Overview

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Overview

Welcome to the official setup guide for the HubSpot-Xero integration. This guide will walk you through the entire process of connecting your HubSpot and Xero accounts, from initial setup to advanced configuration. By the end of this guide, you will have a seamless and automated workflow between your sales and accounting platforms.

Table of Content

Table of Content

Integration Benefits

By integrating HubSpot with Xero, your organization can:

  1. Automate invoice generation based on HubSpot deal stages

  2. Ensure real-time synchronization of customer data across both platforms

  3. Access up-to-date financial insights directly within HubSpot

  4. Significantly reduce time spent on manual data entry and reconciliation

  5. Enhance financial reporting with integrated sales and accounting data

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.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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Prerequistes

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Data Flow between Xero and HubSpot

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