Connections

Connections (integrations) reduce retyping. Connect ServiceM8, Fergus, or Xero, pick a job, contact, or project, then import supported values into your form.

Requirements

• Paid plan
• A supported ServiceM8, Fergus, or Xero account
• Permission to connect that system for your personal or team workspace

Available now

Connect from Connections. ServiceM8 can also be installed from the ServiceM8 Add-on Store.

How field import works

After you connect an integration, you can import one field at a time, a whole job at once, or both on the same form.

One field at a time

1. Connect from Connections
2. Open a supported form
3. Select the link icon beside a supported field
4. Pick a job, contact, or project
5. Choose the value to import

Imported values replace what is currently in the field. The job you pick is remembered for the rest of the browser session, so later fields skip straight to the value list.

This is available whenever your integration is connected. ServiceM8 also needs job import turned on when you connect.

A whole job at once

Map the form's fields to your integration once, then reuse that mapping on every later job.

1. Open a supported form and select Set up mapping in the bar at the top
2. Match each form field to an integration field, then Save mapping (once per template)
3. Pick a job, contact, or project in the bar and select Import job

The link icon stays on every supported field, so you can still pull in a single value after a whole-job import.

See the ServiceM8, Fergus, or Xero guide for setup notes.

Team workspaces

Connections are workspace-specific:

• Personal connections belong to your account
• Team connections belong to the selected business workspace
• Team admins connect, reconnect, or disconnect shared integrations
• Team admins manage field mappings for the team
• Members use the shared connection and saved mappings while the team workspace is active