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Integrations & data connectors

World class integrations to keep your field service data flowing

Reducing double data entry, minimising input errors and freeing up admin staff time are essential for productivity and efficiency and are central to everything pro-Forms® does.

We believe in seamless data movement between your everyday office systems and frictionless business processes and this accounts for our world class standard data integrations and connectors.

System integrations and data connectors

We are 100% committed to ensuring data moves seamlessly & securely between office admin staff and field teams to deliver maximum productivity & frictionless field service processes

Our data connectors and system integrations

Google Drive integration
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Quickbooks integration
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Integration Options & Features

Connect our field service management software to 8,000+ systems with Zapier integration

Our Zapier integration will connect pro-Forms® to over 8,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. Popular integrations include Asana, Slack, Monday.com, Hubspot, BambooHR, DocuSign and Freshservice.

We aim to seamlessly connect your office admin staff with customer facing field teams to prevent errors, delays and unnecessary bottlenecks so you can provide customers with the best possible value for money.

Connect pro-Forms to Zapier

Connecting field service data to your everyday office systems

Connect your admin staff and field teams with office systems

  • Multi-integration system – Zapier

  • Business Intelligence – PowerBI

  • Accounting – Xero, Quickbooks, Sage 50 (via csv import)

  • Google – Drive, Calendar

  • Microsoft – OneDrive, Teams, Sharepoint

  • Cloud storage – DropBox, Google Drive, OneDrive

  • Data formats – XML, JSON, TxT, csv

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  • Exchange options – FTP, SFTP, Custom APIs

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Field Service Management Software integration with Xero and Quickbooks accounting

Follow your jobs on their journey from Quote – using our innovative online quotation tool – through to scheduling, issuing to an operative and receiving back the completed job information.

Push draft invoices along with completed job sheets and customer POs to Xero or QuickBooks ready for checking and invoicing.

Pricing jobs or visits using standard, customer or site specific rates either individually or as a consolidated group is built into our WORK MANAGER Plan.

Thanks to our cloud APIs to these popular accounting systems you will also be able to easily update your Customers and their sites along with tax codes directly from your accounting system into pro-Forms® so that you only need to maintain one set of data.

Connect your field service data to Xero or Quickbooks