Connect Xero
Sign in with Xero OAuth and choose which organisation to link. Team workspaces share one connection.
Read-only access to contacts, settings, and projects.
Xero contacts and projects in your forms
Connect Xero with OAuth and pull customer details, business settings, and project references into supported form fields without a second job system subscription.
For sole traders who run books in Xero
Contacts and projects import
Pro subscription required
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 system, 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.
Import on site
Use the link icon on supported fields to search Xero contacts or projects and drop values into the form.
Built for phone fill at the board or in the ute.
Export the PDF
Finish the guided form and hand over the official layout while you are still on the job.
Attaching the finished PDF back to Xero is planned for a later release.
Built for Xero-based sole traders
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.
No extra job app required
A fit for tradies who already pay for Xero and do not want ServiceM8 or similar just to prefill forms.
Read-only OAuth
Connect once with secure Xero sign-in. We only read contacts, organisation settings, and projects.
Frequently asked questions
Connect Xero to your forms
Import customer and business details from Xero while you fill compliance paperwork on site.
Pro to link your job system
Free to start filling forms