Xero Integration guide

• Recent Articles

• How to deacivate a user profile and create a new user profile

  Please find below in the secure link, a short tutorial video which takes you through the process of deactivating a user and creating a new user profile How to deactivate users profiles and create a new user profile in their place.mp4

• How to export customer data from Fieldmotion

  Please follow the below step by step guide to export data from the customer module Step 1 Go to 1. Settings 2. Customer Settings 3. Enter an export password (Passwords are case sensitive) 4. Reconfirm it in the field to the right Please note that ...

• Android 13 Update - What app users need to do

  New Fieldmotion app update avaliable for Android devices An updated version of the Fieldmotion App is avaliable to download on the Google Play Store. Your app user may have auto-updates turned off, so it is important that they check if an update is ...

• New Log in URL

  From Wednesday 28th June 2023, to log in to Fieldmotion, please enter the following into your web browser login.fieldmotion.com If you have saved Fieldmotion previously as a bookmark, please delete this bookmark, and once logged in via the new URL, ...

• How to Clear the app's cached data on an Android Device

  When safe to do so, ie you do not have any partially completed jobs in your job list, and you do not have any items in the upload queue Step 1. Please log out of the Fieldmotion app. Step 2. Click on the Settings icon on your Android Device Step 3. ...

• Related Articles

• Setting up Fieldmotion to sync with Xero

  Thank you for your Inquiry. Please find attached a step by step tutorial guide which explains and illustrates the process required to set up your Fieldmotion to sync with Xero. Best regards The Support Team 

• Importing jobs into Fieldmotion

  You can create jobs in Fieldmotion by importing your existing information. You will have to populate this information in the correct cells of the attached import template spreadsheet. The key cells are ; Date and time of jobThe date and time that you ...

• Important information if you are planning to Sync Xero and Fieldmotion

  The Customer section in Xero is divided into Three groups. 1. Customers - These would be customers whom you have raised invoices for previously in Xero. 2. Contacts - These would traditionally be refered to as leads, information for those contacts ...

• How to Import your customers into Fieldmotion

  Thank you for your Inquiry. Please review the tutorial video in the below link which will guide you through the process of populating the customer template and using the import mapping tool to allow you to import your customers into Fieldmotion. ...

• Importing jobs into Fieldmotion

  You can create jobs in Fieldmotion by importing your existing information. You will have to populate this information in the correct cells of the attached import template spreadsheet. The key cells are ; Date and time of jobThe date and time that you ...