# Connections (https://dev.tradieforms.com.au/docs/features/integrations)

Connections (integrations) reduce retyping. Connect ServiceM8, Fergus, or Xero, pick a job, contact, or project, then import supported values into your form.

Connect job systems from one place, then import supported details while filling a form.

## Requirements [#requirements]

- Paid plan
- A supported ServiceM8, Fergus, or Xero account
- Permission to connect that system for your personal or team workspace

## Available now [#available-now]

| Integration                                                                                              | What it does                                                                             |
| -------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- |
| [**ServiceM8**](https://dev.tradieforms.com.au/docs/features/integrations/servicem8-integration) ([overview](https://dev.tradieforms.com.au/integrations/servicem8)) | Sign in with ServiceM8, per-field and whole-job import, optional PDF attach to job cards |
| [**Fergus**](https://dev.tradieforms.com.au/docs/features/integrations/fergus-integration) ([overview](https://dev.tradieforms.com.au/integrations/fergus))          | Connect with Fergus, per-field and whole-job import, optional PDF attach to jobs         |
| [**Xero**](https://dev.tradieforms.com.au/docs/features/integrations/xero-integration) ([overview](https://dev.tradieforms.com.au/integrations/xero))                | Sign in with Xero, per-field and whole-record import, optional PDF attach to contacts    |

Connect from [**Connections**](https://tradieforms.com.au/app/integrations). ServiceM8 can also be installed from the **ServiceM8 Add-on Store**.

## How field import works [#how-field-import-works]

After you connect an integration, you can import one field at a time, a whole job at once, or both on the same form.

### One field at a time [#one-field-at-a-time]

1. Connect from [**Connections**](https://tradieforms.com.au/app/integrations)
2. Open a supported form
3. Select the link icon Import from connection beside a supported field
4. Pick a job, contact, or project
5. Choose the value to import

Imported values replace what is currently in the field. The job you pick is remembered for the rest of the browser session, so later fields skip straight to the value list.

This is available whenever your integration is connected. ServiceM8 also needs job import turned on when you connect.

### A whole job at once [#a-whole-job-at-once]

Map the form's fields to your integration once, then reuse that mapping on every later job.

1. Open a supported form and select **Set up mapping** in the bar at the top
2. Match each form field to an integration field, then **Save mapping** (once per template)
3. Pick a job, contact, or project in the bar and select **Import job**

The link icon stays on every supported field, so you can still pull in a single value after a whole-job import.

See the [ServiceM8](https://dev.tradieforms.com.au/docs/features/integrations/servicem8-integration), [Fergus](https://dev.tradieforms.com.au/docs/features/integrations/fergus-integration), or [Xero](https://dev.tradieforms.com.au/docs/features/integrations/xero-integration) guide for setup notes.

## Team workspaces [#team-workspaces]

Connections are workspace-specific:

- Personal connections belong to your account
- Team connections belong to the selected business workspace
- Team admins connect, reconnect, or disconnect shared integrations
- Team admins manage field mappings for the team
- Members use the shared connection and saved mappings while the team workspace is active

- **[ServiceM8 integration](https://dev.tradieforms.com.au/docs/features/integrations/servicem8-integration)** - Connect ServiceM8, import single fields or whole jobs, and attach PDFs to jobs.
- **[Fergus integration](https://dev.tradieforms.com.au/docs/features/integrations/fergus-integration)** - Connect with Fergus, import single fields or whole jobs, and attach PDFs to jobs.
- **[Xero integration](https://dev.tradieforms.com.au/docs/features/integrations/xero-integration)** - Connect Xero, import customer and project details, and attach PDFs to contacts.