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If your are migrating from Formitize to Jim’s Jobs and your Formitize account is integrated with Xero, you have the choice of using the same organisation or creating a new one in Xero. Using the same organisation will break the link between Formitize and Xero. |
Jim's Jobs Web has the ability to integrate with Xero. Before you begin the process of integrating, please check you have all you need.
NOTE: As of August 2023, Xero integration WILL NOT be available to users who have not already connected to Xero, until the next version of Jims Jobs is released.
Prerequisites
Have your Jim's Jobs account set up with your username and password handy.
A valid Xero account and information to access the account, such as username and password. If your account was set up by your accountant, please make sure that your username has permissions to read, create and modify contacts, invoices, payments and financial settings. If you are not sure, contact your accountant first.
Setup a new organisation with your Xero account, ask your accountant to help if you don’t know how to do that. A How-to page on setting up bank accounts in Xero is here.
Basic knowledge of operating in Xero, such as login, searching contacts, invoices and payments. Please familiar yourself with Xero first if this is the first time you work with Xero.
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