Getting Started
Setup in 3 Easy Steps
Connect ServiceM8
Click "Connect ServiceM8" and log in with your ServiceM8 credentials. You'll be asked to authorize Leva Sync to access your job and customer data.
Connect Xero
Click "Connect Xero" and log in with your Xero credentials. Select the organization you want to sync with and authorize access.
You're Done!
That's it! Our team will configure your sync settings and run test syncs. You'll receive an email when your integration is ready to go live.
How It Works
ServiceM8 → Xero
- ✓ Completed jobs automatically create Xero invoices
- ✓ New customers sync as Xero contacts
- ✓ Job materials become invoice line items
- ✓ Job notes and descriptions carry across
Xero → ServiceM8
- ✓ Payment status syncs back to jobs
- ✓ Invoice numbers linked to jobs
- ✓ Know instantly when invoices are paid
Real-Time Sync
Changes sync automatically within seconds. When you mark a job complete in ServiceM8, the invoice appears in Xero almost instantly. No manual export or import required.
Troubleshooting
Invoice not appearing in Xero?
- Check that the job status is set to "Complete" in ServiceM8
- Verify the customer has valid contact details
- Check your Dashboard for any sync errors
- Allow a few minutes for the sync to process
Connection showing as disconnected?
- Try reconnecting via the Sync page
- Check that your ServiceM8/Xero subscription is active
- Clear your browser cache and try again
- Contact support if the issue persists
Customer not matching correctly?
- Ensure customer names match between systems
- Check that email addresses are consistent
- Contact support to manually link customers if needed
Frequently Asked Questions
What data does Leva Sync access?
Leva Sync accesses:
- ServiceM8: Jobs, customers/companies, and materials
- Xero: Contacts and invoices
We only access what's needed to sync your data. We never access staff details, schedules, or financial reports.
Is my data secure?
Yes. We use industry-standard OAuth 2.0 authentication - we never see or store your ServiceM8 or Xero passwords. All data is encrypted in transit and at rest. See our Privacy Policy for details.
Can I disconnect at any time?
Yes. You can disconnect either ServiceM8 or Xero at any time from your Dashboard. You can also revoke access directly from within ServiceM8 or Xero settings.
What happens to existing data?
Leva Sync only processes new events going forward. We don't automatically sync historical data, but we can help you with a one-time historical import if needed - just contact support.
Which Xero accounts are invoices created in?
During setup, we'll work with you to configure which revenue accounts and tax settings to use. By default, invoices use your standard sales account.
Contact Support
Can't find what you're looking for? Our Australian-based support team is here to help.
Leva Solutions Pty Ltd
Gold Coast, Queensland, Australia