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Best answer

How do I import daily overdue accounts from Xero to ClickUp?

N

Hi all,

I was wondering is it possible to from ClickUp pull daily overdue accounts from Xero.

Best,

Best answer by SamBBest answer by SamB

Just following up here to announce that an Overdue Sales Invoice trigger has been added to the Xero app on Zapier! 🎉

948741027b1e599f9a368308f4243f01.png
 

We hope you’re able to test it out soon. If you run into any issues with it, please create a new post in the Community here or reach out to our Support team directly and we’ll be glad to help.

In the meantime, happy Zapping! ⚡

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2 replies

SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 7547 replies
  • March 26, 2024

Hello and welcome to the Community, @NovaCloud! 👋

I did some checking on this and it looks like there aren’t any “Overdue Accounts/Invoice” triggers currently available for the Xero app on Zapier. There is an existing feature request for this though so I’ve gone ahead and aded your vote to that. I can’t make any promises around when that sort of trigger might be added but we’ll definitely let you know the minute it is!

As a workaround, if the Xero’s Accounting API supports searching for accounts or invoices that are overdue then perhaps you could use Xero’s API Request (Beta) action to get a list of the overdue accounts/invoices. Please note that it’s more advanced than setting up the other Xero triggers and actions as you’d need to reference Xero's API documentation to set up the actual API request. If that’s something you’re interested in exploring please check out our Set up an API request action guide to learn more.

Hope that helps. If there’s anything else I can assist with in the meantime just let me know! 🙂

SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 7547 replies
  • Answer
  • January 3, 2025

Just following up here to announce that an Overdue Sales Invoice trigger has been added to the Xero app on Zapier! 🎉

948741027b1e599f9a368308f4243f01.png
 

We hope you’re able to test it out soon. If you run into any issues with it, please create a new post in the Community here or reach out to our Support team directly and we’ll be glad to help.

In the meantime, happy Zapping! ⚡

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