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ServiceM8 and Xero
- Do you need a ServiceM8 Xero integration consultant, or can you connect it yourself?ServiceM8 how-toServiceM8 to Xero is free on every plan and nine clicks to connect. A consultant earns a fee on settings, a bad first sync, or gaps the sync never fills.
- How to get the job site address from ServiceM8 into XeroIntegrationServiceM8 only sends the billing address to Xero. Three ways to carry the job site onto the Xero invoice and statement: Reference, line text or Client Sites.
- Paid in Xero but still showing unpaid in ServiceM8: why, and what to doIntegrationXero payments reach ServiceM8 within 30 minutes, only for invoices ServiceM8 exported and only once fully paid. Why some never arrive, and safe fixes.
- Why is ServiceM8 creating duplicate contacts in Xero?IntegrationServiceM8 makes a new Xero contact for any client not already linked, so near matches and imports double up. Why it happens and how to merge safely.
- Why does ServiceM8 ignore my customers' payment terms in Xero?IntegrationServiceM8 sets the due date from its own client terms, so terms saved on a Xero contact are ignored. Where to set them in ServiceM8 and what else shifts it.
- Why is my ServiceM8 invoice not sending to Xero?IntegrationA ServiceM8 invoice only reaches Xero once approved, with a value above zero and a live connection. Eight causes, how to check each, and the fix.
- ServiceM8 not syncing with Xero at all? Start with the connectionIntegrationWhen nothing moves between ServiceM8 and Xero, the connection is usually expired, pointed at the wrong organisation or blocked by the Xero plan. How to check.
- ServiceM8 and Xero: what syncs, in which direction, and how fastIntegrationInvoices go one way on approval, payments and contacts sync both ways within 30 minutes, tracking categories daily. The full ServiceM8 to Xero sync table.
- How do ServiceM8 Xero tracking categories work, and how fast do they sync?ServiceM8 how-toHow to turn on Xero Tracking Categories in ServiceM8, assign them per job, and why new categories can take a day to appear before you can use them.