Xero integration

Xero Integration for Field Service Teams

Connect Fieldified with Xero so service jobs, customer billing, invoices, and payment context can move toward accounting review with less manual work.

Fieldified supports native accounting integration workflows and managed Xero setup for teams that need special account mapping, tax handling, or service-line rules.

Accounting

Move completed service work toward accounting without rebuilding it

Xero gives finance teams a cloud accounting workspace, while Fieldified keeps field service jobs, schedules, and invoices organized. Connecting both helps teams reduce the gap between finished work and clean financial records.

Quick answer

Fieldified supports native accounting integration workflows and managed Xero setup for teams that need special account mapping, tax handling, or service-line rules.

Native integration

Native accounting workflow support

Use Fieldified with Xero to keep operational records and accounting review closer together.

  • Send cleaner billing context from completed jobs into accounting workflows.
  • Keep customer and invoice references easier to trace when questions come up.
  • Support repeat service, deposits, and invoice follow-up without building records twice.

Managed setup

Managed setup for Xero account rules

Xero setups vary by region, trade, and accountant preference, so Fieldified can help shape the integration around your account.

  • Map service categories, labor, materials, and income accounts around your reporting needs.
  • Review taxes and payment accounts before invoices start moving through the workflow.
  • Separate residential, commercial, maintenance, or project work when reporting needs that detail.

What can stay connected

Customer details

Keep customer billing information easier to match with the original service work.

Invoice context

Move invoices from completed jobs toward Xero review with clearer references.

Payment records

Help the office understand which invoices have been paid and which need attention.

Field service workflows

Service invoice handoff

After the office reviews a completed job invoice, accounting receives cleaner context for Xero.

Recurring account review

Repeat service customers are easier to manage when job history and billing context stay connected.

Tax-aware billing setup

Teams can review tax behavior and account mapping before using the integration for daily billing.

Who this helps

Owners

Understand revenue from completed service work without waiting on manual exports.

Admins

Reduce duplicate entry between invoices, customers, and accounting records.

Accountants

Work with records that better reflect how the service business categorizes work.

How setup works

1

Review your Xero setup

Check accounts, tax settings, payment accounts, customers, and invoice requirements.

2

Connect accounting workflows

Use Fieldified to connect job billing with the Xero review process.

3

Test invoice examples

Validate one-time, recurring, and deposit-based invoices before scaling the workflow.

Integration FAQs

Does Fieldified support Xero integration workflows?

Yes. Fieldified supports native accounting integration workflows and managed Xero setup for service teams with special account, tax, or reporting rules.

Can Fieldified help configure Xero mapping?

Yes. Fieldified can help map service categories, taxes, income accounts, and payment behavior around your Xero setup.

Why use Fieldified with Xero?

Fieldified manages the field service workflow, while Xero handles accounting. Connecting them helps reduce duplicate entry after jobs are completed and invoiced.

Connect your tools without adding more admin

Fieldified helps service teams keep customer work, schedules, invoices, payments, and follow-up connected from the first request to the final payment.