Fieldmagic is a modern cloud-based field service and asset management platform for site managers, contractors and organisations looking to increase compliance while driving field service efficiency.
fieldmagic + Xero
Fieldmagic provides a seamless sync of data between Fieldmagic and Xero. Upon connecting Fieldmagic to Xero, your tax and Account codes will be imported into Fieldmagic for use, as will your list of customers and items (products). At a high level, customers and suppliers created in Fieldmagic will be created in Xero as well, and any customer invoice or supplier invoice raised in Fieldmagic will be created in Xero as a draft invoice. Invoices that are partially or fully paid in Xero will have their related invoice in Fieldmagic updated as well for visibility into the payment stats.
In order to get started with connecting your Xero Account to Fieldmagic, simply sign up for a trial of Fieldmagic. Upon logging in, select Xero as your Accounting system, and Fieldmagic will provide a step-by-step wizard that will get your system connected.