Xero and monday show different numbers
Invoices, bills, and purchase orders don’t match across tools, so no one is sure which totals are real.
Bidirectional Xero sync for monday.com teams
Sync for Xero keeps Xero and monday.com in lockstep. We mirror financial documents, contacts, and configuration so boards, invoices, and reports always agree.
What Sync for Xero keeps in sync
Invoices, bills, POs & quotesMirror financial documents between Xero and monday.com so both sides see the same amounts and status.
Contacts & companiesKeep customers and suppliers aligned across Xero and monday.com without duplicate data entry.
Accounts, tax rates & regionsReuse your Xero chart of accounts, tax rates, and tracking so every board uses the right configuration.
Boards that stay in syncWe auto‑create and maintain monday.com boards so statuses, payments, and workflows match what’s in Xero.
What breaks when Xero falls out of sync
Teams end up reconciling Xero and monday.com by hand just to answer simple questions about revenue, tax, and customers.
No traceable history
You can’t easily walk from a monday item to the invoice, payment, and ledger entry that actually hit Xero.
Contacts and companies that never line up
monday CRM and Xero contacts drift, so you double‑enter, merge, and chase duplicates every week.
Reconciliation by tab‑hopping
You bounce between monday boards, Xero, and spreadsheets just to answer simple revenue questions.
Month‑end fire drills
Close means exporting CSVs from Xero and monday, fixing mismatches, and re‑uploading instead of reviewing the full story.
No guardrails when sync breaks
You only find issues when a customer complains or finance spots a mismatch, not when the data first drifts.
How Sync for Xero keeps teams aligned
A bidirectional bridge between Xero and monday.com with easy setup, opinionated defaults, and ease of sue in mind. So you can focus on your business.
Records we keep in sync
Xero and monday.com share the same data
Core financial and CRM objects stay mirrored, so reporting and workflows never drift.
Contacts & companies
Tracking categories & regions
Accounts & tax rates
Purchase orders
Bidirectional flow
Xero to monday.com
Changes to invoices, bills, and statuses move between Xero and monday.com in both directions, so teams always share the same numbers.
Xero
monday.com
Maximize data quality
Stop chasing mismatched numbers
See how the same records look when teams copy and paste between tools versus when Sync for Xero keeps Xero and monday.com in agreement.
RecordXeromonday.com
Invoice #1042$12,340.00 · Paid$12,340.00 · PaidIn sync
ContactAcme Robotics Inc.Acme Robotics Inc.In sync
Tax rateNZ GST 15%NZ GST 15%In sync
What teams see in practice
Concrete wins from keeping Xero and monday.com aligned
Directional numbers from typical rollouts so you can sense the impact before wiring Sync for Xero into your own boards.
Weekly time saved
10+ hours
Less manual reconciliation and copy‑paste between Xero and monday.com.
Teams using Sync for Xero
500+
Organisations keeping finance and operations aligned on shared data.
Time to setup
< 5 min
From templates and auth to seeing first records land on a monday.com board.
Manual data entry reduced
99%
Typical reduction in copy‑paste between tools once Sync for Xero is live.
AutoMap
Instantly map Xero data to monday.com
Start from sensible defaults for invoices, contacts, and items, then fine‑tune field mappings to match the boards and columns your teams already use.
Xero contact namePeople
Invoice due dateDate
Tax rateDropdown
AutoSync
Keep Xero and monday.com in sync automatically
Sync for Xero quietly keeps invoices and contacts matching on both sides—no spreadsheets to juggle, and no extra plugins or Zapier-style recipes to maintain.
AutoSync is on
Instant Updates
- • New invoices in Xero appear on the right monday board.
- • Contact edits in monday.com flow back into Xero.
- • Status changes are reflected on both sides automatically.
How Sync for Xero compares
Most teams start with spreadsheets, Zapier-style recipes, or ad‑hoc scripts. Sync for Xero is built specifically for keeping Xero and monday.com in lockstep for finance and operations.
What matters
Sync for Xero
Manual updates & CSVs
Generic automation tools
Who it’s for
The teams that get the most value.
Sync for Xero
Revenue, finance, and operations teams that live in monday.com 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 monday.com aligned.
Sync 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 monday.com, plus occasional CSV exports when something looks off.
Generic automation tools
Chains of Zaps or scenarios that poll APIs and hope nothing changes underneath.
Daily maintenance
How much ongoing care it needs.
Sync 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.
Sync for Xero
Clear trace from a monday 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.
Guided setup, not another side-project
Start from your existing Xero org and monday.com workspace. We guide your team through a short rollout so you can see real data flowing in days, not months.
1
Add preconfigured monday templates
Install the monday.com boards we ship for invoices, contacts, and reconciliation so you have a clean starting point.
2
Authorize monday.com and Xero
Securely connect your Xero organisation and monday.com workspace so Sync 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.
You’re not on your own after go-live
Sync for Xero is designed to run quietly in the background. When something looks off or your workflow changes, you still talk directly to the team that builds and runs it.
Support
24/7 help from the Sync for Xero team
If a sync ever looks off, you get a direct line to the engineers who run Sync for Xero, not a tier 1 script. We help debug real invoices, contacts, and tax rules so finance and operations can trust every number.
- Engineers monitoring syncs and error logs around the clock.
- Help tracing a single invoice or contact through Xero and monday.com.
- Shared context on your boards, statuses, and tax setup.
We'll add it
Need a new field or workflow?
Outgrowing your current mapping? If you need Xero Tracking Categories, custom statuses, or a new monday.com board wired in, we extend the sync to match how your team works.
Sync invoices, bills, and contacts
IncludedAdd tax regions or tracking categories
AvailableYour next field or workflow
Planned with youFrequently asked questions
Answers to the most common questions teams ask when they’re wiring Xero and monday.com together with Sync for Xero.
Get supportSync for Xero is currently in beta use with a few early adopters. You can sign up above to join the beta and start using it for free in your monday.com account.