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.
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.
Flat-fee plans
Pricing
BoostSync for Xero for ClickUp is sold on flat-fee plans instead of charging per automation, task, or run. The main difference today is how many ClickUp boards you can link to your Xero account.
Default plan
Basic
Most teams start here
Up to 3 boards
Flat-fee pricing for teams linking a smaller set of ClickUp boards to Xero.
- Link up to 3 ClickUp boards to your Xero account
- Create, edit, and view Xero invoices inside ClickUp
- Show linked invoices on tasks through the custom field
- Connect ClickUp and Xero with secure OAuth
For broader rollouts
Pro
Unlimited boards
Flat-fee pricing for teams that want to manage invoice workflows across as many ClickUp boards as they need.
- Everything in Basic
- Link unlimited ClickUp boards to Xero
- Keep invoice workflows available across more teams and boards
- Use the same visual invoice management flow everywhere
If you start on Basic and need to link more than 3 ClickUp boards, Pro removes that cap without pushing you into usage-based automation pricing.
Sign UpGuided 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
Add preconfigured ClickUp templates
Install the ClickUp lists and templates we ship for invoices, contacts, and reconciliation so you have a clean starting point.
2
Authorize ClickUp and Xero
Securely connect your Xero organisation and ClickUp workspace so BoostSync for Xero can read and write the right records.
3
Click Sync
Run your first sync with a small set of data, confirm everything looks right, and then roll it out to the rest of the team.
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?
Join the beta and we’ll help your team connect the right ClickUp boards, validate the first Xero sync, and get invoice workflows running cleanly.