Xero is no longer a supported integration
As of June 30, 2021, the automated sync with Xero will no longer be available.
Existing Xero users will have the ability to export their data and import it into Xero, however, there is no longer an active sync to transfer information between Jobber and Xero.
QuickBooks Online is a supported accounting integration with Jobber.
Table of Contents
Export your data
To export your data from Xero, navigate to the Xero Icon > Sync and Settings. On this page, there are options to set a date range for the data you're exporting as well as the items you'd like to export. Data exports are done in a CSV file, which can then be imported into Xero to update your records in Xero.
The export options are:
- Export clients added
- Products & services updated
- Invoices sent
You will receive your exported CSV file by email. Each file can support 1000 rows, so if you have more data than will fit in one single CSV file, you will receive multiple emails.
To export, start by setting a date range, by using the date picker to select a start and end date.
For each set of data that you'd like to export within this date range, click Export.
Import your data
After receiving your CSV with your Xero data, the next step is to import it into Xero.
For each export type, check out Xero's guides on how to import the CSV.
In each of these guides, you can skip to step 3 (import the file) since your data will already be formatted to be compatible with Xero.
How items are exported
The clients that are included in the export are clients who were created in your Jobber account within the date range selected. Clients that have been archived, are not included in the export. Xero imports all clients from Jobber as contacts including both clients that have invoices and those that don't. To avoid creating duplicate clients in Xero, when a contact in Xero already has the same name as one being imported, the import automatically updates the existing contact in Xero instead of creating a new one. If there isn't already a contact with that name, a new contact is created.
When a client in Jobber uses the company name as the primary name, the company name is exported as the contact name for Xero. However if there is also a first and last name, that is exported as the primary name for the contact.
During the client import process, there is a warning that occurs about TrackingName1 and TrackingName2. These are fields that can be set up in Xero, but since Jobber doesn't have these fields, the import can't map to them which causes a warning. Even though you see a warning, the import is still successful.
Products and services
The products and services that are included in the export are items that have been updated within the date range selected. Products and services can be both created and updated through the import process. Xero will update existing items if an item is imported that has the same Item Code as an already existing product or service.
The name of the product or service in Jobber becomes the Item Code in Xero and the Item Name field is left blank. The item description and unit cost are also fields that are included in the export from Jobber and can be updated in Xero through the import process.
The sales account for all line items is set as "200 - Sales" by default. However, this can be edited in Xero after the item is imported or on your CSV file before importing.
The invoices that are included in the export are the invoices that have been sent (or marked as sent) within the date range selected. This includes invoices that are in "awaiting payment", "past due", or "paid" statuses. Invoices can only be imported into Xero once. If you have an existing invoice in Xero and you'd like to update it, delete the invoice from Xero and import it again.
Although the invoices have been sent in Jobber, Xero imports all invoices as drafts. Even if they have an issued date and due date.
Xero only supports invoices that have % based discounts. Invoices that have discounts as a $ value will not be exported. Invoices with a discount of over 100% are also not supported in Xero. Discounts are applied to non-taxable items first in Xero. If an invoice has a negative balance, it will be imported into Xero as a credit note. Invoices with negative balances are still included on the invoices index page.
Deposits are not included in the export. If a deposit appears on an invoice, the total that is exported will be the pre-deposit total.
If an invoice has a custom line item that doesn't exist in your inventory in Xero, it will be added to Xero's inventory. This included existing inventory items that have a different price on this invoice.
Tax names and rates that appear on invoices must match your tax rates in Xero exactly. Otherwise, they won't show on the invoice.
Disconnect from Xero
If you would like to disconnect the integration between Xero and Jobber, have an account owner or admin user reach out to our Success Team. Please note that if Xero and Jobber are disconnected, that the integration cannot be set up again in the future.