Xero Overview
See how the two-way Xero integration works in FieldPulse — what syncs, which direction each record moves, and how to connect your account.
Setting Up Customer and Job-Level Sales Accounts in Xero
Set a default Xero sales account per customer or per job so residential, commercial, and service-type revenue reports cleanly in your accounting.
Setting Up Xero Before Syncing
Format your FieldPulse customers and line items the way Xero expects before you connect, so the first sync runs clean and your invoices carry over.
How to Manage Xero After Syncing
If records don’t carry over to Xero, work through customers, line items, and invoices in order — one bad record blocks every step after it.
How to Sync With Xero
Connect FieldPulse to your Xero account — request access, enable the Xero tile, log in, choose your historical data, and start the two-way sync.
Xero Sync Examples and Details
A reference for how customers, line items, estimates, and invoices transfer between FieldPulse and Xero — the direction each moves and how key fields map.