Xero and Housecall Pro integration
Xero and Housecall Pro, one contact list and every invoice in the books
CRM Connector keeps Xero contacts and Housecall Pro customers the same, both ways or one way, brings every Housecall Pro invoice into Xero with what the customer paid, and turns a quote accepted in Xero into a Housecall Pro job. Housecall Pro runs jobs in the field, Xero keeps the books, and the customer the crew visited is the contact Xero invoices.
- API key for Housecall Pro
Contacts both ways, invoices and accepted quotes one way each
At a glance
Contacts stay the same on both sides, Housecall Pro invoices arrive in Xero, and accepted quotes become Housecall Pro jobs.
What syncs
- ContactsBoth ways
- Invoices from Housecall ProInto Xero
- Accepted quotes into jobsInto Housecall Pro
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Xero or Housecall Pro leads when the same record changed in both since the last sync.
Options for Xero and Housecall Pro
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only
- Only Housecall Pro customers with a tag you pick
- Only quotes accepted from a date you pick
Record by record
What syncs between Xero and Housecall Pro
Which Xero field matches which Housecall Pro field, and what each change does.
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.
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.
Contacts both ways, Housecall Pro invoices one way into Xero with what the customer paid as a payment, and a quote accepted in Xero one way into an unscheduled Housecall Pro job with its lines.
Ask your AI assistant
Ask ChatGPT or Claude about Xero and Housecall Pro
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Xero and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.