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.
Give finance and operations teams one ClickUp workflow for invoice status, customer follow-ups, and task ownership while Xero stays the source of truth.
Import finance data fast
Bring invoices, bills, contacts, and related Xero records into ClickUp quickly so teams can start working from live finance context right away.
Map Xero to your workspace
Fit Xero data into the statuses, fields, and lists your ClickUp setup already depends on instead of forcing a separate finance workflow.
Keep tasks current
As invoice and payment details change in Xero, ClickUp stays updated so handoffs and follow-ups are driven by current information.
Track invoice status in ClickUp without losing Xero accuracy
Bring invoice visibility into the ClickUp boards your team already manages so payment status, owner handoffs, and follow-ups stay visible without turning spreadsheets or manual exports into the real workflow.
See how customers are using BoostSync for Xero
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.
Flat-fee plans
Pricing
BoostSync for Xero for ClickUp is sold on flat-fee plans instead of charging per automation, task, or run. The main difference today is how many ClickUp boards you can link to your Xero account.
Default plan
Basic
Most teams start here
Up to 3 boards
Flat-fee pricing for teams linking a smaller set of ClickUp boards to Xero.
- Link up to 3 ClickUp boards to your Xero account
- Create, edit, and view Xero invoices inside ClickUp
- Show linked invoices on tasks through the custom field
- Connect ClickUp and Xero with secure OAuth
For broader rollouts
Pro
Unlimited boards
Flat-fee pricing for teams that want to manage invoice workflows across as many ClickUp boards as they need.
- Everything in Basic
- Link unlimited ClickUp boards to Xero
- Keep invoice workflows available across more teams and boards
- Use the same visual invoice management flow everywhere
If you start on Basic and need to link more than 3 ClickUp boards, Pro removes that cap without pushing you into usage-based automation pricing.
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