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Automate ServiceTitan & Xero
Stop paying for mismatched spreadsheets. Sync data between ServiceTitan and Xero in real-time, so you can manage your operations without the busywork.
Custom API Integration
Secure Data Transfer
Done-For-You Setup
How the Data Flows
graph LR
subgraph Source ["ServiceTitan"]
T1(["Booking"])
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
Top Ways to Automate ServiceTitan & Xero
- Automated Invoicing: Streamline your billing process by automatically generating invoices in Xero based on completed jobs in ServiceTitan, ensuring timely and accurate billing without manual intervention.
- Real-Time Financial Reporting: Gain instant access to up-to-date financial data by synchronizing job costs and revenue between ServiceTitan and Xero, allowing for informed decision-making and improved cash flow management.
- Effortless Expense Tracking: Automatically sync expenses from ServiceTitan to Xero, eliminating the need for manual entry and reducing the risk of errors, while providing a clear overview of your operational costs.
How to Build the ServiceTitan → Xero Sync
- In ServiceTitan, navigate to the Webhooks settings and create a new webhook that triggers on job completion. Set the endpoint URL to your integration service that will handle the incoming data.
- Configure the webhook to send a payload containing relevant job details, including job ID, customer name, total cost, and payment status.
- In your integration service, listen for the incoming webhook payload from ServiceTitan. Extract the job ID, customer name, total cost, and payment status from the JSON payload.
- Use the extracted data to construct a POST request to the Xero API endpoint:
https://api.xero.com/api.xro/2.0/Invoices. - Map the extracted fields to the Xero invoice fields:
customerNametoContact.Name,totalCosttoLineItems.Amount, andpaymentStatustoStatus. - Send the POST request to Xero, ensuring to include the necessary authentication headers and the constructed JSON body.
Developer Warnings & API Gotchas
- Ensure that the job ID from ServiceTitan is correctly mapped to the invoice reference in Xero; otherwise, you may end up with duplicate invoices or missing records.
- When extracting the payment status, be aware that ServiceTitan may use different terminology (e.g., 'Paid', 'Pending') compared to Xero ('PAID', 'DRAFT'); ensure proper mapping to avoid status confusion.
- Consider the currency settings in both systems; if ServiceTitan records jobs in a different currency than Xero, you will need to implement a currency conversion step before sending the invoice data.
Supported API Operations
We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.
-
When this happens in ServiceTitan... BookingDo this in Xero Add Items to Existing Sales Invoice
-
When this happens in ServiceTitan... Booking ProvidersDo this in Xero Add Note to Invoice
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When this happens in ServiceTitan... Business Units DataDo this in Xero Add or Update Stock Items
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When this happens in ServiceTitan... CampaignsDo this in Xero Allocate Credit Note to Invoice
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When this happens in ServiceTitan... Employees DataDo this in Xero Create Account
SyncMatrix Experts
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