if you require additional sync features for your business, please contact our Customer Success team at sales@dayspringcare.com.au.

 

How do payment processing fees appear in Xero?

DSC is a specialized NDIS and Aged Care management software. The fees pushed to Xero are industry-specific, including mileage claims, travel expenses, and other relevant costs. These will be displayed as follows:

 

 

 

 

 

How do I find more information about Xero in DSC?

DSC has a comprehensive library of knowledge base articles. After logging into DSC, you can access these resources through the HELP widget located at the bottom right corner of the screen. Simply enter relevant keywords, and the system will quickly provide you with the most relevant articles for easy access.