Sync for Xero for ClickUp Documentation
Sync for Xero makes it simple to connect your accounting and project delivery workflows between Xero and ClickUp. You can bi-directionally create and update invoices, track contact changes, and keep key finance records accurate in ClickUp lists.
Unlike generic Zapier or Make automations, Sync for Xero is purpose-built for these Xero + ClickUp workflows. It includes guardrails, predictable mappings, and support from the team that runs the integration day-to-day.
If you'd like to meet us or have questions about the app, we are always available to talk via our contact form or via the chat option at the bottom of the page.
Jump right in
Start with these core guides to get Sync for Xero for ClickUp up and running.