What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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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

    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!

    contact list xero zapier xero
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    JotForm Support

    Answered by jonathan 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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    Answered by gatsbytravel 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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    JotForm Support

    Answered by david 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.