Tradify + Xero

Connect Tradify to Xero — Automate Your Workflow

Sync data between Tradify and Xero automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week
Saved weekly
2 weeks
Setup time
98%
Client retention
One-way
Sync direction

Why Connect Tradify to Xero?

Manually copying data between Tradify and Xero wastes hours every week

Data inconsistencies between Tradify and Xero cause errors and rework

Team members forget to update both systems, leading to outdated information

No single source of truth when jobs live in two disconnected tools

How We Help

Connecting Tradify (industry) with Xero (accounting) is one of the most requested integrations among Australian Trades & Construction and Professional Services businesses. This integration eliminates the manual transfer of jobs and quotes data, reducing errors and freeing up your team to focus on growth.

Eliminate Manual Data Entry

Stop copying jobs between Tradify and Xero by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Reduce Errors and Inconsistencies

Automated sync eliminates typos, missed updates, and version conflicts. Every change in Tradify is instantly reflected in Xero.

Single Source of Truth

Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Tradify and Xero. Custom field mappings, business rules, and error handling included.

Tradify to Xero Use Cases

1

Sync jobs from Tradify to Xero

When jobs are created or updated in Tradify, automatically push changes to Xero. No manual export/import needed.

2

Automate invoices creation

Eliminate manual data entry by automatically creating invoices in Xero based on activity in Tradify.

3

Real-time status synchronisation

Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.

4

Automated reporting and reconciliation

Generate consolidated reports combining data from both Tradify and Xero. Catch discrepancies before they become problems.

Data Mapping

How data flows between Tradify and Xero

TradifyXeroNotes
Tradify invoicesXero invoicesSynced automatically when invoices are created or updated
Tradify recordsXero recordsCore data synchronisation between systems
Tradify metadataXero custom fieldsAdditional context mapped to custom fields
Tradify timestampsXero activity logAudit trail for compliance and tracking
Tradify statusXero workflow stageStatus changes trigger workflow updates

Tradify + Xero Integration FAQ

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