Overview

Prerequisites

Installation

Connect Xero account

Choose Subscription Plans

One-click Invoices/Quotes

Invoice/Quote Rules

Customer Search Rules

Product Search Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Quote Settings

One-click Invoices/Quotes

Advanced Features

Explore App Features

FAQs - Frequently Asked Questions

Data Flow between Xero and HubSpot

Need help? Let's talk

Need help? Let's talk

Need help? Let's talk

Search

Search

HubSpot Xero

Getting the Most Out of the App

Data Flow between Xero and HubSpot

Data Flow between Xero and HubSpot

The table below shows what data is synced between HubSpot and Xero. The data flow is largely unidirectional from HubSpot to Xero except for the invoice/quote PDF copy imported back into HubSpot as well as updated booked-invoice data synced into HubSpot.

Data Flow between Xero and HubSpot

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels:

Email support

Email support

Schedule a call

Schedule a call

Choose Subscription Plans

Product Settings

On this page