Set up Customer Search Rules to seamlessly synchronize customer information between HubSpot and Xero, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters; if a match is found, that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.

• Company Matching Criteria (For Business Customers - B2B)
  You can configure company matching criteria by selecting a field in HubSpot (e.g., Company Name, Email) corresponding to the chosen Xero field. This ensures both platforms refer to the same company data when syncing information, maintaining consistency across systems

  

  
  

  

  
  

  

  
  

• Enable Individual Contact Sync (For Individual Customers - B2C)
  Note: Enable this only if you deal with individual contacts as well

  This feature is essential for businesses dealing directly with consumers. It allows the seamless addition of individual contacts from HubSpot to Xero as customers when there's no associated company. Therefore, if this is the case, tick “Enable individual customer sync”.

• Once you have selected your preferences, click on the "Next" button.