Overview

Installation

Connect Xero account

Choose Subscription Plans

Invoice/Quote Rules

Customer Search Rules

Product Search Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Quote Settings

Get the Most Out of the App

FAQs - Frequently Asked Questions

Data Flow between Xero and HubSpot

Best Practices and Support

HubSpot Xero

Getting the Most Out of the App

FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Xero invoices or quotes

  • Keep your HubSpot and Xero product and customer data in sync

  • View financial information directly in HubSpot

  • Customize invoice/quote details like taxes and discounts

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Xero invoices or quotes

  • Keep your HubSpot and Xero product and customer data in sync

  • View financial information directly in HubSpot

  • Customize invoice/quote details like taxes and discounts

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Xero invoices or quotes

  • Keep your HubSpot and Xero product and customer data in sync

  • View financial information directly in HubSpot

  • Customize invoice/quote details like taxes and discounts

  • Track sync status in your deal notes

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote creation was successful?

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote creation was successful?

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote creation was successful?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I have installed the app, but how do I create the invoice/quote now?

Q: I have installed the app, but how do I create the invoice/quote now?

Q: I have installed the app, but how do I create the invoice/quote now?

Q: Will the invoice/quote be directly sent to my customer after it is created?

Q: Will the invoice/quote be directly sent to my customer after it is created?

Q: Will the invoice/quote be directly sent to my customer after it is created?

Q: I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?

Q: I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?

Q: I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?

Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?

Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?

Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?

Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/quote?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/quote?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/quote?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: I am unable to import my Xero customer and product data to HubSpot with this application

Q: I am unable to import my Xero customer and product data to HubSpot with this application

Q: I am unable to import my Xero customer and product data to HubSpot with this application

Q: What if my HubSpot customer is not present in Xero? Will the integration work?

Q: What if my HubSpot customer is not present in Xero? Will the integration work?

Q: What if my HubSpot customer is not present in Xero? Will the integration work?

Q: What if my HubSpot product is not present in Xero? Will the integration work?

Q: What if my HubSpot product is not present in Xero? Will the integration work?

Q: What if my HubSpot product is not present in Xero? Will the integration work?

Q: I have connected my Xero account to HubSpot but I can't see the created invoice/quote in Xero

Q: I have connected my Xero account to HubSpot but I can't see the created invoice/quote in Xero

Q: I have connected my Xero account to HubSpot but I can't see the created invoice/quote in Xero

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?