ClickUp + Xero
Integration
Integrate ClickUp and Xero for easy invoice tracking
Eliminate your invoicing headaches. Sync ClickUp and Xero with our custom integration so that your account management team can manage client invoices without annoying your finance team.
★★★★★ Trusted by 3,100+ clients running on ClickUp
Invoices flow from Xero to ClickUp automatically
Automate Invoice Record Creation in ClickUp from Xero
Create your invoices in Xero, and they'll automatically be added to an 'Invoices' list in ClickUp, complete with the invoice number, client, status, link, amount, amount paid, and due date - providing your team real-time visibility into invoices without direct access to Xero.
Update Invoice Records in ClickUp in Real-Time With Xero Data
Watchers will receive real-time updates and notifications whenever a Xero invoice is sent, updated, or paid, ensuring that all stakeholders are informed in a timely manner and can take necessary actions without delay.
Everything you need to connect Xero and ClickUp
- Invoice records get created in ClickUp whenever a new Xero invoice gets created
- ClickUp tasks (representing invoices) inherit important data such as invoice status, invoice due date, date when the invoice was sent, invoice amount, paid amount, and a public link to the invoice accessible by anyone
- Offer your team members visibility into Xero invoices without granting them access to Xero
- This integration is hand-built by a ZenPilot specialist (not delivered automatically upon purchase)
- Requires an active (paid) Make.com subscription
Custom-built by a ZenPilot integration specialist for your workspace.
- Custom Xero-to-ClickUp integration
- Invoice data synced in real-time
- Built on Make.com for reliability
- Specialist setup and configuration
Common Questions
What is needed to get this set up?
You'll need three things:
- A Xero account
- A ClickUp Workspace
- A Make.com account
What's included in this integration?
The integration helps your account management team track all client invoices in ClickUp without needing access to Xero. Key features:
- Invoice records get created automatically
- ClickUp records inherit important data (status, due date, sent date, amounts, public link)
- Updates happen in seconds
- Relationships can connect invoices to client records
- Voided invoices get handled properly
- Deleted invoices sync between platforms
Is this a 2-way sync?
The integration is a 1-way sync - it creates records and updates them in ClickUp when an invoice is created or updated in Xero. It does NOT create invoices or update them in Xero upon making an update in ClickUp.
Thanks to ZenPilot, the company has increased their overall productivity by 400% and revenue acquisition by 25%. The team strictly adheres to timelines and the budget, but internal stakeholders are particularly impressed with their knowledge and workforce methodology.
Shayla Pearson — Director of Rev Ops, Seaworthy Strategy Eliminate Invoice Headaches.
Connect Xero and ClickUp.
Book a call to get your custom Xero integration built by a ZenPilot specialist.