Moving from Xero payroll

If you've been using Xero to pay your employees but it's time for a change, we'd be happy to have you!

Moving to MYOB

First, subscribe to MYOB Business Payroll Only. You can then export your employee information from Xero and use our handy conversion tool to get the information into the right format. You can then import the information into MYOB Business.

After importing, you'll need to enter some additional employee details.

1. Export employee information from Xero

1. In Xero, download these reports as Excel files: 

   • Employee Contact Details 

   • Employee Remuneration 

2. Make sure you have the following information handy for each employee - you'll need to enter it later: 

   • tax file number (TFN) and income type 

   • superannuation fund and membership number 

   • bank details 

   • leave balances 

   • pay history (if the employee was paid this payroll year) 

3. Check your employees' payment frequencies.

4. Open the downloaded Employee Remuneration report in Excel.

5. Change the Pay Calendar for each employee to Weekly, Fortnightly, Monthly or Quarterly. These are case-sensitive. 

6. Save the file. 

2. Convert your employee information

You need to convert the information you downloaded from Xero so it's in a format that can be imported into MYOB Business.

1. Open the MYOB Business file that you'll be importing your employee information into.
   The address at the top of your screen will have a long string of letters and numbers followed by ‘/dashboard’ (if you are on your home dashboard screen).

2. In the address at the top of the screen, replace the text after the letters and numbers with ‘/xerotomyob’.
   

   

3. Upload the Employee Contact Details and Employee Remuneration reports you downloaded.

4. Click Convert files . A file with your converted data will be saved automatically.  

3. Import employee information into MYOB Business

1. In MYOB Business, click the settings ⚙️ menu and choose Import and export data.

2. For Data to import, choose Employees.

3. Upload the file named 'employee_data_for_MYOB_import.csv'

4. Click Import.

After moving to MYOB

Once your employees' details have been imported into MYOB Business, there's some additional things you'll need to do before you can pay your employees from MYOB Business.

Enter some additional employee details

There's some information you'll need to add for each of your employees in MYOB Business. Just go to the Payroll menu and click Employees, then click an employee to open their record. You can then enter:

• a tax file number and income type (on the Payroll details tab > Taxes tab)

• the employee's superannuation fund and membership number (on the Payroll details tab > Superannuation tab)

• their bank details (on the Payment details tab)

You can enter these details yourself, or you can send a request to the employee to enter these details themselves. This is also a handy way to get the employee to confirm their other personal and contact details.

Also, you'll need to enter the balance of any leave entitlements your employees have accrued but not yet taken, like annual leave or sick leave. Find out how to enter employee opening leave balances.

If you've paid the employees this payroll year, you'll also need to enter their pay history.

Finish setting up payroll

Finally, complete the rest of your payroll setup so you'll be ready to pay your employees. This includes setting up Single Touch Payroll and superannuation reporting.

For all the details see Set up payroll.

FAQs