Before you begin the integration process, please ensure you have the following:

1. Active HubSpot Account: You must have an active HubSpot account with administrative access. This is crucial for configuring the integration and managing your sales data.

2. Active Xero Account: Similarly, an active Xero account with administrative access is required. This will allow the integration to create and manage financial records.

3. Authentication Credentials: Have your login credentials for both HubSpot and Xero readily available. You will need these to connect the accounts securely.

Ensuring these prerequisites are met will help you have a smooth and successful integration setup.