Validate and Troubleshoot Your Jobber Integration

Validating and troubleshooting your Jobber integration ensures data flows correctly between systems and helps you quickly resolve issues when they occur. Understanding common issues and how to fix them will keep your attribution data accurate and your integration running smoothly.

Validate Your Integration

After setting up your Jobber integration, take these steps to confirm everything works correctly:

Check Connection Status

From your WhatConverts profile, go to "Tracking" and "Integrations".
Select "CRMs" and open "Jobber".
Click "View Details".
Verify the connection status shows as "Connected".

Verify Data Selection

Confirm that "Jobs" and/or "Invoices" are checked based on what you want to track

Test with Real Data

Create a test job in Jobber
Wait a few minutes for the sync to occur
Check WhatConverts to see if the job appears as an appointment
Verify the job is connected to the correct customer's lead record

Test Invoice Syncing

Create a test invoice in Jobber
Wait for the sync to occur
Check WhatConverts to see if the invoice appears as a transaction
Confirm the sales value is correct
Verify the transaction is linked to the original lead's marketing data

Understand the Sync Delays

The Jobber integration syncs data frequently but not always instantly:

Jobs and invoices typically appear in WhatConverts within minutes
During high-traffic periods, syncing may take slightly longer
If data hasn't appeared after an hour, investigate using the troubleshooting steps above and contact WhatConverts Support if needed

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