Linking Xero Customers to JobFlow

Once your JobFlow account is connected to Xero, you can begin creating customers using the data imported from Xero.

Add or Create Customers

• Go to customers from the dashboard.
• Tap "Create customer from Xero" (bottom left of the screen)

Select Customers to Import

• A list of all Xero customers not yet added to JobFlow will appear
• Scroll down the page to review the full list
• Use the search bar to find specific customers

• Tap the tick box on the right‑hand side of each customer you want to import
• • • You can select as many customers as needed on one page
• Once all required customers are selected, tap Create Selected Customers (bottom right)

Review Your Selected Customers

After selecting customers:

• A pop‑up box will appear showing all customers chosen on that page

• Review the list carefully
• If correct, tap Confirm (bottom left)
• If changes are needed, tap Cancel to return and adjust your selections

Completed Import

Once confirmed:

• The selected customers will appear in the column Link to JobFlow Customer
• The tick box beside each imported customer will be disabled (cannot be selected again)

Move to the Next Page

If more customers remain:

• Use the arrows and page numbers at the bottom left of the screen to navagate to the next page.

Repeat the same process:

• • Select customers
  • Tap Create Selected Customers
  • Review
  • Tap Confirm

Continue until all required customers have been imported from each page.