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.
Automate The 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—saving your team time and reducing errors in manual data entry.
Update Invoice Records in ClickUp in Real-Time With Xero Data
Your account managers 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.
The Perfect Way to Streamline Invoice Tracking in ClickUp
Give your finance and client teams the gift they've been searching for. Eliminate invoice tracking headaches and streamline the invoicing process to give your team an easier way to do their job. Just hit the "Buy Now" button below, make the payment, and we'll have your Xero and ClickUp accounts synced in a few short weeks.
ClickUp + Xero Integration
$1040
✅ Automatic creation and sync of invoice records in ClickUp from Xero
✅ Public link to Xero invoice can be accessed by team in ClickUp
✅ Relate invoices to a ClickUp CRM or account dashboard
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
What is needed to get this set up?
In order for us to make this integration work for you, you'll need:
Xero account
ClickUp Workspace
Make.com account
What's included in this integration?
The integration is used to help your account management team track all client invoices in ClickUp, without needing access to Xero. Here's a list of key features:
Invoice records get created in ClickUp whenever a new Xero invoice gets created
ClickUp records 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
Updates are done in mere seconds based on a multitude of actions
Allows the use of relationships in ClickUp to establish connections between invoices and relevant client records or contracts for a holistic view of all invoices by client/contract
Voided invoices also get updated properly; if a voided invoice gets edited in Xero, it's being reactivated in ClickUp as well
Deleted invoices in Xero get deleted from ClickUp as well
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
+27%
Team Capacity Improvement
+11%
Avg Gross Margin Growth
+34%
Avg Client LTV Increase
ZenPilot Testimonials
Our team is more efficient, productive, and healthier. I was always wary of how much of our work could be put into processes, but this has completely changed my mind. If you want to take your agency to the next level, ZenPilot is a must!
Kyle Harms
Digital Hot Sauce
They provided the tools, processes, and in-depth knowledge to allow us to successfully migrate our entire business to ClickUp in just a few weeks. We would recommend ZenPilot to anyone considering a move to ClickUp.
Andrew Cole
Fat Earth Media
They saved us a lot of time and trouble, and we've had many amazed comments from clients and colleagues about how organized our process is now.
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Aeolidia
Since following ZenPilot's strategy and best practices,our team is saving hours per team member every week. Communication has improved across the team and we're able to give our clients better visibility in their campaigns. Margins have increased because of the efficiency as well.
Chris Dubois
Lean Labs
Leadership now has a clear view of bandwidth and capacity, the staff understands exactly what is expected of them when they sit down every morning, and our clients have improved visibility into their deliverables.
Kevin D'Arcy
ThinkFuel
We are more efficient than ever and have streamlined our communication so it's organized and on task, vs having a huge Slack channel or Slack mess.
Josh Crouch
Relentless Digital
ZenPilot has been the most impactful agency operations investment we’ve ever made. They understood our situation, know ClickUp inside out, and led our team to a successful implementation. If you’re serious about scaling your agency, you need to talk to ZenPilot - they transformed how we work and led a 300% improvement in efficiency.
Michael Lisovetsky
Co-founder JUICE
ZenPilot came in with a framework, implementation, and training resources to move our agency through a lot of change in the way our 30 member team does things....change management that is super hard like task and time tracking! They really know ClickUp, and we do some crazy complicated things in there. If you need help scaling and measuring operational performance in your agency, ZenPilot is a great partner to get it done.
Ben Labay
CEO, Speero
Our agency has tried many project management tools over the years, but when we migrated to ClickUp we finally felt like we got it right. But hiring ZenPilot to help us implement it was an even better decision -- easily the best investment we made in our agency's growth. In the year since implementing ClickUp, our business has doubled, and our project management systems and structure have been able to adapt and scale with us.
Book a Call with an Efficiency Expert and Build Your Blueprint
We analyze what you're doing now and find the highest-impact opportunities for growth based on your specific goals and situation, then make a plan to address them.
5 Steps to creating a productive ClickUp workflow for your agency.
Book a Call with an Efficiency Expert and Build Your Blueprint
We analyze what you're doing now and find the highest-impact opportunities for growth based on your specific goals and situation, then make a plan to address them.
Book a Call with an Efficiency Expert and Build Your Blueprint
We analyze what you're doing now and find the highest-impact opportunities for growth based on your specific goals and situation, then make a plan to address them.
Turn productivity into profit. We're your agency operations co-pilot.
Our clients benefit from our comprehensive library of pre-built ClickUp templates, agency-specific training and certification programs, and an automation engine to help double their productivity.
Book a Call with an Efficiency Expert and Build Your Blueprint
We analyze what you're doing now and find the highest-impact opportunities for growth based on your specific goals and situation, then make a plan to address them.
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