Xero to ClickUp Integration
We built a custom integration that syncs Xero invoices with ClickUp tasks, automating financial tracking of paid invoices to create triggers for project advancement.
PROJECT DETAILS
Client
Vertical Engineering
Year
2025
Location
Brisbane, Australia
Deliverables
API Integration, Automation Scripts
Business Challenge
Vertical Engineering manages complex elevator installation projects that span several months and involve multiple payment milestones. Before automation, project managers had to manually monitor Xero for payment confirmations and then update project statuses in ClickUp.
Security & Reliability
Security was a primary concern given the sensitive financial data being transmitted. The integration utilises industry standard OAuth 2.0 for authentication with both Xero and ClickUp.
Impact & Outcomes
The integration has processed hundreds of invoices since deployment, maintaining exceptional reliability and sync times from payment confirmation to task update.
Get in Touch
Need something similar? Get in touch to discuss your project.