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monday.com <> Xero

monday.com <> Xero

The app has been developed to build an integration between the Xero accounting software and monday.com. The app will allow the user to create invoices, timesheets, purchase orders, quotes and contacts from data in monday.com. The app uses the monday user email address to link with Xero for timesheets. All other data is pulled in using column values in specific items.

Getting Started + FAQ

Terms of Service
How Much Does It Cost?
Authorisation

Invoices

Recipe - When Invoice is created Create an item if Reference contains filter and sync changes from Xero
Recipe - When status changes to something, create invoice with items from connected board
Recipe - When status changes to something, create an invoice using Sub Items
Recipe - When status changes to something, create an invoice
Recipe - When invoice is created, create an item
Recipe - When invoice is created, create an item and sync future changes

Contacts

Recipe - When status changes to something create contact with address and phone number
Recipe - When status changes to something create contact
Recipe - When contact is created, create an item
Recipe - When contact is created, create an item and sync future changes

Billing

Recipe - Create Item from Xero Bill
Recipe - Create Item from Xero Bill & Sync
Recipe - Create Bill using SubItems
Recipe - Create Bill using Linked Items
Recipe - Create Bill

Quotes

Recipe- When status changes to something create a quote using subitems

Payroll

Recipe - Create Timesheet

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