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
