Creating and managing mappings

When uploading a file you may see an error that has a link to Create a Mapping.

In Payroll, mapping is available for:

• Employee
• Type (Earnings Rate / Pay Item)
• Tracking Code (if enabled in Xero)

In Projects, mapping is available for:

• Projects
• Users
• Tasks

This option lets you map the value in your file to a valid value in Xero. The mapping applies to the current upload and any future uploads (until the mapping is edited or deleted).

Type (Earnings Rate / Pay Item) mappings may also be mapped to different values for each employee.

Mappings can also be created without loading a file by selecting Mapping from the menu.

Create a Mapping

To create a mapping, click the link and select the value you want to map:

Edit a Mapping

To edit a mapping, click the mapped value, select a new value and click Save Mapping. The new mapping will be used for the current and all future uploads (until the mapping is edited or deleted).

Excluding Lines

You may optionally exclude mapped lines from your file if you don't want to see or process them. To do so, select *EXCLUDE* from the menu.

Any mapped lines will be removed from your file when it is validated. This can be useful if you have data in your file that does not need to be uploaded.

In the example below, any lines where the full_name is Jimmy Lebron would be excluded.

To exclude values that are not in error, follow these instructions.

Delete a Mapping

To delete a mapping, click the mapped value and click Delete Mapping.

Download All Mappings

To download your mappings, go to the Mapping screen from the menu and select download from the table.