Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether QuickBooks Online or ServiceM8 leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
QuickBooks Online and ServiceM8, one client list
ServiceM8 runs the jobs, QuickBooks Online keeps the books. CRM Connector keeps the client list the same in both, name, contact person, email, phone and address, in both directions.
- Official sign in for both
- Either system can lead
- 7 day free trial
Clients, two way or one way
- Clients
At a glance. Clients stay the same on both sides, every field included. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick QuickBooks Online or ServiceM8 as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Company nameBoth waysClient name
- Given nameBoth waysContact first name
- Family nameBoth waysContact last name
- Primary emailBoth waysContact email
- Primary phoneBoth waysContact mobile
- Billing address lines 1 and 2Both waysAddress lines 1 and 2
- City, state, postal code, countryBoth waysCity, state, postcode, country
- Has paid invoicesEach works it outHas completed jobs
It happens in QuickBooks Online, then in ServiceM8
A new client
Looked for in ServiceM8 on the contact email. Updated when found, otherwise created as a client with its contact person.
Any field changes
The same change is made to the ServiceM8 client and its contact person on the next sync.
- Every field travels both ways between these two, the address included.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for QuickBooks Online and ServiceM8 are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether QuickBooks Online or ServiceM8 leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The city of the same client is changed in both systems
Leading system
BrisbaneGold CoastTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for QuickBooks Online or ServiceM8 on its own is on its own page.
- Every field both ways
- Name, contact person, email, phone and address all stay in step.
- Clients only
- No invoices or jobs between these two.
FAQ
Questions about QuickBooks Online and ServiceM8?
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.
- Can I sync QuickBooks Online and ServiceM8 both ways?
- Yes. Clients sync in both directions, every field included, and you choose which system leads in a conflict.
- Does the address travel?
- Yes. Between QuickBooks Online and ServiceM8 the address stays in step in both directions, like every other client field.
- How does ServiceM8 connect?
- Through the CRM Connector Platform add-on in the ServiceM8 add-on store, with ServiceM8's own sign in.
- Are jobs or invoices synced?
- No. Between QuickBooks Online and ServiceM8 the platform syncs clients.
- Can I sync only paying clients?
- Yes. Pick customers only, and only clients with a completed job or a paid invoice travel.
- Will it create duplicates?
- No. Before anything is created in QuickBooks Online or ServiceM8, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to QuickBooks Online or ServiceM8 drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect QuickBooks Online and ServiceM8?Start your 7 day free trial
Sign in to QuickBooks Online and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.