Two way
Housecall Pro starts the integration and changes made in Xero flow back into Housecall Pro as well.
- You pick whether Housecall Pro or Xero leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Xero and Housecall Pro, one contact list
Housecall Pro runs jobs in the field, Xero keeps the books. CRM Connector keeps the contacts the same in both, so nobody retypes a record.
- Api key for Housecall Pro
- Either system can lead
- 7 day free trial
Contacts, two way or one way
- Contacts
At a glance. Contacts stay the same on both sides. 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
Housecall Pro feeds Xero and Xero changes stay in Xero.
- Housecall Pro stays the source of truth
- Xero always has the latest customers
- Switch 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- Contact nameBoth waysCompany
- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Email addressBoth waysEmail
- PhoneBoth waysMobile number
- Street address line 1When createdStreet
- Street address line 2When createdStreet line 2
- City, region, postal codeWhen createdCity, state, zip
- CountryWhen createdCountry
- Is a customerEach works it outHas completed jobs
- Not in XeroOnly in Housecall ProLead source
It happens in Xero, then in Housecall Pro
A new contact
Looked for in Housecall Pro on an exact email or phone match. Updated when found, otherwise created with the address.
Name, company, email and phone change
The same change is made to the Housecall Pro customer on the next sync.
Address and country change later
Not carried: Housecall Pro takes an address only when the customer is created.
- Some fields travel once, when the record is created: Housecall Pro takes an address only when the customer is created.
- Before anything is created the other system is searched first, so nothing is created twice.
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 Xero and Housecall Pro 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 Xero or Housecall Pro 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 phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two 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 Xero or Housecall Pro on its own is on its own page.
- Housecall Pro starts the integration
- It can only be the source; Xero changes still flow back on two way.
- Address and country on create
- Later changes stay in the system where they were made.
- Not run live yet
- Built on the same proven engine as the other pairs.
FAQ
Questions about Xero and Housecall Pro?
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 Xero and Housecall Pro both ways?
- Yes. Housecall Pro starts the integration, and on a two way route changes made in Xero flow back into Housecall Pro.
- What syncs between Xero and Housecall Pro?
- Contacts. Invoices, quotes and jobs are not offered between these two.
- How does Housecall Pro connect?
- With an api key created by an admin of your Housecall Pro account. Api access needs the Housecall Pro MAX plan.
- Does a changed address reach the other system?
- Address travels when the record is created, because housecall Pro takes an address only when the customer is created. A later change is made in both systems.
- Can I sync only paying customers?
- Yes. Pick customers only: in Xero that is Xero's own customer flag, set once an invoice exists, in Housecall Pro completed jobs.
- Will it create duplicates?
- No. Before anything is created in Xero or Housecall Pro, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to Xero or Housecall Pro 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 Xero and Housecall Pro?Start your 7 day free trial
Sign in to Xero and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.