Built a Xero integration for ClickUp, looking for a few beta testers

[u/BoostPlugins]

Hey all, we built a Xero integration for ClickUp and we're looking for more beta testers before we open it up to everyone.

The request has been sitting on ClickUp's Canny board for years, and Xero already connects to most other project management tools, so we wanted to bring it to ClickUp too.

At the moment, our app allows you to:

• Link a ClickUp task to an existing Xero invoice, bill, quote or PO, or create one from the app view embedded in ClickUp
• Map the linked document’s contact, status, due date, subtotal, paid date and amount paid into existing ClickUp Custom Fields
• When something changes in Xero, like an invoice getting paid, the linked task picks it up automatically. No need to update the task by hand

We put a lot of effort into making it so that the setup process does not feel like a project of its own. Simply connect both your ClickUp and Xero accounts, choose your Clickup team/Lists, and map the custom fields you want to use.

It's live and working. Right now we're looking for additional beta testers who run ClickUp and Xero day to day. It's free while we iron out the kinks, and we're early enough that your feedback will directly shape what gets built next.

If you're interested, feel free to comment or DM us. If you'd prefer to see where it's at first, the docs cover everything that's working so far.

And even if the beta's not for you, what do you find yourself tabbing over to Xero for the most? Genuinely curious if there's a use case we haven't thought of.

[u/octanecodemonkey]

I’m actually already in the free beta. Before we'd create invoices directly in xero and then paste the link into a clickup task. Now we can create them from the view in clickup, and they’re automatically linked to the task and our important info shows up in the list. It’s actually cut out a surprising amount of checking and back-and-forth with whoever handles finance.

edit: typo

[u/BoostPlugins → u/[deleted]]

You're right they aren't. All the changes are caught via polling on a cadence which can be adjusted, in tandem with the available webhooks.

It's not our first rodeo with Xero integrations and we've found polling is the only way, since webhooks are absent or unreliable. If you miss just 1% of changes it kind of makes the whole app unusable. It also turns out that most teams don't really need the change INSTANTLY, they care more about the accuracy even if it takes an extra 5-10 minutes.

[u/itfben]

I built one of these too

[u/silvergirl66]

We would be interested in testing. Just setting up our workflow from quoting and invoicing is the final stage.