Monday.com >< Xero

Would love to know when this is possible.

Hi @ElenaK, sorry I missed your message.

Are you looking to send the PDF link from Xero to a monday.com item do you mean? This should be possible in our next update!

Happy to jump on a call to demonstrate - [https://hello.jtscloud.com/meetings/mitchellhudson/app-demo](http://App Demo)

Or you can complete this form to install/test and keep up to date with future releases - [monday.com Xero Intergration Enquiry Form](http://Enquiry Form)

Hi @DF2019

Sorry for the delay response.

We are currently working on this feature as we speak, we are hoping to get the sync up and running within the next few weeks :slight_smile:

That’s good news, thank you. One comment on pricing though. The original fee you had mentioned, I thought was too high, for what the features did…just some feedback, so you can get as many customers as possible.

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Thanks for your feedback, David (@DF2019). We appreciate it.

Would be great to hear your feedback on how you would price the app? Particularly whether you’d paid per recipe or for all recipes, annual vs. monthly or any further detailed feedback would be valued.

We want to also have as many customers as possible :slight_smile:

Hi Jack,
Pricing should be based on number of recipes or features. A client that uses only 1 recipe should pay a lower amount than someone who uses more recipes. I don’t recall the exact figure you had quoted, but it was $50-$60, and based on what we see with other online services that have a very narrow focus (appointment scheduling, etc.) the fees are $9, $15, $19 etc. and certainly not more than that. Also in your case, you will likely want to get traction and as a new service, you want to get more customers on board quickly to create momentum. Also a higher price-point with a brand new service (unknown and untested) will also be a deterrent to sign up new customers.
Hope this helps.

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Big help, thanks, David! Appreciate your time.

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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 :blush:

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:

Let 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

Hi @Alex-Velinov

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

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Hi @Jack-JTsCloud Does this app connect to Xero practice manager?

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

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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