Overview

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

Requirements

• Solo or Team subscription
• 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 details in two ways:

Fill import

Use this when you want to pull in 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. Your last selected job is remembered for the browser session so you can fill several fields faster.

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

Connect import

Use this when you want to map fields once, then import a whole job, contact, or project in one go.

1. Turn on Connect import on the integration page in Connections
2. Open a supported form and switch to Connect on the import banner
3. Map each form field to an integration field, then Save mapping (once per template)
4. Pick a job, contact, or project and select Import job

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 enable Connect import and manage field mappings for the team
• Members use the shared connection and saved mappings while the team workspace is active