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Post-Sync: Xero

If you’re running into issues with syncing Xero to FieldPulse, there are 4 main areas to look at to resolve these issues. They should be looked at and…

Sync Examples: Xero

Use this guide to preview how your records will transfer between FieldPulse and Xero.

Pre-Sync: Xero

FieldPulse offers a two-way integration with Xero to automatically sync your customers, quotes, invoices, payment records, and invoice items between…

Sync: Xero

To connect to Xero, you will first need to request access by contacting us at support@fieldpulse.com or using the chat feature in the bottom right corner…

Customer & Job Level Default Sales Account (Xero Integration)

If your business works across different customer types (e.g. residential vs commercial) or service types (e.g. maintenance vs construction), you may want…

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FAQs

Does FieldPulse support syncing negative invoice line items to Xero? Yes. You can add line items with a negative dollar value (e.g., -$50.00) to an invoice in FieldPulse. These will sync over to Xero and reduce the total invoice balance. Does FieldPulse support syncing credit adjustments? No. Credit adjustments are not synced between FieldPulse and Xero. Do Credit Memos created in Xero sync back to FieldPulse? No. Any Credit Memos or Credit Notes created directly in Xero will not sync back to or update invoices in FieldPulse.