Xero to Jobber integration
Your Xero contacts, invoices and quotes, ready in Jobber
CRM Connector brings Xero contacts, sales invoices and quotes into Jobber, one way: contacts become clients, quotes arrive as drafts, and an invoice paid in Xero is marked received in Jobber. An accepted quote can become a job, so the books stay in Xero and the crew works from Jobber.
- Official sign in for both
- Jobber stays the system of record
One way, into Jobber
At a glance
Contacts, invoices and quotes arrive in Jobber and stay current, payments and voids included.
What syncs
- ContactsOne way
- InvoicesOne way
- QuotesOne way
- Accepted quotes into jobsOne way
Good to know
- The Xero reference becomes the subject
It is set on the Jobber invoice when the invoice is created there.
- Sales invoices only
Purchase bills never leave Xero.
How it runs
One way, into Jobber
Xero sends and Jobber receives, for every record type. A change made in Jobber stays there and is never sent back into Xero.
Options for Xero and Jobber
- 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
Record by record
What flows from Xero into Jobber
Which Xero field matches which Jobber field, and what each change does.
One way, from Xero into Jobber
Fields- Contact nameOn every changeCompany name
- First nameOn every changeFirst name
- Last nameOn every changeLast name
- Street address line 1On every changeStreet 1
- Street address line 2On every changeStreet 2
- City, region, postal codeOn every changeCity, province, postal code
- CountryOn every changeCountry
- Email addressWhen createdEmail
- PhoneWhen createdPhone
- Is a customerEach works it outLead or client
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 as a Jobber client 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: email and phone are set when the client is created, and from then on your team keeps them current in Jobber.
- Jobber is searched before a client is created, so nobody exists twice.
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.
Contacts become Jobber clients, sales invoices become Jobber invoices, quotes become draft Jobber quotes, and an accepted quote can become a Jobber job.
Numbers made of digits are kept in Jobber. A Xero number like INV-0001 gets Jobber's own next number instead, so your Jobber numbering never clashes. The Xero reference arrives as the subject.
Jobber's own integration sends records from Jobber into Xero.
CRM Connector works the other way and keeps going after the first sync:
- Contacts, sales invoices and quotes made in Xero keep arriving in Jobber
- An invoice paid in Xero is marked received
- An accepted quote can become a job
Let only one of the two handle the same contacts and invoices, or a record can come back as a copy.
Ask your AI assistant
Ask ChatGPT or Claude about Xero and Jobber
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.
Missing a record type or a rule?
What else should come from Xero into Jobber?
A record type, a filter or a stage rule between Xero and Jobber that would save your office a step? Tell us what should arrive in Jobber and when.
Get started
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Sign in to Xero and Jobber, confirm what flows into Jobber, and watch the first sync run.