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Set up your first integration
Quickly connect ServiceM8 to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ServiceM8 with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Completed" from ServiceM8.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects ServiceM8 and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- OrganizationRequired
Try ItTriggerPolling
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Practical ways you can use ServiceM8 and Xero
Sync completed jobs with Xero invoices
When a job's status changes to 'Completed' in ServiceM8, Zapier creates an invoice in Xero automatically. This ensures that billing happens promptly and accurately without requiring manual intervention or data entry, improving cash flow efficiency by reducing delays in invoicing.
Business OwnerLog completed job forms into Xero
Whenever a form is completed in ServiceM8, Zapier adds the details as a draft invoice in Xero. This helps support teams streamline post-service billing, track completed jobs systematically, and reduce workload related to invoicing processes.
Customer Support OpsTrack new ServiceM8 clients in Xero
Whenever a new client is created in ServiceM8, Zapier automatically adds that client as a contact in Xero. This synchronization ensures customer information is consistent across platforms, helping to manage client relationships and marketing efforts effectively.
Marketing & Marketing OpsLearn how to automate ServiceM8 on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about ServiceM8 + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceM8 and Xero
How do I integrate ServiceM8 with Xero?
Integrating ServiceM8 with Xero includes connecting your accounts through our platform. After signing into both accounts, you'll be able to set up triggers such as a new job in ServiceM8 and actions like creating an invoice in Xero.
What triggers are available when integrating ServiceM8 with Xero?
When connecting ServiceM8 to Xero, some common triggers include 'New Job Added' or 'Job Completed' in ServiceM8. These will allow you to automate actions such as creating or updating an invoice in Xero.
Can I customize the data transferred between ServiceM8 and Xero?
Yes, we provide options to customize field mapping when setting up your integration. This means you can decide which data points from new jobs or clients in ServiceM8 get updated into invoices or customer records in Xero.
What actions can be triggered in Xero via the integration with ServiceM8?
Through our integration, actions like 'Create Invoice', 'Update Contact', or 'Send Receipt' can be triggered in Xero whenever a corresponding trigger occurs in ServiceM8 like completing a job or adding a new client.
How often does data sync between ServiceM8 and Xero once integrated?
Our default settings sync data between the two platforms instantly once a trigger event occurs. However, there is flexibility to adjust synchronization times according to your business needs.
Is it possible to automate invoicing through the integration of ServiceM8 and Xero?
Absolutely! By setting up the right triggers and actions, you can automate the invoicing process. For instance, when you mark a job as complete in ServiceM8, it could automatically generate an invoice in Xero.
Can I integrate more than one account of either platform simultaneously?
Currently, each integration setup is designed for one account of each platform. For multiple accounts, separate integrations need to be configured for each pair of accounts.
