Installation
Configuration
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Xero Integration
Welcome to the HubSpot-Xero Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and Xero accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
Integration Benefits
By integrating HubSpot with Xero, your organization can:
Automate invoice generation based on HubSpot deal stages
Ensure real-time synchronization of customer data across both platforms
Access up-to-date financial insights directly within HubSpot
Significantly reduce time spent on manual data entry and reconciliation
Enhance financial reporting with integrated sales and accounting data
Integration Process Overview
The setup process consists of four main stages:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Quotes Settings: Define invoice /Quotes creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active HubSpot account with administrative access
An active Xero account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
Connect Xero account
Choose Your Subscription Plans
One-Click Invoices/Quotes
Invoice/Quote Rules
Customer Search Rules
Product Search Rules
Always check the Notes section in your HubSpot deal to view the status of your integration run