In
Bring the work in
Start a project from the system you quote, sell or order in, so the customer, rooms and products are already there when the surveyor arrives. These connections import into SiteSurvey; they do not write results back.
Integrations 11 connected
Connected where it counts.Straight about the rest.
Start projects from Jetbuilt, Odoo, InteliOffice or Xero. Copy project files to SharePoint, Google Drive or Dropbox. Put bookings in each person's Google or Outlook calendar. Everything else leaves as CSV, Excel, PDF or Word.
PlanThe Works, set up in Settings > Integration.
What does SiteSurvey integrate with?
SiteSurvey has 11 integrations, set up in Settings under Integration on The Works plan. Jetbuilt, Odoo, InteliOffice and Xero import projects, customers and products. SharePoint, Google Drive and Dropbox get a folder per project. Google and Outlook calendars receive each person's bookings, one way. Claude or ChatGPT keys can run the built-in AI. There is no public API, webhooks or Zapier; other systems take data from CSV, Excel, PDF or Word exports.
Last updated 26 October 2026.
01 · Check your system
Does it connect to what you run?
Type the system or pick one. If there is no connection, you get the real way to move the data instead.
Or pick one
Connected
Xero
Connect your Xero organisation by signing in from Settings under Integration. Once connected, Add From Xero on a project's product menu brings items from your Xero catalogue into the project as products. It does not send expenses, time or invoices to Xero.
02 · Connections
11 connections, four jobs.
Each one has its own page with exactly what it brings in, what it sends out and how to switch it on.
Out and in
Project files in your own storage
A folder per project in the storage your office already uses. Files on the project's Files tab are copied out, and files added to that folder are copied back in. Nothing is ever deleted from SiteSurvey by a change made there.
Out
Bookings in each person's calendar
Each person connects their own calendar, and their SiteSurvey bookings appear in a separate SiteSurvey calendar there. One way: personal events are not read back.
Your key
AI on your own key
SiteSurvey's AI works without any setup. If you would rather it ran on your company's own account, an administrator can add your API key, and form summaries and the project assistant use it.
03 · What moves where
Which way the data goes.
The four imports only bring data in. No connection writes survey results back into the other system.
| System | Into SiteSurvey | Out of SiteSurvey | How it connects |
|---|---|---|---|
| Jetbuilt | Projects, with the client as the customerRooms, created as spacesProducts, placed in their spacesClient accounts as customers | Nothing | API key, by an administrator |
| Odoo | Projects from sale ordersCustomers and site addressesProducts on the order | Nothing | API key, by an administrator |
| Xero | Items from your Xero catalogue, added to a project as products | Nothing | Sign in to Xero, by an administrator |
| InteliOffice | Products from sale orders and purchase ordersCustomer accounts | Nothing | API key and secret, by an administrator |
| Google Drive | Files added to the project's Drive folder | Files from each project's Files tabA folder per project, with its subfolders | Sign in to Google, by an administrator |
| SharePoint | Files added to the project's SharePoint folder | Files from each project's Files tabA folder per project, with its subfolders | Sign in to Microsoft 365, by an administrator |
| Dropbox | Files added to the project's Dropbox folder | Files from each project's Files tabA folder per project, with its subfolders | Sign in to Dropbox, by an administrator |
| Google Calendar | Nothing | Each person's bookings, in a separate SiteSurvey calendarChanges and cancellations made in SiteSurvey | Each person signs in to Google, on the web or in the app |
| Outlook Calendar | Nothing | Each person's bookings, in a separate SiteSurvey calendarChanges and cancellations made in SiteSurvey | Each person signs in to Microsoft, on the web or in the app |
| Claude | Summaries and answers, shown in SiteSurvey to review | Form answers sent for summariesProject questions and data sent to the project assistant | Anthropic API key, by an administrator |
| ChatGPT | Summaries and answers, shown in SiteSurvey to review | Form answers sent for summariesProject questions and data sent to the project assistant | OpenAI API key, by an administrator |
04 · Without an integration
Getting the data out anyway.
When there is no connection, the exports do the job. Any spreadsheet, accounts package or job system that takes a CSV can read them.
Spreadsheets
- Spaces as CSV
- Project products as CSV or Excel
- Each form's answers as CSV
- Assets as CSV
Reports and time
- Project reports as PDF or Word, also saved to the project's Files tab
- Expenses and timesheets as CSV or Excel
- Form completion report as CSV or Excel
Not available yet
- A public API
- Outgoing webhooks
- Zapier or Make
- Writing results back to Jetbuilt, Odoo, InteliOffice or Xero
Help: Import projects and customers · Calendar sync · Generate a project report
SiteSurvey integrations, at a glance
- Connected today
- 11: Jetbuilt, Odoo, InteliOffice, Xero, SharePoint, Google Drive, Dropbox, Google Calendar, Outlook Calendar, Claude and ChatGPT.
- Imports
- Projects, customers, rooms and products from Jetbuilt, Odoo and InteliOffice; Xero items as products. Nothing is written back.
- Files
- A folder per project in SharePoint, Google Drive or Dropbox. Files copy out and new files copy in; nothing is deleted from SiteSurvey.
- Calendars
- Google or Outlook, connected per person, one way into a separate SiteSurvey calendar.
- AI
- Built in. Optionally runs on your own Anthropic or OpenAI key.
- Not available
- Public API, webhooks, Zapier or Make, and two-way sync.
- Plan
- The Works, £25 per user per month billed annually. Trial from £1.
Which systems does SiteSurvey integrate with?
11 today. Jetbuilt, Odoo, InteliOffice and Xero bring projects, customers and products in. SharePoint, Google Drive and Dropbox get a folder per project. Google and Outlook calendars receive each person's bookings. Claude and ChatGPT API keys can run the built-in AI on your own account.
Do the integrations send survey results back to my other systems?
No. Jetbuilt, Odoo, InteliOffice and Xero import into SiteSurvey and write nothing back. Storage connections copy project files out and copy new files in. Calendar sync is one way, from SiteSurvey to the calendar.
Is there an API, webhooks or a Zapier app?
Not yet. There is no public API, no outgoing webhooks and no Zapier or Make app. To move data elsewhere, use the CSV and Excel exports or the PDF and Word reports.
How do I set one up?
In the web dashboard, open Settings and choose Integration. Depending on the service, paste in its API key or sign in to it and approve access. Calendars are connected by each person for their own account, on the web or in the app's settings.
My system is not listed. What can I do?
Use the exports. Spaces, products, form answers, expenses and timesheets download as CSV or Excel, and project reports as PDF or Word. Tell us what you run as well: we will say honestly whether a connection is likely.
Which plan includes integrations?
The Works, £25 per user per month billed annually, because integrations are set up in Settings. Trial from £1, cancel any time.
Tell us what you run