Can I import my contact list via Xero to Jotform?

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    balloonsonbroadway
    Asked on October 06, 2015 at 04:35 PM

    Hello!

    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.

    Thank you!

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    jonathan
    Answered on October 06, 2015 at 06:22 PM

    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 

    https://zapier.com/zapbook/zaps/2125/create-xero-invoices-from-new-jotform-entries/

     

    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.

     

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    gatsbytravel
    Answered on January 15, 2016 at 11:56 AM

    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.

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    david
    Answered on January 15, 2016 at 02:24 PM

    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.