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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

1. Have your Jim's Jobs account set up with your username and password handy.

2. 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.

3. 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.

4. 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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1. Xero doesn’t allow contacts with a duplicate name, this means Xero will overwrite one after another if you have two clients with the same display name. Update the display name to be unique. Xero does require your client to have name.

2. Check your client’s addresses (Postal and service address) are correct and valid in Jim’s Jobs.

3. Check your client’s email is in a valid form. Xero will reject the client if email address is invalid. If a client does not have email address, leave the field blank.

4. Make sure all your general ledgers are set up in Xero, using the same code and name as they are shown in Jim’s Jobs. Ask your accountant if you don’t know how. Accountants have their own way of setting up ledgers, Jim’s Jobs doesn’t export general ledgers to Xero. Instead, it imports the set of general ledgers from Xero to replace its own.

5. Make sure you have your bank accounts set up in Xero. Bank accounts are used to received payment, Jim’s Jobs honours the set in Xero. Ask your accountant to help if you don’t know how.

6. Make sure you have Country information setup for your Jim’s Job account, as well as your timezone information.

7. Make sure your tax codes are set up in Xero. In most case, a default setting of an organisation will be satisfying. Jim’s Jobs uses 2 codes from Xero

Once the preparation is done, we can start to integrate with Xero.

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