Convert deals into Xero invoices and see revenue in HubSpot
Convert deals into Xero invoices and see revenue in HubSpot
Eliminate the hassle of syncing financial data between HubSpot and Xero. Automate invoice creation, sync customers seamlessly, and track financial performance all within HubSpot.
Eliminate the hassle of syncing financial data between HubSpot and Xero. Automate invoice creation, sync customers seamlessly, and track financial performance all within HubSpot.
Manage everything without leaving HubSpot
Cloudify brings your accounting workflow directly inside HubSpot with no switching tabs and no manual effort. Get complete visibility into your billing workflow with the HubSpot–Xero dashboard—create or update invoices and quotes, track deals, and monitor sync status all in one place.
Instantly view deal details, amounts, and sync history in a single screen
Identify errors or failed syncs and resolve them with one click
Create, review, or re-run invoice syncs directly from the dashboard
Filter and search deals to quickly find what you need
Book a free consultation directly from within the app
How it works
Three steps. Fully automated
Cloudify handles customers, products, and invoices in sequence exactly how your Xero setup requires.
Customer
When an order arrives, we find or create the matching customer in Xero. Match by name, email, or any field you choose. Set default currency, tax treatment, and sales account per customer.
Product
We match the product to Xero by SKU or title. If it doesn't exist, we create it automatically — or use a default product. Your call. Sales price, description, and cost price mapped automatically.
Invoice
We create the invoice exactly how you want it — your trigger, your status, your account mapping. Shipping charges included as a line item. Refunds create credit notes automatically.
Advanced Configuration
Designed for Sales, Finance, and Operations Teams
Cloudify's HubSpot Xero Integration streamlines your billing process, reduces hours of manual work, improves data accuracy, and gives you visibility into real-time financial data all within HubSpot.
Customer Rules
Control how Shopify customers map to Xero contacts.
Match customers by name, email, or custom field
Set default currency per customer
Assign default sales account
Country-specific sales accounts for international stores
Set tax treatment: inclusive, exclusive, or no tax
Product Rules
Control how Shopify products map to Xero items.
Match products by SKU, title, or direct link
Auto-create new products in Xero if not found
Or use a default product for unmatched items
Map sales price, cost price, and description
Include or exclude Shopify tax on invoices
Invoice Rules
Control when, how, and in what state invoices are created.
Trigger: on order created, on payment, or on fulfilment
Status: draft, awaiting approval, awaiting payment, or paid
Include shipping charges as an invoice line item
Send Xero invoice emails to customers automatically
Map reference, due date, invoice number, and currency
Powerful Features for Seamless Integration
Built with HubSpot's native UI extensions and automation workflows for full flexibility and control
Every Order Becomes an Invoice
Shopify orders sync to Xero in real time. Products and customers created automatically. Nothing to copy, nothing to export.
See and Fix Any Failed Sync Instantly
If a sync fails, you see it immediately in your dashboard and retry with one click. No hunting for missing invoices at month-end.
Test Before You Go Live
Run a demo sync with sample data. See exactly how your orders, customers, and products appear in Xero before switching on live sync.
Simple, honest pricing.
Start free. Only pay for the invoices you sync. No monthly minimums, no lock-in.
Start free. Only pay for the invoices you sync. No monthly minimums, no lock-in.
Try Free
Start immediately. No card required.
Your first 15 invoices included
Same features as Pay As You Go
15 invoices — no card needed
Full access to all Pay As You Go features
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Settings carry over on upgrade
Perfect for Customer Data Synchronization and Financial Data Updates
No minimums. Cancel any time.
Unlimited Seats & Users Include:
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Custom rules for customer creation in Xero
Full access to HubSpot UI extensions
Instant notifications for all sync actions
Free onboarding to help you get started quickly and smoothly.
Complete HubSpot-Xero Integration
No minimums. Cancel any time.
Create invoices/quotes and products from HubSpot to Xero ($0.15 per sync)
Everything in Basic, plus:
Unlimited customer sync between HubSpot and Xero
One-click invoice/quote generation
HubSpot workflow actions for Xero
One-click replay to fix errors or update documents
Free onboarding to help you get started quickly and smoothly.
For complex workflows and dedicated support.
Tailored pricing based on your volume and requirements
Everything in Pay As You Go
Integration built to your exact business flows
Specialized automation and workflow requirements
Monthly fee based on transaction volume
Dedicated onboarding & implementation
Direct line to your implementation team
Try Free
Start immediately. No card required.
Your first 15 invoices included
Same features as Pay As You Go
15 invoices — no card needed
Full access to all Pay As You Go features
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Settings carry over on upgrade
Perfect for Customer Data Synchronization and Financial Data Updates
No minimums. Cancel any time.
Unlimited Seats & Users Include:
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Custom rules for customer creation in Xero
Full access to HubSpot UI extensions
Instant notifications for all sync actions
Free onboarding to help you get started quickly and smoothly.
Complete HubSpot-Xero Integration
No minimums. Cancel any time.
Create invoices/quotes and products from HubSpot to Xero ($0.15 per sync)
Everything in Basic, plus:
Unlimited customer sync between HubSpot and Xero
One-click invoice/quote generation
HubSpot workflow actions for Xero
One-click replay to fix errors or update documents
Free onboarding to help you get started quickly and smoothly.
For complex workflows and dedicated support.
Tailored pricing based on your volume and requirements
Everything in Pay As You Go
Integration built to your exact business flows
Specialized automation and workflow requirements
Monthly fee based on transaction volume
Dedicated onboarding & implementation
Direct line to your implementation team
Try Free
Start immediately. No card required.
Your first 15 invoices included
Same features as Pay As You Go
15 invoices — no card needed
Full access to all Pay As You Go features
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Settings carry over on upgrade
Perfect for Customer Data Synchronization and Financial Data Updates
No minimums. Cancel any time.
Unlimited Seats & Users Include:
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Custom rules for customer creation in Xero
Full access to HubSpot UI extensions
Instant notifications for all sync actions
Free onboarding to help you get started quickly and smoothly.
Complete HubSpot-Xero Integration
No minimums. Cancel any time.
Create invoices/quotes and products from HubSpot to Xero ($0.15 per sync)
Everything in Basic, plus:
Unlimited customer sync between HubSpot and Xero
One-click invoice/quote generation
HubSpot workflow actions for Xero
One-click replay to fix errors or update documents
Free onboarding to help you get started quickly and smoothly.
For complex workflows and dedicated support.
Tailored pricing based on your volume and requirements
Everything in Pay As You Go
Integration built to your exact business flows
Specialized automation and workflow requirements
Monthly fee based on transaction volume
Dedicated onboarding & implementation
Direct line to your implementation team
Questions? We've got answers.
Real answers to real questions from real customers
What exactly does this integration do?
This integration helps you:
Turn your Shopify orders into Xero invoices automatically
Keep your Shopify and Xero product and customer data in sync
Monitor sync status through detailed logs within Shopify order notes
Handle refunds and shipping charges with ease
What happens when my 15 free invoices run out?
You'll be prompted to move to Pay As You Go. Your settings, field mappings, and rules stay exactly as they are — nothing resets.
Yes. No annual commitment, no cancellation fee. Cancel directly from your Shopify app settings.
Is the onboarding call really free?
Yes. Every new account gets a free setup call with our team to configure your customer matching, product rules, invoice triggers, and account mapping.
Can I control when invoices are created in Xero?
Yes. You choose the trigger: when the order is created in Shopify, when payment is recorded, or when the order is fulfilled. You also choose the invoice status — draft, awaiting approval, awaiting payment, or paid.
Building something more complex?
Tell us about your setup and we'll come back with a tailored solution and pricing.
© 2026 Cloudify. All rights reserved
© 2026 Cloudify. All rights reserved
2026 Cloudify. All rights reserved
Questions? We've got answers.
