What's New?

  • One-Click Invoice/Quote Sync: Create and sync Xero invoices/quotes directly from HubSpot deals with custom-defined parameters
  • Advanced Invoice Controls: Control taxes, amounts, discounts, and products with options to duplicate invoices or split them into two by percentage ratio
  • Real-Time Financial Sync: Display up-to-date Xero Sales Data under your Contacts, Companies and Deals in HubSpot

Features

  • Flexible Deal-to-Invoice/Quote Conversion: Transform HubSpot deals into Xero invoices/quotes automatically or with one-click custom creation. Get real-time updates in deal notes.
  • Advanced Invoice/Quote Controls: Customize taxes, amounts, and discounts for invoices/quotes. Split by percentage or duplicate as needed.
  • Better Sync Status Log: Track synchronization status in HubSpot deal activity log. Automatically attach invoice/quote copies for successful syncs.
  • Replay Unsuccessful Integrations: Retry failed integrations from deal notes. Ensure successful invoice/quote creation without disrupting sales cycle.
  • Personalized Sync Setup: Configure settings from the HubSpot-Xero card. Customize field mapping to match business needs.
  • Product Sync: Sync product data from HubSpot to Xero. Create invoices/quotes using deal values across all HubSpot tiers.
  • Manual Company Creation and Financial Data Update: Create and update customer information between HubSpot and Xero. Keep data synchronized across platforms.
  • Sales Overview: Access customer financial information directly in HubSpot. Update Xero data for real-time insights.

Pricing

Trial

Leverage our integration features at no cost with 15 free syncs

Free

Create customers, products, and invoices/quotes from HubSpot to Xero

Sync and update customers' financial data in HubSpot

Custom rules and mapping for creating customers and invoices in Xero

Replay failed sync from HubSpot deal notes

Create & sync custom invoices from HubSpot deals

Customize tax, amount & discount for invoices

Split or duplicate invoices as needed

Basic

Unlimited Customer Sync and Financial Data Updates

$15

/month

Unlimited manual company sync

Unlimited company financial data update from Xero

Custom rules and mapping for creating customers in Xero

Create & sync custom invoices from HubSpot deals

Customize tax, amount & discount for invoices

Split or duplicate invoices as needed

Premium

Comprehensive Customer, Products and Invoice Sync with Financial Data Update

$30

/month

Unlimited manual company sync and company financial data update from Xero

Create invoices/quotes and products from HubSpot to Xero @ $0.15 per sync

Replay failed sync from HubSpot activity log

Custom rules and mapping for creating companies, products and invoices/quotes in Xero

Create & sync custom invoices from HubSpot deals

Customize tax, amount & discount for invoices

Split or duplicate invoices as needed

Custom integration

One-time setup fee as applicable

Monthly fee based on the transactions

Integration build as per your business flows and requirements

Dedicated support for implementation

Please contact us for an exact quote

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FAQ

Xero Sync is an app that generates invoices in Xero right from a deal in HubSpot. This app streamlines company, product, contact, and invoice/quote creation straight from HubSpot deals and integrates enhanced functionalities like updated company financial data in HubSpot from Xero Sync. Advantages include real-time data updates, a replay option for failed syncs, flexible field mappings and tailored sync rules.

You can start with a free trial of 15 free syncs. After that, you can use our Basic Plan at USD $15/month and have unlimited manual company sync, unlimited company financial data updates from Xero, custom rules and mapping for creating customers in Xero. If you require further upgraded features, we recommend you take our Premium Package at USD $30/month.

We provide custom integration plans that include a one-time setup fee as applicable and a monthly fee based on the transactions. The integration will be built based on your business flows and requirements. Furthermore, you will have dedicated support for implementation.

Integration ensures seamless customer and financial data transfer, eliminating manual data entry and reducing errors. It enables better collaboration between sales and finance teams, enhances customer insights, and improves overall business efficiency.

Benefits include improved data accuracy, time savings through automation, enhanced visibility into customer transactions, better forecasting, and improved customer service by providing a holistic view of customer interactions and financial status.

Common data includes customer contact information, sales quotes, invoices, payments, and financial transactions. Additionally, product or service details, sales quotes, and customer communication logs may also be synchronized.

Ready to revolutionise your workflow with the Xero Integration? 

Xero Integration – Your Partner in Efficient Deal Closure and Accurate Invoicing.

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