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Can I import my contact list via Xero to Jotform?Asked by balloonsonbroadway on October 06, 2015 at 04:35 PM
I love what Jotform has to offer, however it is necessary for me to know that I can use my contacts in Xero in order to fill out forms. So, on-the-go on my iPad I would ideally like to be able to pull up Jotform and fill it out on the fly when a client calls me with an order, but have their name show-up with their information directly from Xero. Is this possible? I hope so.
There is a way to integrate JotForm to Xero via the Zapier, but it seems that it only works for creating invoices. You can check more details here
As of this time, there is no integration that will import your Xero contacts to a form in JotForm.
Hope this help. Let us know if you need further assistance.
I played with this signed up to the premium service with Zapier (as you need that to work with Xero with them) and found it a nightmare, even as an IT chap. Unstable, bad data, messy. You see you want good clean contacts create also.
Unfortunately, we do not have any control over how that specific integration works since it is done via Zapier. I do not believe you will be able to import your contacts to JotForm by any method. All the third party integrations I looked at would only create invoices in Xero.