SyncMatrix.
Jobber logo + Xero logo

Automate Jobber & Xero

Stop paying for mismatched spreadsheets. Sync data between Jobber and Xero in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Jobber"]
        T1(["Client Updated"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Xero"]
        A1(["Add Items to Existing Sales Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Jobber and Xero operate in isolation, field service teams often face significant delays in invoicing. For instance, when a job is completed in Jobber, the invoice data including job details, customer information, and payment terms may not automatically transfer to Xero. This results in manual data entry by the accounting team, leading to potential errors in customer billing and extended payment cycles. The accounting team wastes valuable time cross-referencing job details and invoices, which could be spent on more strategic financial tasks.

Top Ways to Automate Jobber & Xero

  • Automated Invoicing: Seamlessly generate and send invoices from Jobber to Xero upon job completion, ensuring accurate billing without manual intervention.
  • Real-Time Financial Updates: Synchronize job costs and payments in real-time, allowing for immediate visibility into financial performance and cash flow management.
  • Streamlined Payroll Processing: Automatically transfer employee hours and job data from Jobber to Xero, simplifying payroll calculations and reducing administrative overhead.

How to Build the Jobber → Xero Sync

  1. In Jobber, set up a webhook under the 'Integrations' section to listen for the 'Job Completed' event.
  2. Configure the webhook to send a POST request to your server endpoint, e.g., https://your-server.com/jobber-webhook.
  3. On your server, extract the relevant data from the incoming payload, specifically the job ID, customer name, job total, and any notes.
  4. Use the extracted data to format a new invoice payload that matches Xero's API requirements, ensuring to include fields such as 'contact', 'lineItems', and 'dueDate'.
  5. Send a POST request to Xero's API endpoint https://api.xero.com/api.xro/2.0/Invoices with the formatted invoice data.
  6. Handle the response from Xero to confirm successful invoice creation or log errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the customer name in Jobber matches the contact name format expected by Xero; discrepancies may lead to invoice creation failures.
  • Be cautious with the job total data type; if Jobber sends it as a string, but Xero expects a float, you will encounter errors during the API call.
  • When mapping job notes to Xero's invoice description, ensure that any special characters are properly escaped to avoid JSON parsing errors.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Jobber... Client Updated
    Do this in Xero Add Items to Existing Sales Invoice
  • When this happens in Jobber... Invoice Updated
    Do this in Xero Add Note to Invoice
  • When this happens in Jobber... Job Closed
    Do this in Xero Add or Update Stock Items
  • When this happens in Jobber... Job Completed
    Do this in Xero Allocate Credit Note to Invoice
  • When this happens in Jobber... Job Updated
    Do this in Xero Create Account

SyncMatrix Experts

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I can see you're looking at mapping Jobber to Xero. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?