Boost Plugins
BoostSync for Xero

ClickUp Xero Integration

Link each of your ClickUp boards to Xero so your team can create, edit, and view invoices directly inside ClickUp without API tokens or brittle Zapier and Make automations.

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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.

Integrate ClickUp with Xero for invoice workflows

BoostSync for Xero gives ClickUp teams a cleaner way to manage invoice work: tasks stay tied to live Xero records, finance keeps the accounting source of truth, and operations can act without bouncing between tools.

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See how customers are using BoostSync for Xero

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 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.

Pricing

All plans come with a free 90 day trial period and no credit card required. The app is sold on a flat fee rather than per automation, task, or run.

Simple

Create and link tasks

$19/month
  • Create, edit, and view Xero data inside ClickUp
  • Sync due dates, subtotals, contacts, and more into custom fields
  • Connect ClickUp and Xero with one button
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Pro

Import and analyze

$39/month
  • Batch import Xero data and create linked tasks for each
  • Manage subtasks as invoices or other Xero documents
  • Supports up to 10,000 documents per board

The Pro plan is in beta for a small group of teams. If you are interested, request access below and we'll follow up about the beta.

Get Beta Access