What are integrated with Xero
Jim’s Job integrates with Xero by importing and exporting data between the two systems. The data that are exchanged between two systems are listed below.
Client
Clients can be exported to Xero during integration process at Step 4. After the integration, new and updated client information are exported to Xero automatically. You can import new and updated clients information from Xero on CLIENTS LIST page.
The contact number of the contact in Xero will be set to a string in pattern JJC-nnnnnn.
Cancelled clients from Jim’s Jobs will be marked as Archived in Xero. If you want to reinstate an Archived client in Xero, you need to manually do it in Xero and then mark the client in Jim’s Jobs Active again.
Invoice
Invoices can be exported to Xero during integration process at Step 4. After the integration, new and updated invoices information are exported to Xero automatically.
General ledger accounts in Jim’s Jobs and Xero need to have matching code
The invoice number is set to a pattern as JJI-nnnnnn
Payment
Payment will be exported to Xero automatically whenever it is made in Jim’s Jobs to an exported invoice. Payments made in Xero can be imported from PAYMENT RECEIVED page.
General ledger accounts
General ledger accounts will be imported from Xero during integration process at step 3. The general ledger accounts will replace all those in Jim’s Jobs.
Bank accounts
Bank accounts will be imported from Xero during integration process at step 3. The bank accounts should be associated with payment method for the payment to be exported to Xero.