Installation
Configuration
Advanced Features
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.
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.
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