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.
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
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