Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Xero or Jobber leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Xero and Jobber, kept in step both ways
Jobber runs the work in the field, Xero keeps the books. CRM Connector keeps the contacts, invoices and quotes the same in both, so nobody retypes a record.
- Official sign in for both
- Either system can lead
- 7 day free trial
Two way, or one way if you prefer
- Contacts
- Invoices
- Quotes
At a glance. Contacts, invoices and quotes 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
One system feeds the other. Pick Xero or Jobber 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:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, 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 name
- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Email addressWhen createdEmail
- PhoneWhen createdPhone
- Street address line 1Both waysStreet 1
- Street address line 2Both waysStreet 2
- City, region, postal codeBoth waysCity, province, postal code
- CountryBoth waysCountry
- Is a customerEach works it outLead or client
- Not in XeroOnly in JobberSource
It happens in Xero, then in Jobber
A new contact
Looked for in Jobber on email, then phone (a shared phone only counts for a client without another email). Updated when found, created only when nothing matches.
Name, company, address and country change
The same change is made to the Jobber client on the next sync.
Email and phone change later
Not carried: Jobber can only add extra emails and phones to an existing client, never replace one.
- Some fields travel once, when the record is created: Jobber can only add extra emails and phones to an existing client, never replace one.
- 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 10
Both connections are checked
Credentials for Xero and Jobber 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 Jobber 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 due date of the same invoice is changed in both systems
Leading system
10 October12 OctoberTwo 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 Jobber on its own is on its own page.
- Email and phone on create
- Later changes stay in the system where they were made.
- Lines and totals are set once
- They travel on create; later edits stay where they were made.
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.
- Can I sync Xero and Jobber both ways?
- Yes. Contacts, invoices and quotes sync in both directions, and you choose which system leads when the same record changed on both sides.
- What syncs between Xero and Jobber?
- Contacts, invoices and quotes. Each record type can run two way or one way.
- Which system should lead?
- The one where your team makes most changes. It only decides the rare case where the same record changed in both systems between two syncs.
- Does a changed email reach the other system?
- Email travels when the record is created, because jobber can only add extra emails and phones to an existing client, never replace one. A later change is made in both systems.
- What happens when an invoice is paid?
- Paid in Xero: settled in Jobber with Jobber's own mark received. Paid in Jobber: a payment is recorded in Xero for the amount still owing, on your bank account.
- Will it create duplicates?
- No. Before anything is created in Xero or Jobber, 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 Jobber 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 Jobber?Start your 7 day free trial
Sign in to Xero and Jobber, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.