Our team had a great time at the recent Hackathon, and would now love to see users using and start receiving user feedback on our Xero monday.com App.
If you are interested in connecting your boards to Xero, we’d love to hear from them to get them on the early adopters. Please complete this form:
forms.monday.comAt this stage, we have 4 recipes, which connect users to timesheet in Xero, fixed-rate invoicing, time-based invoicing and contact creation.
What should we build next?
Big help, thanks, David! Appreciate your time.
Hi, I am currently searching for the right CRM and project management tool for our business. However as we are already using Xero, it will require integration with this.
How do I get this integration app while I am still on the free trial for Monday? I don’t want to commit until I know it all works well together.
Thanks for any assistance 😊
Welcome to the monday.com community @Saskia!
With our app you have a 21 day trial period, go ahead a sign up here for your trial access:
forms.monday.comLet us know if you need further assistance.
Best,
Jack
I have one question for integrating Monday and Xero.
Here is a brief description on my case: We use a few google forms for our clients to brief new projects. So manage to link this in different boards in Monday. Once we have new brief its checked and approved, which means that this automatically move this to a new board based on status change.
Is it possible to automatically create invoice draft in Xero once project approved?
Many thanks
Welcome to the monday.com community!
Yes, this is achievable!
https://support.luxie.tech/support/solutions/articles/26000044057-recipe-create-invoice
Let me know if you have any further questions.
Best,
Jack
JT’s Cloud is pleased to announce our monday.com <> Xero Integration is now available on the monday.com Marketplace!
Check it out today here - https://monday.com/marketplace/95
Create Invoices, Track Timesheets and Sync Contacts between monday.com and Xero.
Agreed! I totally want to build a cash flow board in Monday that pulls info in real time from Xero
Hi @Tara-Horn
No, this doesn’t integrate with XPM.
We found that the use cases varied too much to build a ‘common’ integration with XPM.
If you would like, I am happy to put you in touch with our team and we can scope out a custom integration with XPM for you?
Sure, that would be great, happy to speak to them
@Tara-Horn great!
You can book in a call with our team using this link
Looking forward to connecting with you
Hello community!
I was also looking for a solution to this issue
You can use different third party tools to integrate Xero with Monday, for example Skyvia support this connection
I am looking to create a dashboard in Monday that leverages on pulling some key metrics from xero reports i.e. payables, receivables, cash movements etc. what is the best practice here to do the integration
Hello there @Tawanda and welcome to the community!
I hope you like it here 💪
What are you referring to specifically? Best practices about what part of the app exactly?
Hi @Tawanda
You can sync the Xero records to a monday.com board, i.e sync invoices, and bills and then create a dashboard in monday using these boards
You can check out the app here to begin syncing your data - Luxie Tech for Xero - monday.com App Marketplace
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