Need Help?
Answers for setup, syncing, billing, support, and data safety.
How do I email support?
You can email our support team at support@boostplugins.com. Include the subject of your request and any helpful context, such as your ClickUp team, Xero organization, list, or task. We also have live chat available from the chat bubble in the app.
What is the setup process?
First, log in to the app using either email or your ClickUp login. Then authorize the ClickUp team and Xero organizations you want to connect. After that, you can begin adding ClickUp lists, configure the fields you want to sync, and start syncing Xero data right away.
How do I use the app?
You can use BoostSync as a standalone portal or embed a specific list view in your ClickUp workspace for easier access. Use the app to search for existing Xero documents or create new ones, then link them to ClickUp tasks. During list setup, you choose which ClickUp custom fields should receive synced Xero data.
What syncing features are provided?
BoostSync supports linking ClickUp tasks to Xero documents and keeping key metadata up to date. The app refreshes Xero data in the background so linked tasks stay current. Syncing is eventually consistent, which means updates may not appear instantly, but should be accurate within 10 minutes. You can always request a manual refresh when you need the latest data right away.
How do I create an invoice and link it?
Open the app portal, select a task, and choose to create an invoice instead of linking an existing document. The app will show a form that creates the invoice in Xero and links it back to the task, so you do not need to open Xero directly.
Is my data safe?
Yes. We follow strong security practices and applicable privacy requirements, including GDPR standards. BoostSync is built to connect your ClickUp and Xero accounts, not to become a replacement accounting system. We store only the authorization and metadata needed to link and sync your accounts. When you uninstall or disconnect the app, we remove the app authorizations in line with Xero and ClickUp requirements.
How does payment work?
All users get a free three month trial without requiring a credit card. After the trial, you will need an active subscription to keep using the app.
How do I learn more?
To meet the Boost Plugins team, email support@boostplugins.com. We provide demos and guided setup sessions. If you want to learn more, we would love to hear from you.