Overview
Boost Plugins for monday is the powerful, real-time sync solution that connects your Xero data directly to your monday boards, giving you a single source of truth for projects, sales, and finances.
Maximize Your Team’s Efficiency and Protect Your Bottom Line
Manual data entry is prone to errors, slow, and a drain on resources. This integration changes that.
Boost Plugins for monday provides a seamless, bi-directional sync, ensuring that updates in one platform are instantly reflected in the other. This means your sales, project, and finance teams are always working with the same, accurate information—eliminating confusion and speeding up your cash flow cycle.
Seamless, Real-Time Two-Way Sync
Keep your project status and financial records in perfect harmony. Sync for monday syncs crucial financial data from Xero directly into your monday boards, and updates in monday boards then push back to Xero. This powerful, two-way sync keeps everything in balance.
Key Features
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Create and Update Invoices Generate new sales invoices in Xero right from your monday board. Update them instantly as project statuses change.
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Manage Quotes Adjust and track quotes directly within monday workspaces, ensuring your team can quickly follow up and convert proposals into paid invoices.
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Keep Contacts Current Sync your customer and supplier contact details bi-directionally. Update a client’s information in one place, and it updates in the other—automatically.
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Product and Service Sync Ensure accurate billing by syncing your full list of products and services, including sales prices, from Xero to monday boards.
Reliable Data Integrity, Instant Visibility
Your data is only useful if it’s reliable. Our priority is keeping all your data at your fingertips so you can make the right decisions, faster. The app is built with a security-first mindset, ensuring your sensitive financial information is handled responsibly.
Focus on what you do best—managing projects and delighting customers—while we handle the heavy lifting of data synchronization.
Why Choose Boost Plugins for monday?
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Automation Automating workflows isn't a luxury anymore; it’s how you stay ahead. Eliminate tedious, repetitive tasks.
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Data Integrity Keep your financial and project data accurate and trustworthy with a reliable, bi-directional sync.
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Visibility Get instant reports on project profitability, tracked against real Xero invoices and payments—all within your existing monday workspace dashboards.
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Simplicity Our one-time, easy setup means you’ll be up and running fast, with zero configuration headaches.
Streamline Your Accounting and Project Management. Get Boosted.
Sync by Boost Plugins + Xero
Boost Plugins for monday: How It Works
This powerful integration uses Xero’s secure OAuth2 protocol to establish a robust, real-time, bi-directional connection between your Xero organisation and your mondayworkspace. This ensures data flows securely and reliably between your accounting ledger and your project management boards.
Key Data Synchronization Points
Xero → monday Sync
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Contacts: Customer and Supplier contact information, including name, address, and primary contact details.
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Products & Services: Item details, including sales price and unit of measure, for easy selection when creating invoices or quotes in monday.
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Invoices: Real-time status updates (Draft, Awaiting Payment, Paid) for invoices created via the app, providing instant financial visibility on your project boards.
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Payments: Track when an invoice is paid in Xero to automatically update the related item status on your monday board.
monday → Xero Sync
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Invoices & Quotes: Automatically create new sales invoices and quotes in Xero based on project milestones, budget columns, or status changes on your monday board.
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Contact Creation/Update: When you add a new client to a monday item, the app can automatically create them as a new contact in Xero, or update existing details.
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Bi-directional Field Mapping: The app offers auto-mapping for standard fields, and flexible options to map custom fields between Xero and monday items, ensuring data consistency across platforms.
Security and Compliance
We follow leading compliance frameworks, including SOC 2, ISO 27001, and GDPR. We apply a least-privilege access model, meaning access to your data is strictly limited to what is necessary for the sync, in full alignment with security best practices. All billing is handled securely via the monday Apps Marketplace, providing an extra layer of trust and security.
Benefits of the Bi-directional Integration
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Accuracy: Eliminates manual transposition errors, leading to a more reliable financial close.
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Speed: Accelerates the quote-to-cash cycle by automating invoice creation at the right project stage.
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Context: Gives project managers financial context and visibility into payments and profitability without needing direct access to Xero.
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Control: Define exactly which boards, groups, and items in monday trigger an action in Xero, giving you full control over your data flow.
Getting started
The quickest and most secure way to begin is by using the “Get this app” button right on this Xero App Store listing page. This will take you directly to the installation page on the monday Apps Marketplace, where you can add the app to your workspace.
Simple, Scannable Setup Process
Follow these three simple steps to connect Xero and monday:
1. Install the App
Click the “Get this app” button on this listing. This directs you to the monday Apps Marketplace. Follow the on-screen instructions to add Boost Plugins for monday to your monday workspace.
2. Connect to Xero
Once installed, navigate to the app’s settings within your monday workspace. You will be prompted to log in to your Xero account. Select the specific Xero organization you wish to connect. This uses Xero’s secure OAuth2 process to grant the app the necessary permissions.
3. Configure Your Syncs
The app features an easy-to-use configuration interface.
- Map Data: Choose which Xero data (Contacts, Products) you want to sync to which boards in monday. Auto-mapping for common fields is done for you.
- Set Up Automation Recipes: Use the simple automation builder in monday (e.g., “When a status changes to ‘Invoice Approved’, create an Invoice in Xero”).
Tips for a Smooth Start
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Use the Free Trial: We offer a free trial so you can evaluate the app in your own environment before committing. Test the two-way sync with a couple of non-essential boards first.
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Start with Contacts: Begin by syncing your core Xero Contacts and Products to a dedicated board in monday. This ensures you have accurate, up-to-date reference data before you begin automating invoice creation.
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Dedicated Support: We offer a dedicated support team to assist you with any questions. You can reach out directly via chat or email us. We provide full implementation assistance to get your custom workflows running perfectly.
Your Data Is Secure
Rest assured, your financial data is secure. Our integration adheres to strict security protocols and compliance standards, including GDPR. You are in control of the permissions granted through Xero’s secure sign-in process. You can review and revoke access at any time directly in your Xero settings.
We’re committed to providing a flexible, risk-free solution—you can cancel anytime if you’re not satisfied.
