ServiceM8 Integration

The ServiceM8 Integration is designed to facilitate seamless integration between Sophiie and ServiceM8, allowing users to synchronize their leads, jobs and schedules efficiently. This Integration ensures that your data is always up-to-date across both platforms, enhancing your workflow and improving communication with your clients.

The ServiceM8 integration empowers you to:

• Synchronize Leads/Customers and unified Appointments (combining Jobs and Job Activities).

• Automatically create new records in Sophiie if they don’t exist yet.

• Set up automated transfer of inquiries from Sophiie straight to your ServiceM8 Inbox.

• Enjoy a seamless two-way sync—updates in either system reflect instantly in the other.

Setup & Connection

Here’s how to get started:

1. Go to Settings in Sophiie

   • Log in to your Sophiie account.

   • Navigate to the Settings section.

2. Open Integrations

   • Click Integrations.

   • Scroll to the ServiceM8 Integration section.

3. Connect ServiceM8

   • Click the Connect button.

   • You’ll be redirected to ServiceM8’s consent screen.

   • Click Allow to grant permissions.

4. Select Sync Mode
   After successful connection, choose how data should sync:

   • Two-way sync
     Both systems stay in sync. Customers and jobs created or updated in either system will appear in the other.
     ​Initial sync: A full sync is run from Sophiie to ServiceM8 at the beginning.

   • Sophiie → ServiceM8
     Data flows one way, from Sophiie into ServiceM8.
     ​Initial sync: A full sync is run from Sophiie to ServiceM8 at the beginning.

   • ServiceM8 → Sophiie
     Data flows one way, from ServiceM8 into Sophiie.
     ​Initial sync: Not available. Only new or updated records created after connection will sync from ServiceM8 to Sophiie.

   • Send inquiries to ServiceM8 Inbox
     Automatically forward new inquiries from Sophiie into your ServiceM8 Inbox.

5. You’re Connected!
   — After saving your preference, Sophiie and ServiceM8 begin syncing according to your chosen mode.

How It Works

Two-Way Sync

• Sophiie → ServiceM8
  Customers and appointments created or updated in Sophiie are synced to ServiceM8.

• ServiceM8 → Sophiie
  Changes in ServiceM8 (e.g., job scheduling, customer updates) are synced back to Sophiie.

Initial sync: A full sync runs from Sophiie to ServiceM8 when you first connect.

One-Way Sync (Sophiie to ServiceM8)

• Data flows only from Sophiie into ServiceM8.

• Customers and appointments created or updated in Sophiie will appear in ServiceM8.

Initial sync: A full sync runs from Sophiie to ServiceM8 when you first connect.

One-Way Sync (ServiceM8 to Sophiie)

• Data flows only from ServiceM8 into Sophiie.

• New or updated records in ServiceM8 will appear in Sophiie.

Initial sync: Not available. Only records created after you connect will sync.

Appointment Sync (Jobs + Job Activities)

Appointments in Sophiie combine job and activity information into one view:

• Customers / Leads

  • Name

  • Email

  • Phone

  • Address (Country, City, Postcode)

• Appointments

  • Title (Customer Name)

  • Job Type (Category)

  • Job Summary (Description)

  • Schedule (Start/End time)

  • Assigned Staff

Send Inquiries to ServiceM8 Inbox

If enabled, any new inquiries in Sophiie are automatically delivered to your ServiceM8 Inbox.

Limitations

• No initial full sync for ServiceM8 -> Sophiie Mode: When you first connect, existing data in ServiceM8 is not imported into Sophiie. Only new or updated records will sync after the connection is made.

• Only the fields listed in the How It Works section are synced.

• Company contacts are not supported — Sophiie links to only one primary contact per lead.

• Unscheduled jobs in ServiceM8 (without start/end times) are ignored — they cannot be synced to Sophiie.

• Syncing of additional data like notes, attachments, and multiple contacts is not currently available.

Disconnecting ServiceM8

To unlink your account:

1. Go to Settings in Sophiie

2. Open Integrations

3. Find ServiceM8 Integration

4. Click “Disconnect”

Syncing stops immediately after disconnection, but your existing data remains in Sophiie.

FAQ

Q: Is the sync in real time?
Yes—updates occur almost instantly both ways, depending on your selected mode.

Q: Are job activities synced?
Yes—they merge with jobs to create unified appointments inside Sophiie.

Q: Why didn’t my job appear in Sophiie?
Only jobs with schedules (start/end time) sync—Sophiie requires appointments to be scheduled.

Q: Can I sync multiple contacts per lead?
Not yet—Sophiie currently supports only one primary contact per lead.

Q: Can I forward Sophiie inquiries to ServiceM8?
Yes—select “Send inquiries to ServiceM8 Inbox” to enable automatic forwarding.

Q: What happens to data after disconnecting?
Sync stops immediately. Existing data remains until a reconnect is made.