Integration

Tradify Integration Services
so the office stops rekeying the week.

Tradify integration services Australia for Trade Businesses. Tradify has no public API, so we connect it the way that actually works: the built-in accounting links, plus its reports and exports feeding payroll, reporting and the rest of your software.

Timesheets into payroll, job margins on one dashboard, supplier prices into Tradify in a single import. Fixed-price quotes, an Australian team, and support after launch.

  • AU-wide Perth-based · servicing Australia
  • 18+ yrs Building custom software
  • Checked Every row before it is loaded
  • Fixed Price scopes, no surprises
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
Connected Stack

Get Tradify working with payroll and accounts

The systems Tradify users most often ask us to sync with, accounting, payroll, CRM and reporting. Click any platform to see its dedicated integration page.

What an integration actually is

Tradify knows the job, not whether it made money

Tradify knows what was quoted, who is assigned and what got done on site. Your accounting system knows what was billed and paid. Neither knows the whole story, so someone in the office spends their week carrying information between them.

What you already run

What we build

One integration layer

Picks up Tradify reports and exports, maps your codes to theirs, checks the records that exist in both places, and keeps a log of every load so a mismatch can be traced instead of argued about.

Get a fixed-price scope

What you get

  • Invoices reach accounting through a properly set up Tradify integration
  • Customer, supplier and price list records kept in step across systems
  • Timesheet and job reports loaded into payroll and dashboards without retyping
What We Build

Your Tradify data, connected without a public API

Tradify job management integration covering accounting, customers, suppliers, timesheets and reporting. Pick a tab to see how each one works without a public Tradify API.

Invoices and bills into accounting

Tradify already sends invoices, bills, customers and suppliers to Xero, QuickBooks Online and MYOB through its own built-in integrations. We make sure that is set up properly first: tax codes, account codes and customer matching.

Where the built-in sync does not cover how you bill, such as progress claims reported against the quote or a second set of books, we work from Tradify job and invoice exports and reconcile them against accounting.

Customer and supplier records

Xero users get two-way customer and supplier sync from Tradify itself. For a CRM (customer relationship management system) or any other system, customer lists are exported from Tradify, matched and loaded.

Going the other way, new customers and sites from your CRM or a spreadsheet are cleaned and shaped into files Tradify imports in one go.

Supplier pricing, purchase orders and bills

Supplier price files arrive in every layout imaginable. We reshape them each month into the exact format the Tradify price list import expects, so hundreds of items update in one import instead of an afternoon of typing.

Purchase order and bill exports are checked against accounting so materials land on the right job and the right account.

Timesheets to payroll

The Tradify Timesheet Report downloads as a spreadsheet file. We check the hours against each employee, split out overtime, travel time and allowances, and load them into Employment Hero, Deputy, MYOB Payroll, Xero Payroll and others.

Someone downloads the report on a set day. Everything after that runs on its own, with an alert if the file does not arrive. The payroll team reviews and runs, they do not retype.

Job profitability and business reporting

Tradify Job Financial and Productivity Reports combined with accounting figures in one dashboard. Revenue, costs and margin by job, by customer and by type of work.

Power BI, Google Sheets or email summaries, refreshed each time a new report is saved. Not live, and for most owners reviewing margins weekly, it does not need to be.

Capabilities catalogue

From a proper Xero setup to Power BI reports

The Tradify work we are asked for, from getting the built-in Xero integration set up properly to a Power BI dashboard built on Tradify reports. If your scenario is not listed, ask, we build bespoke.

Tradify and accounting (Xero, MYOB, QuickBooks)

  • The built-in Tradify Xero integration set up with the right tax and account codes
  • Tradify invoices to MYOB AccountRight and MYOB Essentials checked and reconciled
  • Tradify and QuickBooks Online set up for management accounts
  • Tradify job and invoice exports reconciled against accounting
  • Supplier bills and purchase order exports matched to the right job and account
  • Progress claims, deposits and retention reported against the quoted value
  • Multi-branch setups reported against the right ledger

Tradify and payroll

  • Tradify Timesheet Report into Deputy
  • Tradify hours into Employment Hero / KeyPay payroll
  • Tradify hours into MYOB Payroll
  • Xero Payroll with travel, overtime and allowances handled
  • Hours checked against rosters before payroll runs
  • Subcontractor hours checked before they are paid

Getting data into Tradify

  • Supplier price lists reshaped for the Tradify import every month
  • Customer and site lists cleaned and imported from spreadsheets or a CRM
  • Supplier lists and supplier bills prepared for Tradify import
  • Bulk customer and supplier import when moving from paper or legacy systems
  • Checks that flag a missing, duplicated or changed export before anything loads

Client portals fed from Tradify

  • Customer portals showing job and invoice status from Tradify exports, refreshed on a schedule
  • Document library: invoices, quotes, certificates and job sheets
  • Strata-manager portals listing jobs and invoices for each property
  • Live status and online quote acceptance, once Tradify grants API access

Tradify migrations

  • ServiceM8 to Tradify migration for smaller mobile crews
  • Tradify to ServiceM8 migration with form mapping
  • Tradify to Simpro migration when project work outgrows Tradify
  • AroFlo, Fergus and FieldPulse to Tradify migration paths
  • Spreadsheet and paper workflows lifted into Tradify
  • Job history, client and supplier data preserved through migration

Power BI and Tradify dashboards

  • Power BI dashboards combining Tradify reports with Xero or MYOB
  • Job profitability, work in progress and gross margin by trade or division
  • Utilisation, jobs per day and chargeable hours for each technician
  • Revenue by client and repeat-job rate
  • Debtor days and cashflow forecasting across Tradify and accounting
  • Bespoke dashboards when Power BI is not the right fit

Tradify connections and integration work

  • Tradify Xero integration set up and checked, so invoices land with the right codes
  • Xero and Tradify reporting with costs tracked per job
  • Tradify QuickBooks integration for management accounts
  • Tradify supplier pricing, purchase orders and bills
  • Tradify software integration with the systems you already run, through its reports and exports
Pricing

What Tradify work costs and how we quote it

Straight answers on tradify integration cost before you commit time to a scoping call. Custom tradify integration priced as a fixed scope, not by the hour.

Free 15-minute call

Tell us what systems Tradify needs to connect to and what is eating your time. We will tell you what makes sense.

Fixed-price quote

Clear scope, clear price. Build, testing and go-live included. No hourly billing that drags on.

Start with the biggest pain point

Most Tradify businesses start with timesheets into payroll or a job margin report, and add more later. We scope in stages so you pay for what you need now.

Why HELLO PEOPLE

Zapier, n8n or a build
that works without a Tradify API

Zapier, n8n and enterprise integration platforms all rely on an API, and Tradify does not publish one. Here is how the options compare for an Australian trade business.

Concern HELLO PEOPLE Zapier / Maken8n / Self-hostedMuleSoft / Boomi
Connecting to Tradify Built on Tradify reports and exports No Tradify app to connect toNo public Tradify API to callNo Tradify connector
Checks before data is loaded Every row checked and matched Copies rows as they areYou write the checksConfigurable, needs specialists
Getting data back into Tradify Files shaped for Tradify imports Not possibleYou build the file formatCustom build, priced accordingly
AU trades BAS + GST fit AU-native, parts + labour GST Generic, misses AU quirksGeneric, you code the rulesGeneric, needs configuration
Ongoing cost One-off + optional support plan Per-operation, foreverSelf-hosted infra + upkeepEnterprise licence
If Tradify grants you API access Same checks, the source switches to the API Still no Tradify appYou rebuild the flowNew connector project
Direct access to the builder Email Kasun, get Kasun Chat support tierCommunity forumEnterprise support tier
Job, customer and quote data ownership You own it, nothing sits with us Vendor holds middlewareYou own it (self-hosted)Vendor holds middleware
Case Study

Field-to-invoice loop for a multi-crew Perth electrical contractor

Five field crews were logging jobs in a field-service app, then admin staff were manually re-entering the same data into accounting at the end of every day. We built a two-way bridge so job completion triggers the invoice and the customer record stays consistent across both systems.

Read the full case study
5 Field crews unified onto one workflow
92% Faster from job-complete to invoice
0 Manual re-keying of job data
6wk Discovery to go-live
How It Works

Clear milestones and no tech jargon

A clear six-step process for tradify job management integration and custom tradify integration builds. No tech jargon, clear milestones.

  1. Discovery

    We look at how your team uses Tradify, what types of jobs you run, and which accounting or payroll systems are involved. Quick call, usually 30 minutes.

  2. Scope & Data Mapping

    What syncs, which direction, what happens when edge cases pop up. You get a clear plan and a fixed price before we start building.

  3. Build

    Integration built on Tradify reports and exports, or on its API if Tradify has granted your business access. Checks, logging and alerting all included, not afterthoughts.

  4. Testing

    We test with your actual job types (quoted work, time and materials, variations) and real Tradify reports, so every scenario maps correctly before go-live.

  5. Go-Live

    Launch with monitoring on the first real batches. Historical data brought across if needed. Rollback plan in place.

  6. Support

    When Tradify changes a report layout or your other software changes, we update the integration. Monthly support plans available for peace of mind.

Meet the person

Tradify Integration, one seamless process

Your Tradify Integration, handled by the founder from start to end.

HELLO PEOPLE designs, builds and looks after AI, software, app and data solutions for Australian businesses, with senior expertise on every project and a scope agreed before work starts. For an integration, that means every record lands where it should and both systems agree.

Since 2007, HELLO PEOPLE has delivered more than 100 projects from Perth for small and medium businesses across Australia: custom software and apps, system integrations, data migrations, reporting and dashboards, and AI that works inside the systems a business already runs.

I lead every engagement myself. I trained in accounting before moving into IT, hold accounting and IT professional qualifications and an MBA, and bring more than 20 years of experience across sales, service delivery, inventory and compliance. I am also a PhD candidate in AI at Curtin University, researching retrieval-augmented generation (RAG), so the technology is always judged by what it does for the business.

  • An old-fashioned service

    Small and boutique. The person who scopes your integration is the person who builds it, and the same person watches the first live syncs.

  • Quick responses

    No ticket queue and no account manager in between. You hear back within one business day, usually sooner.

  • A long-term partner

    The integration is the start, not the end. When you need the next system, integration or report, you call the same person, who already knows your business.

How it runs today

Monday starts with typing up timesheets

  • A job closes in Tradify and someone types the invoice out again
  • Customer details are updated in one system and stale in the other
  • Materials and labour are reconciled by hand at month end
  • Nobody trusts the job profit figure, so a spreadsheet appears

After

Payroll and Xero stop waiting on the office

  • Invoices reach accounting through a properly set up integration
  • Customer and supplier records checked and kept in step
  • Hours reach payroll from the Timesheet Report without retyping
  • Job profit is visible while there is still time to do something about it

Scoped and quoted before you commit. You own the code and the credentials at the end of it.

Get a fixed-price scope
FAQs

Questions trade owners ask about Tradify

Which Tradify partners and add-ons do you work with?

Third party and external system integration for Tradify usually means one of these: ServiceM8, simPRO, Microsoft Dynamics 365, Deputy, Xero, MYOB and QuickBooks. Most of it comes down to timesheets into payroll, job margin reporting and supplier pricing. Tradify has no public API, so we link it to them through its built-in integrations, reports, exports and imports rather than a live two-way sync. If your second system is not listed, ask, and we will tell you plainly what is possible without an API.

How do you get a Tradify API key?

You cannot get one the way you can for some other platforms. Tradify has no self-serve developer portal, no published API documentation and no API key in its settings. Deeper access is only arranged by contacting Tradify support or your account manager, it is decided case by case, and it is not guaranteed. If you want to apply, we can help you set out what data you need and why. In the meantime, most connections can be built on Tradify reports and exports. Our Tradify API key guide explains it in more detail.

Where is the Tradify API documentation?

Tradify does not publish API documentation or an endpoint reference. Any documentation would come from Tradify directly, if it grants your business API access. Before that, the reliable way to know what can be connected is to look at what the Tradify reports and exports actually contain, which we can do with you on a short call.

What do tradify integration services australia actually deliver?

A dependable link between Tradify and the rest of your software, built on what Tradify actually provides: its built-in accounting integrations, report downloads, spreadsheet exports and imports. Timesheets reach payroll without retyping, job margins appear in one dashboard, and supplier prices update in one import.

How much does custom tradify integration cost?

It depends on the systems involved and the volume of jobs and transactions. Book a 15-minute scoping call and we come back with a fixed-price quote inside 48 hours. No hourly billing, no scope creep.

Can you connect Tradify to Xero or MYOB?

Tradify already connects to them itself, through built-in integrations with Xero, QuickBooks Online, MYOB AccountRight and MYOB Essentials. We make sure that is set up properly first. Custom work covers what those integrations do not reach: payroll, reporting, supplier pricing and systems outside accounting.

Tradify already has a Xero integration. Why do I need custom?

Often you do not. The built-in Xero integration is a two-way sync covering invoices, bills, customers and suppliers, and for many trade businesses it is enough. Custom work makes sense when data needs to go somewhere Tradify does not connect to, such as payroll or a combined dashboard, or when figures from several systems need checking against each other.

How long does a tradify job management integration take?

About 4 to 8 weeks for most builds. Simpler invoice-only setups can be faster. Complex multi-system projects (Tradify, accounting, payroll, reporting) run 8 to 12 weeks, delivered in phases.

Can you handle progress claims and staged billing?

Partly. Staged billing is set up in Tradify, and the invoices reach accounting through its built-in integration. What we add is the reporting across both: progress claimed against the quoted value, retention held, and what is left to bill on each job, built from Tradify job and invoice exports.

Can you push Tradify timesheets to our payroll?

Yes, from the Tradify Timesheet Report. It downloads as a spreadsheet file, we check the hours, handle overtime, allowances and travel time, and load them into Employment Hero, Deputy, MYOB Payroll, Xero Payroll or other systems. Someone downloads the report on a set day, and you get an alert if it does not arrive.

What if Tradify changes and the integration breaks?

Tradify can change a report or export layout, and your other software can change too. The integration checks the layout of every file before loading it, so a change stops the load and raises an alert instead of loading wrong figures. Monthly support plans cover the fix.

Does Tradify connect to Zapier?

No. Tradify has no Zapier app, no public API and no documented webhooks, so Zapier has nothing to connect to directly. Zapier can move Tradify export files once they are saved to a folder, which suits low-stakes jobs. Our Tradify and Zapier article covers the options and where each falls short.

Are you a Tradify integration company, a consultant or a developer?

All three. As a Tradify integration consultant we start by looking at how your team uses Tradify and which accounting or payroll systems are involved. As a Tradify integration developer we then build it on Tradify reports and exports, or as a Tradify API integration where Tradify has granted your business access, test it with your real job types and support it when layouts change.

Tell us what runs alongside Tradify

Tell us what accounting and payroll systems you use alongside Tradify. Whether you need a tradify to xero integration, a payroll bridge or a full tradify job management integration, we come back with a clear plan and realistic cost.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.