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Sync staff list with Xero

By Sean Wyse Updated 12 January 2026 3 min read

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This article provides a step-by-step guide to help you link and unlink staff members in RosterElf using the Xero integration. With this process, you can manage staff connections and resolve any syncing issues that might arise. By following these instructions, you’ll ensure that each staff member in Xero is correctly linked to an employee in RosterElf, making your payroll and rostering process smoother. class="mb-6 text-gray-700" > In this section, you’ll learn how to link staff members from Xero to RosterElf. Linking ensures that each Xero employee appears in RosterElf, so you can manage schedules, payroll, and other related tasks seamlessly. Follow these steps to connect your staff members quickly.

Frequently asked questions

1. Why should I link staff in RosterElf to Xero?

Linking staff in RosterElf to Xero enables seamless management of schedules, payroll, and syncing, ensuring each staff member’s data is consistent across both platforms.

2. What issues could arise if staff are not correctly linked in Xero and RosterElf?

Incorrect linking can cause payroll or rostering mismatches, leading to errors in pay, scheduling, or reporting. Ensuring staff are linked correctly prevents these issues.

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1.1 Steps to Link Staff

1.1.1 Go to the Settings tab in RosterElf.

1.1.2 Select Xero Employees from the menu.

Screenshot showing RosterElf's Xero Employees page

1.1.3 Click Link next to each staff member in the Pending tab.

Screenshot highlighting the Link button for pending staff 2. Unlinking Staff in RosterElf Using Xero Integration This section explains how to unlink staff members in RosterElf from Xero. Unlinking is necessary if a staff member’s information isn’t syncing properly or if a staff member no longer needs a Xero connection. Follow these steps to unlink a staff member.

2.1 Steps to Unlink Staff

2.1.1 Go to the Settings tab in RosterElf.

2.1.2 Click on Xero Employees and navigate to the Linked tab.

Screenshot of the Linked tab under Xero Employees

2.1.3 Locate the staff member you wish to relink.

2.1.4 Click on the Relink button next to their name to relink the profile from Xero.

Staff management interface in RosterElf class="mb-6 text-gray-700" > In this section, you’ll learn how to reset all linked staff members from Xero to RosterElf. Re-linking ensures that each Xero employee appears in RosterElf, so you can manage schedules, payroll, and other related tasks seamlessly. Follow these steps to connect your staff members quickly.

3.1 Steps to reset all employee sync

3.1.1 Go to the Settings tab in RosterElf.

3.1.2 Press Xero Employees.

Screenshot showing RosterElf's Xero Employees page

3.1.3 Press Reset Employee Sync.

Staff management interface in RosterElf FAQs on Linking and Unlinking Staff with Xero 1. How do I link staff in RosterElf using Xero integration?
To link staff, go to the Settings tab in RosterElf, select Xero Employees, then click Link next to each staff member in the Pending tab. Choose an employee from the list to complete the linking process.

2. Why should I link staff in RosterElf to Xero?
Linking staff in RosterElf to Xero enables seamless management of schedules, payroll, and syncing, ensuring each staff member’s data is consistent across both platforms.

3. How can I unlink a staff member from Xero in RosterElf?
To unlink, navigate to Settings in RosterElf, select Xero Employees, go to the Linked tab, locate the staff member, and click the Unlink button to disconnect them.

4. What issues could arise if staff are not correctly linked in Xero and RosterElf?
Incorrect linking can cause payroll or rostering mismatches, leading to errors in pay, scheduling, or reporting. Ensuring staff are linked correctly prevents these issues.

5. Can I relink a staff member after unlinking them in RosterElf?
Yes, you can relink a staff member after unlinking. Follow the linking process by going to Settings, selecting Xero Employees, and clicking Link next to the staff member’s name in the Pending tab.