Getting Started

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Prerequistes

Prerequistes

This document outlines the essential prerequisites for successfully integrating HubSpot and Xero. Adhering to these requirements will ensure a smooth integration process, optimal data synchronization, and secure operation.

Table of Content

Table of Content

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.

Note

Important: Please ensure you have all prerequisites before beginning the integration process.

Got unique integration needs?

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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