Choose language
Home / Features / Field Service Software Integrations with CRM, ERP, and Accounting

Field Service Software Integrations with CRM, ERP, and Accounting

Connect Shifton with your CRM, ERP, accounting, and fleet tools. Data syncs automatically between platforms — no manual entry, no duplicate records, no errors. Open API included.

Field Service Software Integrations with CRM, ERP, and Accounting
Get 55 days free — full access, all features included
Grab it now
Real-Time Data Sync Across All Field Service Tools

Real-Time Data Sync Across All Field Service Tools

Field service data scattered across disconnected tools — CRM, accounting, ERP — means duplicate entry, stale information, and decisions made on incomplete data.

Automatic data sync — tasks, schedules, and job reports sync between Shifton and connected tools in real time
Real-time updates — completed jobs and inventory changes reflected instantly across all systems
Single source of truth — every team works from the same accurate, up-to-date data

No duplicate data entry — one update flows everywhere, keeping all systems aligned.

CRM, ERP, and Accounting Integrations for Field Service

CRM, ERP, and Accounting Integrations for Field Service

Dispatchers assigning jobs need full client context — contact details, communication history, past service records. Pulling this manually from a separate CRM wastes time and introduces errors.

CRM integration — client details and communication history imported automatically into job assignments
ERP connectivity — orders, inventory levels, and operational reports aligned without manual reconciliation
Full context at dispatch — dispatchers see everything they need without switching systems

Client context flows from CRM to dispatch automatically — faster assignments with complete information.

Open API for Custom Field Service Integrations

Open API for Custom Field Service Integrations

Generating invoices manually from field job data introduces delays and errors. Accounting systems need direct access to verified job completion data for accurate billing.

Automated invoicing — invoices generated directly from completed field jobs with verified data
Expense sync — expense tracking and billing stay aligned between field operations and accounting
Faster payments — reduced delays and manual corrections speed up the billing cycle

From completed job to sent invoice — automated billing with no manual data transfer.

One Connected Workflow — From Dispatch to Invoice

One Connected Workflow — From Dispatch to Invoice

Every business has unique tools and workflows. Standard integrations cover common needs, but custom connections require an open API that developers can build on.

Open API — build custom integrations with any external service your business relies on
Native connectors — pre-built integrations for popular platforms with no development required
Automation platforms — connect through Zapier or similar tools without developer dependency

Connect anything — native integrations for common tools, open API for everything else.

Free forever

Start with the Free Plan

No time limits. Get full access to core features and upgrade when you're ready.

Up to 2 team members
Task management & scheduling
Digital Forms
Mobile app for iOS & Android
Reports

Frequently Asked Questions

What integrations does Shifton support?

Shifton integrates with popular CRM, ERP, accounting, fleet management, and communication tools. We also provide an open API for custom connections.

Does data sync automatically between platforms?

Yes. When a job is completed in Shifton, data flows to your accounting, CRM, or ERP system automatically — no manual entry needed.

Is there an open API?

Yes. Shifton provides a RESTful API with full documentation. You can build custom integrations, webhooks, and automated workflows.

Can I sync invoices with my accounting software?

Yes. Completed jobs and generated invoices can sync directly to your accounting platform — line items, labor hours, parts, and totals included.

Do integrations require technical skills to set up?

Most built-in integrations are plug-and-play — connect your account and choose what to sync. For custom API work, we provide documentation and support.

Are integrations available on all plans?

API access and integrations work with the Tasks base module. The base module is free for up to 2 employees and costs $5.00 per employee per month for larger teams.

Ready to transform your field operations?

Join thousands of field service companies that trust Shifton to run smarter every day.