Tradify + Xero

Connect Tradify to Xero - Automate Your Workflow

Your team uses Tradify and Xero every day. Our custom integration ensures data flows between them automatically - no more tab-switching, copy-pasting, or worrying about missed updates.

8+ hours/week

Saved weekly

Xero fields

3 months

Post-launch support

One-way

Sync direction

Book Free Assessment View All Integrations

Why Connect Tradify to Xero?

Job scheduling in Tradify and invoicing in Xero are disconnected, delaying payments for completed work

Client engagement details in Tradify and time-tracking data in Xero do not align, making billing inaccurate

No single source of truth when contacts live in two disconnected tools, so staff second-guess which system has the correct information

Manually copying data between Tradify and Xero wastes hours every week that could be spent on revenue-generating work

Clients in Tradify and contacts in Xero drift out of sync, leading to outdated details on invoices, emails, and reports

New team members take longer to onboard because they must learn manual workarounds to keep Tradify and Xero aligned

How We Help

Connecting Tradify (industry tools) with Xero (accounting & finance) is one of the most requested integrations among Australian Trades & Construction and Professional Services businesses. This integration eliminates the manual transfer of contacts and invoices data, reducing errors and freeing up your team to focus on growth. On the technical side, Tradify uses a REST API with API key authentication, and Xero authenticates via OAuth, which our team handles as part of the build.

Unified Clients Across Both Platforms

Clients in Tradify and contacts in Xero stay perfectly aligned. Every update, whether it is a new phone number, email change, or company association, is reflected in both systems within seconds.

Eliminate Manual Data Entry

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

Real-Time Visibility Across Teams

When a record updates in Tradify, every team member working in Xero sees the change instantly. No lag, no stale dashboards, no conflicting reports.

From Job Site to Invoice, Automatically

When a job is completed in Tradify, invoicing data flows to Xero without anyone touching a spreadsheet. Tradies get paid faster, admin gets their weekends back.

Tradify to Xero Use Cases

Scheduled reconciliation between Tradify and Xero

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Auto-generate Xero invoices from Tradify

When jobs are completed in Tradify, an invoice is automatically created in Xero with the correct contact, line items, GST rates, and payment terms. Eliminates the delay between finishing work and sending the invoice.

Sync Tradify clients to Xero contacts

When a client is created or updated in Tradify, the corresponding contact record in Xero is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Automated error handling and retry for Tradify/Xero sync

When a sync between Tradify and Xero fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Tradify and Xero

Tradify	→	Xero	Notes
Tradify Clients -> name	→	Xero Contacts -> Name	Contact identity fields synchronised to maintain consistency
Tradify Clients -> email	→	Xero Contacts -> EmailAddress	Primary matching key for identifying existing records across both platforms
Tradify Invoices -> id	→	Xero Invoices -> InvoiceID	Unique identifier stored as cross-reference for record linking
Tradify Invoices -> amount	→	Xero Invoices -> Total	Financial values validated for decimal precision and currency alignment
Tradify Invoices -> date	→	Xero Invoices -> Date	Date fields converted with timezone handling for Australian Eastern Time
Tradify Suppliers	→	Xero Accounts	Company and organisation records matched by domain or ABN, with hierarchy relationships preserved.
Tradify Timestamps	→	Xero Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Tradify Owner/Assignee	→	Xero Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Tradify Record IDs	→	Xero External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication

Tradify + Xero Integration FAQ

The most common data objects synced between Tradify and Xero include contacts, invoices, companies. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

Yes, every integration includes 3 months of post-launch support. We monitor sync health, troubleshoot issues, and make adjustments as your workflow evolves. Ongoing maintenance plans are available for businesses that want continuous optimisation.

We map industry tools data like jobs and quotes from Tradify to the corresponding accounting & finance structures in Xero. Our team handles data transformation, validation, and conflict resolution between the two system types.

Integration pricing depends on complexity, including the number of data objects synced (contacts, invoices, companies), sync direction, custom business rules, and volume. Most Tradify to Xero integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Tradify or user-defined fields in Xero, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Yes. we poll Tradify's REST API at configurable intervals for near-real-time detection, and Xero also provides webhook support for bidirectional triggers. Changes in Tradify are reflected in Xero within seconds. For high-volume scenarios, we implement queuing to handle peak loads without data loss.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.