CRM Connector Platform integration
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Xero + Jobber Integration
Connect Jobber and Xero so the field work and the books agree without retyping. Contacts, invoices and quotes sync in both directions. A payment recorded in Xero settles the Jobber invoice, and a Jobber invoice marked paid is recorded as a real payment in Xero.
- Invoices out of Xero, work into Jobber, payments back into the books. Both ways, automatically.
At a glance
What syncs between Xero and Jobber
Direction words mean exactly what they say. Two way means changes flow in both directions and the platform keeps the two systems agreeing. One way means data flows from the source into the destination.
| Record type | Direction | What that means |
|---|---|---|
| Contacts | Two way | Created or changed on either side, appears and updates on the other. |
| Invoices (sales invoices) | Two way | Created on either side appears on the other; number, dates and status stay in step. |
| Quotes | Two way | A Xero quote becomes a Jobber quote and the other way round; number and decision follow. |
You pick which system leads per two way record type. When the same record changed on both sides between syncs, the leading side wins.
What is mapped
Contacts, what is mapped
| Xero | Jobber | Notes |
|---|---|---|
| Contact name | Company name | In Xero the contact name is the organisation name. |
| First name | First name | |
| Last name | Last name | |
| Email address | ||
| Phone | Phone | Xero's default phone slot. |
| Street address | Billing address | Street, line 2, city, region, postal code, country. |
| Is a customer | Customer flag | A real Xero field, set the moment an invoice exists. |
Xero requires a unique contact name
The platform builds a sensible name (company first, then the person's name, then email) and updates existing contacts instead of colliding. Before creating a contact it looks for one that already carries the same email, then the same name.
No duplicates
Contacts are matched on their Xero id once linked; the Jobber side dedupes on email and phone before creating.
Customer flag without guesswork
Xero itself says who has been invoiced, and that powers the customers only and leads only sync filters.
What is mapped
Invoices, what is mapped
Only sales invoices (accounts receivable) sync; purchase bills stay out.
| Xero | Jobber | Notes |
|---|---|---|
| Invoice number | Invoice number | Travels both ways. |
| Date | Issued date | Set when the invoice is created. See the Xero rules below. |
| Due date | Due date | Travels both ways. |
| Status | Status | Draft, sent, overdue, paid, voided. See the status story. |
| Total | Total | Always the system's own calculated total. |
| Line items | Line items | Description, quantity, unit price, tax rate per line. |
| Contact | Client | The invoice is always attached to the right person on both sides. |
Line items, honestly explained
Line items travel when the invoice is created on the other side, complete with description, quantity, unit price and tax. After that each system owns its own lines. When the Xero total is higher than its lines add up to, the invoice created in Jobber gets one extra line, Tax and other charges, for the difference. Synced lines never pollute Jobber's products and services list.
Booked on the sales account
Every line written into Xero is booked on the organisation's sales account, because Xero needs an account on each line before an invoice can be approved. Before creating an invoice the platform checks whether Xero already holds that invoice number, so a number is never created twice.
In detail
The status story, both directions
Paid
A Jobber invoice marked paid becomes a payment recorded in Xero, applied to that invoice for the amount still owing, dated on the day it was paid, on a payment enabled account or the first bank account. In the other direction, an invoice paid in Xero is settled in Jobber using Jobber's own mark received. Always the open amount, never double counted.
Sent
A sent Jobber invoice is approved in Xero (draft to awaiting payment); an approved Xero invoice shows as sent in Jobber.
Overdue
Both systems judge overdue from the same due date, so they agree automatically.
Voided
A voided Xero invoice is voided in Jobber with Jobber's own void; a voided Jobber invoice is voided in Xero, and a draft is deleted, which is Xero's own path for drafts.
In detail
Xero's own rules, handled for you
Xero locks the issue date once money is applied
Rather than pretend the date travels and then quietly undo your edit, the issue date is set when the invoice is created and is not compared afterwards. The due date and the invoice number keep travelling both ways.
Voided or deleted invoices are left alone
A voided or deleted Xero invoice cannot be changed at all; the platform leaves it alone instead of erroring. Xero locks paid invoices and status transitions in specific ways, and the platform reads the invoice before every update so it never pushes a change Xero would refuse.
Un-voiding cannot travel
Xero cannot un-void an invoice at all. Reopening a voided invoice has to be done in both systems.
In detail
Quotes
Xero quotes and Jobber quotes sync both ways: contact, date, number, line items and total on create.
The decision follows, the way Xero allows it
Xero only decides a quote that was sent, so a Jobber quote the customer approved is first marked sent in Xero and then accepted or declined. Nothing ever moves backwards.
A decided Xero quote is left alone
Once a quote is accepted, declined or invoiced, Xero only takes contact details and notes, so the platform does not try to edit it.
Jobber decides in Jobber
A quote accepted in Xero does not approve the Jobber quote; only the customer or the office can do that in Jobber. A quote that arrives in Jobber from Xero always lands as a draft, and the office sends it from Jobber when it should go out.
How the sync stays safe
Built to never damage your data
Change detection with server side filtering
Xero is asked only for records modified since the last run, and reads are done in the largest pages Xero allows. Xero meters bandwidth, and this integration is engineered to sip, not gulp.
Echo protection
On two way sync the platform remembers what it wrote, so its own update coming back is never mistaken for a new change.
Contacts first, always
An invoice or quote never syncs before its contact exists on the other side.
Updates never wipe fields
Xero updates only carry the fields being changed; everything else is preserved.
Filters and controls
You decide what travels, and when
Sync from date
Only invoices and quotes dated on or after a chosen date travel.
Invoice and quote triggers
Every invoice, only sent ones, or only paid ones. Every quote or only accepted ones.
Contact trigger
Everyone, customers only, or leads only.
Frequency
From every 30 minutes to every 3 days, per plan. Every 4 hours is included on every plan; faster intervals come with the higher plans.
Connecting
How Xero connects
Official sign in (OAuth)
Xero connects with its official sign in (OAuth): click Connect, sign in to Xero, pick the organisation, done. Removing the connection from the platform also removes the app connection at Xero's side, so nothing is left behind.
Requirements
A Xero organisation with invoicing. For recording payments from Jobber, an account with enable payments to this account switched on, or a bank account, which most organisations already have.
FAQ
Questions about Xero and Jobber?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Still not sure?
Tell us which systems you run and we will say exactly what syncs, in which direction, and what stays honestly one way.
Contact us
Ready to connect Xero? Start your 7 day free trial
Sign in to Xero and Jobber, confirm the proposed mapping, and watch the first sync run. No code, no workflows to build.
Minutes to first sync
Five wizard steps, fields matched for you, first sync starts straight away.
Two way where it truly works
Per record type, only where both systems can carry a change back.
7 day free trial
Once per account. Nothing is charged until the trial ends. Cancel any time.