Xero Project Management in monday.com
Xero Projects hold the budget, logged time, and invoicing for a job, but that data stays inside Xero. BoostSync for Xero map fields, such as project ID, status, deadline, estimate, invoiced totals, and minutes logged, into your own monday.com columns.
Keep Xero Projects as the basis
Import your Xero Projects and monday.com becomes the place to coordinate around them, not the system that edits them.
Let non-finance users see what matters
Review imported Xero Project information in monday.com without giving every viewer direct Xero organization access or requiring each viewer to connect Xero.
Build your own processes around Xero Projects
The imported Xero columns carry the project finances and stay in sync, so they're never stale. Add monday.com's native column types around them. Assign teammates, set priorities, whatever fits your team's needs.
A project management Xero integration with a clear boundary
For teams comparing project management software with Xero integration, the distinction matters: BoostSync for Xero does not turn monday.com into a replacement for Xero Projects. It brings Xero-backed project records into monday.com so execution work can happen beside the financial record.
Projects are import-only by design. A monday.com user can organize, review, and plan around a project row without accidentally changing the Project record in Xero.
The board starts from real Xero records instead of a manually recreated project list, reducing stale names, missing IDs, and copied financial totals.
Minutes logged, estimate, invoiced totals, status, and deadline give delivery leads an up-to-date read on each project's finances, without waiting on a finance report.
Importing Xero Projects
Choose which Xero Project fields appear on your monday.com board
BoostSync for Xero maps monday.com columns to Xero Project fields allowing the board to contain parts of the project record that matter for teams.
Import your Xero Project
Client project
No Xero field selected for this column.
Finance record ID
No Xero field selected for this column.
Delivery status
No Xero field selected for this column.
Target completion
No Xero field selected for this column.
Approved budget
No Xero field selected for this column.
Billed to date
No Xero field selected for this column.
Work logged
No Xero field selected for this column.
... and 31 more Xero Project field options are available in the app.
Pricing
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.
- One source of truth for everything
- Supports multiple organizations
- Custom mapping and filtering
- Import and view PDFs
- Create contacts and invoices
- Bulk export and reconciliation
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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