Integrations & data · 2 min read
Connecting Xero & ServiceM8
Your accounting and job management, without double entry.
Connect Xero and Charlie pushes your CRM work into your books: contacts sync across, and when a deal is won Charlie can draft the invoice in Xero for you to review.
Connect ServiceM8 and won work flows into job management the same way — clients and jobs created from what Charlie already knows, instead of typed twice.
Both connections live on the Integrations page and take a minute each: click Connect, approve in the provider’s own window, done.
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