Getting started


This article explains how to set up a connection and sync data between UK Field Service and Xero accounts.

IN THIS ARTICLE

Sign up with Xero

If you have your Xero account but not an account on UK Field Service yet, then you can sign up to UK Field Service using the “Sign up using Xero” option on the Sign Up form. After clicking “Sign up using Xero” you will be asked to log in to Xero and to grant access to your organisation data in Xero. After that you will be redirected to the UK Field Service which will automatically pull your organisation data and contacts from Xero. You can see pulled organisation details on Settings > Xero Integration page or on Settings > Manage Company page.

Sign up with Xero
Sign up with Xero

Sign in with Xero

If you have both UK Field Service and Xero accounts, then you can log in to UK Field Service using Xero authentication. After clicking “Sign in with Xero” you will be asked to log in to Xero and then you will be redirected to UK Field Service. Note that no data will be pulled automatically. If you wish to sync data, click “Connect to Xero” on Settings > Xero Integration and then sync contacts / invoices.

Sign in with Xero
Sign in with Xero

Connect to Xero

Connecting to Xero will allow you to sync contacts and invoices between UK Field Service and Xero accounts. Go to Settings > Xero Integration and click “Connect to Xero”.

Xero integration page
Xero integration page

You will be asked to log in to Xero and to grant access to your organisation data in Xero. After that you will be redirected to the UK Field Service.

  • Organisation - shows organisation data pulled from Xero
    Organisation data
    Organisation data
  • Contacts - here you can pull contacts from Xero, they will be added as Clients on UK Field Service.
    Sync Xero contacts
    Sync Xero contacts
  • Invoices - here you can send selected invoices from UK Field Service to Xero
    Send invoices to Xero
    Send invoices to Xero
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