Connecting Xero (and ServiceM8)

If you run your books in Xero, Karven can send an accepted quote across as a draft invoice so you're not keying it in twice. If you run jobs in ServiceM8, it can send the quote across as a job. Both are on every plan, Starter included.

Both are a manual push. You choose which quotes go across and when. Nothing syncs automatically, and nothing comes back from Xero or ServiceM8 into Karven.

Connecting

Settings → Connections → Integrations. Tap connect on the Xero card, sign in to Xero, pick your organisation and authorise Karven. You're returned to Karven with a "Connected" badge and your org name.

ServiceM8 works the same way from its own card on the same page.

Pushing a quote to Xero

1. The customer accepts the quote (or you accept it on their behalf).
2. Open the quote, tap the On the day tab and raise the invoice under Invoice.
3. Tap Push to Xero on that invoice.

Karven creates a draft invoice in your Xero org for the quote, and tells you the Xero invoice number. From there it's a normal Xero draft: check it, approve it and send it from Xero, or keep sending your Karven invoice and use Xero for the books.

Only accepted quotes can be pushed. If you push the same quote twice, Karven tells you it's already there rather than making a duplicate.

Pushing a quote to ServiceM8

From the same Invoice card (quote > On the day), tap Push to ServiceM8. Karven creates a job in ServiceM8 with the quote's line items as materials. Push it again and Karven tells you the job already exists.

What doesn't happen

• No automatic sync. Accepted quotes don't flow into Xero on their own. You push each one.
• No payments sync. Payments taken in Karven aren't posted to Xero, and payments marked in Xero don't update Karven. Reconcile in Xero as usual.
• No contact import. Karven doesn't pull your Xero contacts in. To bring customers across, use the customer import.
• Subbie RCTIs stay in Karven.

MYOB and other software

MYOB isn't available yet. See MYOB for the workaround.

Disconnecting

Go to Settings → Connections → Integrations and tap Disconnect on the Xero card. Anything you've already pushed stays in Xero, it's a real Xero invoice owned by Xero. Karven just stops being able to push new ones.