Sync Xero contacts, customer records, invoices, bills, quotes, purchase orders, and products/services into mapped monday.com boards. Keep Xero as the accounting record while your team works from board data they can assign, filter, review, and export when a spreadsheet copy is needed.
Bring contacts, invoices, bills, quotes, purchase orders, and products/services into monday.com with mapped Xero fields such as status, amount, due date, contact, organization, and sync state.
Run advanced sync for selected mapped fields across an updated-date range, using live Xero data or stored Sync for Xero records when that fits the board.
Use BoostSync for Xero to handle monday.com workboard exports and follow-up while Xero stays responsible for ledger setup, payroll, tax and account configuration, and final accounting history.
Export Xero data into monday.com so the data is not trapped in a one-person spreadsheet. The board can hold Xero fields beside monday.com owners, statuses, notes, approval steps, follow-up dates, and handoff columns. When someone needs an Excel snapshot, the team can export the board with the synced Xero fields, owners, statuses, notes, and follow-up context included, without opening up access to the live workspace.
Export Xero contacts into a monday.com CRM board, then add owners, next actions, and more beside the synced Xero data. When enabled, mapped contact fields like name, email, phone, and address can update Xero too.
Export Xero invoices, bills, quotes, and purchase orders into monday.com with document number, reference, status, issue and due dates, totals, contact fields, and organization.
Turn invoice, bill, quote, and purchase order line items into monday.com subitems, keeping pricing, tax, account, discount, and tracking details in one organized document view.
Keep Xero attachments and document PDFs in monday.com file columns on the matching contact, invoice, bill, quote, or purchase order row, so the board holds both the record data and the files needed for review or handoff.
Instead of rebuilding CSVs for every finance handoff, sync supported Xero records into monday.com boards your team can keep using. Contacts, products/services, invoices, bills, quotes, and purchase orders land in mapped columns, then the board can carry review status, approvals, follow-up, and handoff context around the accounting data.
Bring invoice and bill data into monday.com with the document number, contact, status, dates, payment amounts, totals, organization, and sync state visible on the row. Finance can still see the Xero accounting context, while operations can add owners, review steps, exceptions, and follow-up columns without editing the accounting record directly.
A Xero contact export becomes more useful when it is also a monday.com CRM board. Keep customer and supplier details from Xero beside pipeline owner, account segment, renewal timing, next action, and escalation notes, so the team can work from the customer list instead of only reading it.
Xero remains the governed system for ledger setup, tax and account configuration, payroll, and final accounting history. BoostSync for Xero brings the Xero records teams act on into monday.com, where contacts, documents, line items, payment context, organization details, and mapped files can sit beside the workflow fields needed for review, assignment, and handoff.
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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