Xero

Reviewed 28 July 2026

Xero lets you bring customer, business, and project details into supported Tradie Forms fields without retyping them on site.

Read the overview on the Xero integration page.

Requirements

Paid plan
Xero account with access to the organisation you want to link
A supported template and field

Connect Xero

Open Xero in Connections

In Tradie Forms, open Connections and choose Xero.

Select Connect with Xero, then complete the Xero sign-in.

Approve access

Approve read-only access for contacts, organisation settings, and projects.

Choose the organisation

If your login has more than one Xero organisation, pick the one you want to link.

On a team workspace, only a team admin can connect Xero for the crew.

OAuth scopes

Tradie Forms requests only the Xero access needed for import and optional PDF attach:

Scope	What it is used for
`openid`, `profile`, `email`	Sign in and identify your Xero user during connect
`offline_access`	Keep the connection active without signing in every 30 minutes
`accounting.contacts.read`	Search contacts and import customer names, phones, and addresses
`accounting.settings.read`	Import your business name, ABN, and contact lines from organisation settings
`projects.read`	Import project names and references when Projects is enabled in Xero
`accounting.attachments`	Attach completed PDFs to the linked Xero contact when upload is on

We do not request write access to invoices, bills, bank transactions, or payroll.

Import into a form

Open a supported form

Start the form while signed in on a paid plan.

Pick the Xero record

Select the link icon beside a supported field, then search for a Xero contact or project.

Import and check the value

Choose the field value to import. Check the result before download because contact addresses are often billing addresses.

Import a whole contact or project at once

A bar appears at the top of supported forms, where you map fields once and reuse that mapping on every later contact or project.

Pick a sample record

Open a supported form and select Set up mapping in the bar at the top. Choose a sample contact or project so you can see real Xero values while you map.

Map the fields

In the mapping panel, match each form field to the correct Xero value. Every supported field on the form is listed in one place.

Save and reuse the mapping

Select Save mapping. On later forms of the same type, pick a contact or project in the bar and select Import job to fill every mapped field at once.

The link icon stays on every supported field, so you can still pull in a single value at any time.

Attach PDFs to Xero contacts

Turn on Upload PDFs to Xero contacts on the Xero integration page in Connections.

You can attach PDFs in two ways:

From the Your PDF is ready sheet after download, when you imported at least one Xero field during that session
From Completed, using Send to Xero

If a stored PDF is available (Solo stored copies or Team audit trail), the stored copy can be used. Otherwise Tradie Forms regenerates the PDF from saved form data.

PDFs attach to the linked Xero contact. If you imported from a project, Tradie Forms uses that project's contact.

Disconnect

Open the Xero integration page in Connections and select Disconnect. For team workspaces, only a team admin can disconnect the shared connection.

You can also revoke Tradie Forms from your Xero connected apps list. Disconnect removes the stored connection credentials and turns off import and PDF upload. Saved Connect field mappings remain available if you reconnect the same workspace. Clear a mapping from the form's Connect mapping screen if you no longer want it.

Troubleshooting

Issue	What to do
Paid plan required	Upgrade, then connect again from Connections
Team admin required	Ask a team admin to connect Xero for your business workspace
Connection expired	Open Connections, then reconnect Xero
Wrong address imported	Contact addresses are often billing addresses. Confirm the site line on site before download
Import icon missing	Confirm you are on a paid plan, Xero is connected, and the form field supports import

Xero suits tradies who already invoice in Xero and want customer, business, and project details in forms. Contact addresses are often billing addresses, so confirm the site line on site before download.

Fergus

Connect with Fergus, import job details, and attach completed PDFs

PDF tools

Check licences, organise, merge, split, sign, stamp, convert, and mark up PDFs

Was this page helpful?

Requirements Connect Xero Open Xero in Connections Sign in to Xero Approve access Choose the organisation OAuth scopes Import into a form Per-field import Open a supported form Pick the Xero record Import and check the value Import a whole contact or project at once Pick a sample record Map the fields Save and reuse the mapping Attach PDFs to Xero contacts Disconnect Troubleshooting

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Xero

Reviewed 28 July 2026

Xero lets you bring customer, business, and project details into supported Tradie Forms fields without retyping them on site.

Read the overview on the Xero integration page.

Requirements

Paid plan
Xero account with access to the organisation you want to link
A supported template and field

Connect Xero

Open Xero in Connections

In Tradie Forms, open Connections and choose Xero.

Select Connect with Xero, then complete the Xero sign-in.

Approve access

Approve read-only access for contacts, organisation settings, and projects.

Choose the organisation

If your login has more than one Xero organisation, pick the one you want to link.

On a team workspace, only a team admin can connect Xero for the crew.

OAuth scopes

Tradie Forms requests only the Xero access needed for import and optional PDF attach:

Scope	What it is used for
`openid`, `profile`, `email`	Sign in and identify your Xero user during connect
`offline_access`	Keep the connection active without signing in every 30 minutes
`accounting.contacts.read`	Search contacts and import customer names, phones, and addresses
`accounting.settings.read`	Import your business name, ABN, and contact lines from organisation settings
`projects.read`	Import project names and references when Projects is enabled in Xero
`accounting.attachments`	Attach completed PDFs to the linked Xero contact when upload is on

We do not request write access to invoices, bills, bank transactions, or payroll.

Import into a form

Per-field import

Open a supported form

Start the form while signed in on a paid plan.

Pick the Xero record

Select the link icon beside a supported field, then search for a Xero contact or project.

Import and check the value

Choose the field value to import. Check the result before download because contact addresses are often billing addresses.

Import a whole contact or project at once

A bar appears at the top of supported forms, where you map fields once and reuse that mapping on every later contact or project.

Pick a sample record

Open a supported form and select Set up mapping in the bar at the top. Choose a sample contact or project so you can see real Xero values while you map.

Map the fields

In the mapping panel, match each form field to the correct Xero value. Every supported field on the form is listed in one place.

Save and reuse the mapping

Select Save mapping. On later forms of the same type, pick a contact or project in the bar and select Import job to fill every mapped field at once.

The link icon stays on every supported field, so you can still pull in a single value at any time.

Attach PDFs to Xero contacts

Turn on Upload PDFs to Xero contacts on the Xero integration page in Connections.

You can attach PDFs in two ways:

From the Your PDF is ready sheet after download, when you imported at least one Xero field during that session
From Completed, using Send to Xero

If a stored PDF is available (Solo stored copies or Team audit trail), the stored copy can be used. Otherwise Tradie Forms regenerates the PDF from saved form data.

PDFs attach to the linked Xero contact. If you imported from a project, Tradie Forms uses that project's contact.

Disconnect

Open the Xero integration page in Connections and select Disconnect. For team workspaces, only a team admin can disconnect the shared connection.

Troubleshooting

Issue	What to do
Paid plan required	Upgrade, then connect again from Connections
Team admin required	Ask a team admin to connect Xero for your business workspace
Connection expired	Open Connections, then reconnect Xero
Wrong address imported	Contact addresses are often billing addresses. Confirm the site line on site before download
Import icon missing	Confirm you are on a paid plan, Xero is connected, and the form field supports import

Fergus

Connect with Fergus, import job details, and attach completed PDFs

PDF tools

Check licences, organise, merge, split, sign, stamp, convert, and mark up PDFs