Jobber + Xero Integration

Integrate Jobber to Xero in one click, or tell Integrately AI how you want each job handled. Create invoices, update clients, log payments, and track financials automatically.

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1.
  • Jobber
    Client is updated in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Jobber
    Create client in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Search client in Jobber
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Jobber + Xero Integration

Create invoices, log payments, update contacts, sync quotes, and track financials, all in just one click.

Most popular automationsmost-popular-automations
Jobber + Xero Integration

Create Xero sales invoice for new Jobber event

If you're a professional who works on one-to-one basis and uses Jobber to manage your events, you may want to create an sales invoice in Xero when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Jobber + Xero Integration

Create Xero task for new Jobber event

Creating task in Xero is a great way to keep track of task that need to be completed when an event is created in your Jobber account.

With the help of this integration, when an event is created, a task will be automatically created in Xero and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Jobber + Xero flow

Send instant notifications, log payment receipts, and coordinate schedules across your entire tech stack. Pick a combination and activate it in one click.

Jobber
Xero
+
GmailGmail (4)
+
StripeStripe (2)
+
SlackSlack (2)
+
ShopifyShopify (2)
+
Google CalendarGoogle Calendar (2)
+
TwilioTwilio (2)
J
X
G
When a new job is created in Jobber, create a sales invoice in Xero and send a confirmation via Gmail
New Jobber jobs immediately generate Xero sales invoices and trigger email confirmations in Gmail, eliminating manual billing steps.
X
J
G
When a sales invoice is created in Xero, create a client in Jobber and email the details using Gmail
Xero sales invoices automatically populate Jobber clients and send notification emails through Gmail.
J
X
G
When a Jobber job is completed, create a sales invoice in Xero and email the receipt via Gmail
Completed Jobber jobs generate Xero invoices and dispatch receipts via Gmail without manual data entry.
X
J
G
When a Xero payment is recorded, update the matching Jobber invoice and send a confirmation email in Gmail
Xero payments update Jobber invoices and notify clients via Gmail automatically.

Supported triggers and actions for Jobber and Xero

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
Client is updated in Jobber
Triggers when a client is updated
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Job is closed in Jobber
Triggers the automation when a job is closed
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Client is created in Jobber
Triggers the automation when a new client is created
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Create client in Jobber
Generates a new client profile
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Create request in Jobber
Generates a new request
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Create job in Jobber
Creates a new job
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Add attachment to request in Jobber
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Search property in Jobber
Searches for a property
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Get client notes in Jobber
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Get request notes in Jobber
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Get invoice notes in Jobber
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Get quote notes in Jobber
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Get job notes in Jobber
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Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Search client in Jobber
Searches for a client
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Jobber + Xero?

Streamline your field service billing and accounting workflows with automated triggers and actions.

What you can automate?
🔄
Sync New Jobs to Sales Invoices
Automatically generate a Xero sales invoice the moment a new job is created in Jobber. Eliminate manual data entry between your field operations and accounting books.
📋
Capture Every Submitted Client Field
Map complete client details, service addresses, and line items from Jobber straight into your Xero contacts and invoices. Keep every record consistent across platforms.
🔔
Alert Your Team on Job Completion
Send instant notifications to your finance or management channel as soon as a field service job is closed or completed in Jobber.
🔀
Route Workflows Based on Invoice Status
Trigger different follow-up actions depending on whether a Xero sales invoice is paid, overdue, or drafted. Keep your operations responsive to financial states.
✏️
Keep Financial Records Up to Date
Automatically update client contact information and invoice line items in Xero whenever changes occur in Jobber. Maintain absolute data accuracy.
👥
Prevent Duplicate Client Profiles
Search existing contacts in Xero before creating new records from Jobber updates. Keep your customer database clean and free of redundant entries.
💳
Handle Payment and Status Updates
Record payments in Xero and automatically update job completion statuses or close records in Jobber. Keep your operational pipeline fully synchronized.
💬
Extend Workflows to Slack and Gmail
Connect your core Jobber and Xero workflow with Slack or Gmail to notify teams, email clients, and trigger multi-step operations instantly.
And much more...

Who is Jobber + Xero integration for?

Field service businesses and accountants eliminate double-entry errors by connecting job management directly to financial record-keeping.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
Service Dispatchers
Service Dispatchers
Field Supervisors
Field Supervisors
Bookkeepers
Bookkeepers
📈
Financial Controllers
You're reviewing revenue reports every week but your accounting ledger only updates when someone manually keys in field invoices, so the financial summaries you're presenting are always a few days behind — with this integration, every new job lands in Xero instantly and your financial data stays current.
Operations Managers
You need to dispatch field technicians and verify billing status immediately, but you find out about unpaid invoices too late — automating both apps means every completed job generates an invoice right away and your team stays on top of cash flow.
🤝
Client Success Leads
You answer to commercial clients who want to see prompt project updates and accurate billing statements, but disconnected tools cause frustrating communication delays — connecting these apps means every client record and invoice syncs automatically without manual oversight.
📊
Service Dispatchers
The volume of scheduled jobs is too high for anyone to keep up by hand, leading to missed invoices and forgotten customer profiles — this integration means every new booking flows straight into your accounting books without human bottlenecks.
🛠️
Field Supervisors
You own the job execution phase and depend on office staff to manually hand over completed work tickets for billing, but details often get lost in transit — automating both apps means completed jobs trigger invoices instantly so billing never stalls.
📑
Bookkeepers
You need a reliable history of all transactions and keep finding gaps between field service notes and accounting ledgers — this integration means every transaction is logged accurately and your audit trails remain complete.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Jobber + Xero

Build and manage your Jobber + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Jobber + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jobber to Xero?
Frequently Asked Questions
You can connect Jobber to Xero in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows linking Gmail, Stripe, Slack, and 1,500+ other apps.
Can I automatically create Xero invoices when a Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Xero?
Frequently Asked Questions
How does Jobber handle client updates in Xero?
Frequently Asked Questions
Can I sync Xero payments back to Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Xero?
Frequently Asked Questions
Is the Jobber and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Xero With 1500+ Other Apps

Jobber
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Xero
Popular Xero Integrations
Sync Xero with payment gateways, expense trackers, and payroll software to keep financial workflows connected.
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