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Who uses this: Anyone reviewing how records transfer between the two systems. Availability: Requires a connected Xero account; the FieldPulse Xero integration is available for customers in Australia and New Zealand only.
This page is a reference for how your records transfer between FieldPulse and Xero — which direction each record type moves and how its key fields map from one system to the other. Use it to preview what to expect before or after you run the sync.

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Overview

The Xero sync moves five record types between the two systems. Four of them — customers, line items, invoices, and payments — sync both ways once connected. Estimates (quotes) sync one way only, from FieldPulse to Xero. The tables below show each record type’s direction and how its fields translate.

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Sync direction by record type

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How customer fields map

In FieldPulse: FieldPulse customer record for Samantha showing display name, email, and Open on Xero button In Xero: Xero contact page for 1500 Main Street listing synced invoices and amounts owed

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How line-item fields map

In FieldPulse: FieldPulse Edit Item dialog with item name, SKU, sales account, and GST rate fields In Xero: Xero item page for Vinoleo WT90 Lubricant showing sale price, sales account, and tax rate

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How estimate fields map

In FieldPulse: FieldPulse quote record QU-0151 with line items, GST, and total amount In Xero: Xero quote QU-0151 with matching line items, GST on Income tax rate, and total

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How invoice fields map

In FieldPulse: FieldPulse invoice record INV-0529 in Paid status with line items and GST totals In Xero: Xero invoice INV-0529 showing line items, GST, payment applied, and zero amount due

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How payment fields map

In FieldPulse: FieldPulse payments list row for invoice INV-0529 showing amount, date, and Synced Yes In Xero: Xero Transaction: Payment page for invoice INV-0529 with the payment amount and total

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Notes & limitations

  • Tax rate is pulled from Xero. Set your tax rate in Xero first; FieldPulse reads it from there.
  • Estimates are one-way. Changes made to a quote in Xero do not sync back to FieldPulse.
  • Sync order is fixed: customers, then line items, then invoices. A record won’t appear until the records it depends on have synced.
  • Contacts cap at 5 in Xero even though FieldPulse holds unlimited contacts per customer.