Xero and ServiceM8 integration
Xero and ServiceM8, one contact list
CRM Connector keeps Xero contacts and ServiceM8 clients the same both ways. A quote accepted in Xero becomes a ServiceM8 work order ready to schedule, and a completed ServiceM8 job becomes a draft Xero invoice, so nobody retypes the work.
- Official sign in for both
Contacts, work orders from quotes, draft invoices from jobs
At a glance
Contacts stay the same on both sides, accepted quotes become work orders and completed jobs become draft invoices.
What syncs
- ContactsBoth ways
- Accepted quotes into work ordersOne way
- Completed jobs into draft invoicesOne way
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 ServiceM8 leads when the same record changed in both since the last sync.
Options for Xero and ServiceM8
- Everyone, customers only or leads only
- Only the ServiceM8 job categories you tick
Record by record
What syncs between Xero and ServiceM8
Which Xero field matches which ServiceM8 field, and what each change does.
Fields- Contact nameBoth waysClient name
- First nameBoth waysContact first name
- Last nameBoth waysContact last name
- Email addressBoth waysContact email
- PhoneBoth waysContact mobile
- Street address line 1Both waysAddress line 1
- Street address line 2Both waysAddress line 2
- City, region, postal codeBoth waysCity, state, postcode
- CountryBoth waysCountry
- Is a customerEach works it outHas completed jobs
It happens in Xero, then in ServiceM8
A new contact
- Looked for in ServiceM8 on the contact email.
- Updated when found, otherwise created as a client with its contact person.
Name, company, email, phone, address and country change
The same change is made to the ServiceM8 client on the next sync.
FAQ
Questions about Xero 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.
Contacts, both ways. A quote you accept in Xero can also become a ServiceM8 work order, with its lines carried over as materials, when you choose that rule in the setup wizard; a completed job can become a draft Xero invoice too. Invoices are not synced as they are between these two.
ServiceM8's own integration sends approved invoices from ServiceM8 into Xero and keeps clients and payments in step.
CRM Connector adds what it does not do:
- A quote you accept in Xero becomes a ServiceM8 work order with its lines as materials
- A completed job can become a draft Xero invoice
Contacts are found by email before anything is created, so CRM Connector does not copy contacts the other integration made.
When you choose the completed job rule, keep ServiceM8's own invoice sync off for the same jobs, or each job is billed twice.
Ask your AI assistant
Ask ChatGPT or Claude about Xero and ServiceM8
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 ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.