Xero contacts and projects in your forms
Connect Xero once, then pull customer details, business settings, and project references from your books into compliance forms while you fill on site.
Xero has the customer. Your cert should not start blank
Sole traders on Xero still re-type customer and business lines into every compliance PDF by hand.
No job software, same double entry
You invoice in Xero but still type the customer name and address again when you fill a cert on site.
Business details on every form
Your ABN, business name, and contact lines live in Xero but do not flow into paperwork automatically.
Projects without a job app
When you track work as Xero projects, the reference still does not land in the form without copy-paste.
How the Xero link works
Connect once, pick a contact or project, and import fields on site.
Connect Xero
Sign in with Xero and choose which organisation to link. Team workspaces share one connection.
Read-only access to contacts, settings, and projects. Full steps in the setup guide.
Import on site
Use the link icon on supported fields to search Xero contacts or projects and drop values into the form.
Phone fill at the board or in the ute.
Export the PDF
Finish the guided form, attach the PDF to the linked Xero contact when upload is on, and complete the official layout on site.
Project imports attach to the project's contact in Xero.
Comparing built-in job software forms? See Tradie Forms vs job software forms.
For sole traders who run jobs in Xero
Customer and business fields
Import names, phones, addresses, and your business details from Xero contacts and organisation settings.
Project references
When Projects is enabled in Xero, pull a project name or reference into job-style fields on the form.
Works with how you run the books
A fit for tradies who invoice in Xero and want customer and business details in forms without another monthly subscription.
Read-only import, optional PDF upload
Connect once with secure Xero sign-in. We read contacts, organisation settings, and projects. Finished PDFs can attach to contacts when upload is on.
Frequently asked questions
Connect Xero to your forms
Import customer and business details from Xero while you fill compliance paperwork on site.
- Upgrade to link your job software
- Free to start filling forms