# Overview (/docs/features/integrations)



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

## Requirements [#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 [#available-now]

| Integration                                                                                              | What it does                                                                     |
| -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------- |
| [**ServiceM8**](/docs/features/integrations/servicem8-integration) ([overview](/integrations/servicem8)) | Sign in with ServiceM8, Fill or Connect import, optional PDF attach to job cards |
| [**Fergus**](/docs/features/integrations/fergus-integration) ([overview](/integrations/fergus))          | Connect with Fergus, Fill or Connect import, optional PDF attach to jobs         |
| [**Xero**](/docs/features/integrations/xero-integration) ([overview](/integrations/xero))                | Sign in with Xero, Fill or Connect import, optional PDF attach to contacts       |

Connect from [**Connections**](https://tradieforms.com.au/app/integrations). ServiceM8 can also be installed from the **ServiceM8 Add-on Store**.

## How field import works [#how-field-import-works]

After you connect an integration, you can import details in two ways:

### Fill import [#fill-import]

Use this when you want to pull in one field at a time.

1. Connect from [**Connections**](https://tradieforms.com.au/app/integrations)
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 [#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**](https://tradieforms.com.au/app/integrations)
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](/docs/features/integrations/servicem8-integration), [Fergus](/docs/features/integrations/fergus-integration), or [Xero](/docs/features/integrations/xero-integration) guide for setup notes.

## Team workspaces [#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

<Cards className="docs-cards docs-cards-cols-2 my-6">
  <Card title="ServiceM8 integration" icon="hugeicons:link" href="/docs/features/integrations/servicem8-integration">
    Connect ServiceM8, import fields with Fill or Connect, and attach PDFs to jobs.
  </Card>

  <Card title="Fergus integration" icon="hugeicons:link" href="/docs/features/integrations/fergus-integration">
    Connect with Fergus, import fields with Fill or Connect, and attach PDFs to jobs.
  </Card>

  <Card title="Xero integration" icon="hugeicons:link" href="/docs/features/integrations/xero-integration">
    Connect Xero, import customer and project details, and attach PDFs to contacts.
  </Card>
</Cards>