Sync and manage your Xero data directly in monday.com
Sync Xero with monday.com and banish manual data entry!
Xero Sync pipes live accounting data— invoices, quotes, contacts, products and more—straight into the boards you already use. Any change you make in one platform is mirrored in the other, so finance, sales and project teams always work from the same numbers.
---
✨ Why Xero Sync
* Two-way, real-time sync – edits, new records and status changes flow both directions within seconds.
* Three-step setup – connect, map boards, pick a workspace; done in minutes.
* Auto field mapping – default matches from Xero fields to monday columns, yet fully customizable.
* Global ready – multi-currency plus GST/VAT support.
* Multi-organization – link several Xero organizations to different boards in the same workspace.
* Invoices & Bills – create, send, edit and record payments without leaving monday.
* Quotes – draft, approve and convert to invoices in one click.
* Contacts – keep customer and supplier details current across both tools.
* Products & Services – maintain one item catalogue and reuse it everywhere.
* Dashboards & Automations – surface unpaid invoices, aged receivables or revenue by project inside monday dashboards.
* Role-based permissions – fine-grained control over who can view, edit or approve financial data.
---
🚀 Try It Free
Install directly from the monday.com Apps Marketplace, enjoy a full-featured 14-day trial, and only pay per monday seat when you’re convinced.
Stop copy-pasting—let Xero Sync keep your books and boards in perfect harmony!
Security & Compliance
Security
Does the developer periodically perform penetration testing?
Not answered
Does the developer have a dedicated security and privacy point of contact for such issues or questions?
Yes
security@boostplugins.com
Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?
Not answered
Does the app protect against mass parameter assignment attacks?
Yes
We have strict rate limiting to prevent these types of events.
Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?
Yes
We do complete input validation on all forms and board entries.
Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?
Not answered
Does the developer have mechanisms to notify monday.com in case of a security breach?
Not answered
Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?
Yes
The XeroSync infrastructure is deployed 100% within monday.com and leverages their instant deployment process for all updates.
Compliance
Is the app certified with the information security standard ISO/IEC 27001:2022?
Yes
XeroSync is hosted 100% on monday.com and follows all required guidelines on security standards.
Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?
Not answered
Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?
Not answered
Is the app compliant with the General Data Protection Regulation (GDPR)?
Yes
XeroSync is hosted 100% on monday.com and is required to delete customer environments within 10 days of app uninstall.
Data
Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).
Yes
XeroSync sends data only between monday.com and the customer's Xero workspace. We do not store any data on 3rd party systems.
Where does the app store logs data?
monday
XeroSync uses the default monday.com logging mechanisms. Logs are not stored on any 3rd party systems.
Where does the app store the app data?
monday
Xero Sync uses monday.com storage.
Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?
Yes
All PII is redacted from application logs.
Is customer data segregated from the data of other customers (for example logically or physically)?
Yes
We do not store any customer data besides the auth tokens required to sync data between the two platforms. These tokens are stored in a secure storage that is encrypted at rest on monday.com.
Privacy
Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?
Yes
We inherit all MFA requirements that Xero.com enforces for users.
Does the developer protect access to customer data based on the principle of least privilege?
Yes
At an app-level, XeroSync is only granted the necessary permissions to perform the syncing actions. All other monday.com permissions are blocked.
Reviews
No reviews yet.
Historical data
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
Total number of installs
Change in total number of installs in last 7 days
Compares the number of installs on each date with 7 days previously:
Max
Min
Current
Change in total number of installs in last 30 days
Compares the number of installs on each date with 30 days previously:
Max
Min
Current
Change in total number of installs in last 90 days
Compares the number of installs on each date with 90 days previously:
Max
Min
Current
Ratings history
Categories history
Each of the following is a yes/no answer, so the graphs show 1 for yes, and 0 for no.
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