View linked invoices in the board view
Once a task is linked, the Xero invoice can be surfaced through a custom field in the native task view so the team can see invoice context in ClickUp boards.
Link your boards
Connect the ClickUp boards you actually work in so invoice workflows stay attached to the right tasks.
Manage invoices visually
Create, edit, and review Xero invoices from inside ClickUp instead of juggling hidden automation logic.
Secure OAuth setup
Connect ClickUp and Xero with OAuth and skip API tokens, brittle scenarios, and per-automation tooling.
Native Xero Invoicing Inside ClickUp
No Zapier. No workarounds. Create, edit, and track Xero invoices directly inside ClickUp with a one-time setup.
Testimonials
Trusted by 100+ teams with over 10 million items synced and counting! Hear how users rely on BoostSync to enhance their work management flows.
MM
Operations Manager
“I synced all my invoices and contacts into my boards, and they are matching 100% perfectly now!”
Pinnacle Fire, Australia
BM
Corporate Development Manager
“The team at Boost gave great insights on how to structure our boards, and their Xero integration is exactly what we've been looking for.”
Macro Metals, Australia
BL
Event Consultant
“It is nice to have a simple integration that brings my CRM, AR, and AP all into one place without the setup headache.”
Fair Shot, UK
MM
Wholesale Shop Manager
“I came to BoostSync from Zapier. Now I can set up each of my clients in their own space with a click of a button rather than it taking weeks.”
Modaposa, California
MM
Operations Manager
“I synced all my invoices and contacts into my boards, and they are matching 100% perfectly now!”
Pinnacle Fire, Australia
BM
Corporate Development Manager
“The team at Boost gave great insights on how to structure our boards, and their Xero integration is exactly what we've been looking for.”
Macro Metals, Australia
BL
Event Consultant
“It is nice to have a simple integration that brings my CRM, AR, and AP all into one place without the setup headache.”
Fair Shot, UK
MM
Wholesale Shop Manager
“I came to BoostSync from Zapier. Now I can set up each of my clients in their own space with a click of a button rather than it taking weeks.”
Modaposa, California
MM
Operations Manager
“I synced all my invoices and contacts into my boards, and they are matching 100% perfectly now!”
Pinnacle Fire, Australia
BM
Corporate Development Manager
“The team at Boost gave great insights on how to structure our boards, and their Xero integration is exactly what we've been looking for.”
Macro Metals, Australia
BL
Event Consultant
“It is nice to have a simple integration that brings my CRM, AR, and AP all into one place without the setup headache.”
Fair Shot, UK
MM
Wholesale Shop Manager
“I came to BoostSync from Zapier. Now I can set up each of my clients in their own space with a click of a button rather than it taking weeks.”
Modaposa, California
MM
Operations Manager
“I synced all my invoices and contacts into my boards, and they are matching 100% perfectly now!”
Pinnacle Fire, Australia
BM
Corporate Development Manager
“The team at Boost gave great insights on how to structure our boards, and their Xero integration is exactly what we've been looking for.”
Macro Metals, Australia
BL
Event Consultant
“It is nice to have a simple integration that brings my CRM, AR, and AP all into one place without the setup headache.”
Fair Shot, UK
MM
Wholesale Shop Manager
“I came to BoostSync from Zapier. Now I can set up each of my clients in their own space with a click of a button rather than it taking weeks.”
Modaposa, California
KR
Office Admin
“The setup was super quick and any questions I had, the team was readily available.”
Stylewise, Australia
RS
Owner
“Really glad to have the support of BoostSync and their team for our non-profit.”
Prayerstations, Florida
BF
Director of Operations
“Our CRM is much more organized thanks to you guys. We can set up and tear down new projects within a day instead of it taking weeks.”
Stewart Simomons
SP
Founder and Principal Consultant
“Can't give the team at BoostSync enough credit! These guys have finally cracked the accounting sync workflows that most management platforms can't support.”
The Customer Lab, Sidney
KR
Office Admin
“The setup was super quick and any questions I had, the team was readily available.”
Stylewise, Australia
RS
Owner
“Really glad to have the support of BoostSync and their team for our non-profit.”
Prayerstations, Florida
BF
Director of Operations
“Our CRM is much more organized thanks to you guys. We can set up and tear down new projects within a day instead of it taking weeks.”
Stewart Simomons
SP
Founder and Principal Consultant
“Can't give the team at BoostSync enough credit! These guys have finally cracked the accounting sync workflows that most management platforms can't support.”
The Customer Lab, Sidney
KR
Office Admin
“The setup was super quick and any questions I had, the team was readily available.”
Stylewise, Australia
RS
Owner
“Really glad to have the support of BoostSync and their team for our non-profit.”
Prayerstations, Florida
BF
Director of Operations
“Our CRM is much more organized thanks to you guys. We can set up and tear down new projects within a day instead of it taking weeks.”
Stewart Simomons
SP
Founder and Principal Consultant
“Can't give the team at BoostSync enough credit! These guys have finally cracked the accounting sync workflows that most management platforms can't support.”
The Customer Lab, Sidney
KR
Office Admin
“The setup was super quick and any questions I had, the team was readily available.”
Stylewise, Australia
RS
Owner
“Really glad to have the support of BoostSync and their team for our non-profit.”
Prayerstations, Florida
BF
Director of Operations
“Our CRM is much more organized thanks to you guys. We can set up and tear down new projects within a day instead of it taking weeks.”
Stewart Simomons
SP
Founder and Principal Consultant
“Can't give the team at BoostSync enough credit! These guys have finally cracked the accounting sync workflows that most management platforms can't support.”
The Customer Lab, Sidney
See how customers are using BoostSync for Xero
Link or create invoices to ClickUp tasks
Keep task ownership and invoice status in one board view so your team can review what is linked, what has been sent, and what still needs attention from inside ClickUp.
Create Xero invoices inside ClickUp
Open the invoice form directly from your ClickUp workflow, choose the right customer and task, and create the Xero invoice without leaving the board.
Connect ClickUp and Xero securely
The setup flow stays simple: securely link both accounts, choose the ClickUp project or folder you want to manage, and avoid the API token and automation-builder setup that tools like Zapier and Make usually require.
How BoostSync for Xero compares
Most teams start with spreadsheets, Zapier, Make, or ad‑hoc scripts. BoostSync for Xero is purpose-built for keeping Xero and ClickUp in lockstep for finance and operations.
What matters
BoostSync for Xero
Manual updates & CSVs
Generic automation tools
Who it’s for
The teams that get the most value.
BoostSync for Xero
Revenue, finance, and operations teams that live in ClickUp but need Xero to remain the single source of truth.
Manual updates & CSVs
Small teams manually keying data between tools a few times a week.
Generic automation tools
Builders wiring up one‑off automations between lots of different apps.
How data stays in sync
What keeps Xero and ClickUp aligned.
BoostSync for Xero
Bidirectional sync for invoices, bills, contacts, and configuration with opinionated defaults and clear guardrails.
Manual updates & CSVs
Copy‑and‑paste from Xero into ClickUp, plus occasional CSV exports when something looks off.
Generic automation tools
Chains of Zapier Zaps or Make scenarios that poll APIs and hope nothing changes underneath.
Daily maintenance
How much ongoing care it needs.
BoostSync for Xero
Monitored and tuned with you. Alerts and runbooks so you can see when something drifts and why.
Manual updates & CSVs
Someone on the team becomes the “spreadsheet person” reconciling numbers at the end of the week or month.
Generic automation tools
A growing list of fragile automations to test, debug, and update as schemas or auth flows change.
Audit and reporting
What happens when finance asks hard questions.
BoostSync for Xero
Clear trace from a ClickUp item through to the Xero invoice, payment, and ledger entry that actually posted.
Manual updates & CSVs
Reconcile by hand using exports from both systems and a lot of filter + VLOOKUP work.
Generic automation tools
Logs scattered across tools, with limited visibility into what actually made it into Xero.
Pricing
All plans come with a free 90 day trial period and no credit card required. The app is sold on a flat fee rather than per automation, task, or run.
Simple
Create and link tasks
$19/month
- Create, edit, and view Xero data inside ClickUp
- Sync due dates, subtotals, contacts, and more into custom fields
- Connect ClickUp and Xero with one button
Pro
Import and analyze
$39/month
- Batch import Xero data and create linked tasks for each
- Manage subtasks as invoices or other Xero documents
- Supports up to 10,000 documents per board
The Pro plan is in beta for a small group of teams. If you are interested, request access below and we'll follow up about the beta.
Get Beta AccessGuided setup, not another side-project
Start from your existing Xero org and ClickUp workspace. We guide your team through a short rollout so you can see real data flowing in days, not months.
1
Authorize ClickUp and Xero
Securely connect your Xero organisation and ClickUp workspace so BoostSync for Xero can read and write the right records.
2
Add your existing lists
Select which list you want to map Xero data to, and then we take care of keeping the tasks up to date.
3
Create new items
Once your list is configured, you can attach invoices (and other docs) to existing tasks or create new ones directly in the embedded view.
Frequently asked questions
Answers to the most common questions teams ask when they’re wiring Xero and ClickUp together with BoostSync for Xero.
Get supportBoostSync for Xero for ClickUp is currently in beta with a small pilot group. Use the install button to join the waitlist and we’ll add your team as new pilot slots open.
Use Cases
BoostSync for Xero use cases
ClickUp Xero Integration: ClickUp Xero Integration lets teams link ClickUp boards to Xero so they can create, edit, and view Xero invoices inside ClickUp.
Invoice Tracking in ClickUp with Xero: Track invoices, bills, and payment status in ClickUp by syncing Xero into the lists your finance and delivery teams already manage.
Start your rollout
Ready to try BoostSync for Xero in ClickUp?
Try it out with no credit card required. If you love it and want to try out the pro plan, let us know. We can also assist with a guided setup to walk you through all the features.