Keep account ownership, activities, and next steps in monday CRM while BoostSync for Xero adds mapped Xero contact details and related invoices, bills, quotes, and purchase orders. Account teams get financial context for each customer while Xero remains the accounting record.
Bring selected Xero contact details and organization identity into the monday.com board the account team uses.
Open a contact to review invoices, bills, quotes, and purchase orders by status, last update, and total.
Use monday.com for owner,, renewal, and next action while limiting which mapped contact fields may update Xero.
monday CRM carries the relationship work like owners, activities, dates, and next steps. BoostSync for Xero adds mapped Xero contact and document context, allowing for additional context and capability around your CRM
Give account managers the customer and document context they need for follow-up while Xero remains responsible for the accounting data.
See mapped contact details, and associated invoices, POs, quotes, and bills beside your account team's own columns.
Open invoice, bill, quote, and purchase order tabs from a contact item instead of asking finance for every document check.
Start a new supported document from the contact workspace, then review it in the item editor before saving.
Allow writeback only for selected supported fields; use your own monday CRM's columns in conjunction with Xero. monday.com acts as a controlled operationally layer on top of Xero
Map Xero contact fields such as name, primary-person details, email, phone, address, account number, customer or supplier type, currency, and Xero organization into a configured monday.com contact board. Keep account owner, next action, renewal date, and relationship health as monday.com fields beside that accounting context.
Open a contact item to review related invoices, bills, quotes, and purchase orders in separate tabs, with the document number or name, status, last update, and total available for each record. From the same workspace, start a new supported document and open its editor.
Choose which mapped contact columns can write to Xero. Supported contact writeback covers fields such as name, email, phone, and address; Xero identifiers and sync fields stay protected, while account owner, renewal date, health, and next action can remain monday.com-only.
Includes all features. Pricing is a flat fee based on seats in your monday.com account. You are not charged per automation or the amount of data in your Xero account.
Calculate your cost
Billed monthly through monday.com.
5 seats lands you in the 4-5 bucket.
Seats is the number of active users you have in your monday.com account. You can check how many active users you have in the Administration > Directory > Users view on monday.com.
All accounts get a 2 week free trial which includes everything in the app. You will not be automatically charged when the trial ends.
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