This article explains how to set up and use the newly developed Xero API Integration feature in Venus. This integration allows you to directly transfer payroll and remittance journals to Xero without manual CSV exports.
1. Initial Configuration (API Setup)
Before using the transfer feature, you must configure your Xero API credentials in Venus. This is a one-time setup.
Navigate to Data Entry on the top menu and select API Setup.
The API Values window will appear.
Enter your Xero credentials provided by your administrator:
Xero Client ID
Xero Client Secret
Click OK to securely save the settings.
2. Accessing Journal Screens
You can initiate the API transfer from both the Journal Payslips and Journal Remittances screens.
Go to Accounts on the top menu.
Select either:
Journal Payslips (for staff payroll)
Journal Remittances (for subcontractor payments)
3. Transferring Data via API
Once you open the journal screen, you will see the newly added Transfer via API button.
Select the Period: Choose the appropriate Account Period for the payroll data you wish to process.
Retrieve Data: Click the refresh control to load the journal lines on the data window grid.
Initiate Transfer: Click the Transfer via API button located at the top right of the window.
Confirm the Action: A confirmation prompt will appear asking:
"Ready to transfer the 'Payslip Journal' to XERO. Do you want to proceed with the API transfer?"
Click Yes to proceed.
4. Understanding Transfer Results
Success Response
If the integration successfully validates and processes the data, a success notification will appear.
Validation/Error Response
If Xero detects any structural or account mapping discrepancies, a Xero Validation Error dialog will pop up showing specific error descriptions directly from Xero.