- 01
Connect the integration
Open Settings and select Integration. Switch on the service you use and enter its details: an API key for Jetbuilt, an API key and secret for InteliOffice, or Connect to sign in to Xero. Import options only appear for connected services.
- 02
Import customers
Open Customers, select + Add, then Import from Jetbuilt or Import from InteliOffice. The dialog lists accounts from the connected service. Search by name, tick the ones you want and choose Import Accounts.
- 03
Add products from InteliOffice
With InteliOffice connected, open a project's Products tab and select + Add from InteliOffice. Bring in the products on a sale order or purchase order, and they appear on the project's InteliOffice view.
- 04
Add products from Xero
With Xero connected, open a project's Products tab and select + Add from Xero. Search your Xero items, tick the ones you need and add them to the project as products.
- 05
Review the imported records
Imported customers appear in the Customers list, ready to use on new projects. Imported products sit on the project's Products tab, ready to place in spaces.
Good to know
- ✓In the Jetbuilt customer import, accounts with no postcode are flagged as missing. Add the postcode in Jetbuilt first if site addresses matter to you.
- ✓Jetbuilt imports client accounts only. Jetbuilt projects and products are not imported, so create the project in SiteSurvey and add its spaces and products there.
- ✓Nothing is written back: completed surveys and reports stay in SiteSurvey.
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