Xero Integration

Xero Integration

Accounting

Introducing Xero Integration by Cloudify, your ultimate solution for seamless synchronization between sales and accounting!

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Starting from 99 DKK

Free 15 credits available

Integrations

ERP

Accounting

Company records

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Support

Documentation

Get Support

Requirements

This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.
The Visma e-conomic app requires access to the following permissions on your HubSpot account
Cloudify Subscription

Overview

Tired of disconnected sales and accounting workflows? Xero Integration by Cloudify streamlines the process by automatically generating invoices in Xero for every deal closed in HubSpot. With the flexibility to create Xero invoices/quotes directly from HubSpot with a single click, this app simplifies the creation of companies, contacts, products, and invoices. Gain real-time access to customer revenue information and transaction logs, enhancing transparency across your teams. With features like replaying unsuccessful integrations and customizable synchronization settings, Xero Integration boosts efficiency for both sales and accounting teams.

What's New?

One-Click Invoice/Quote Sync
Create and sync Xero invoices/quotes directly from HubSpot deals with custom-defined parameters
Advanced Invoice Controls
Control taxes, amounts, discounts, and products with options to duplicate invoices or split them into two by percentage ratio
Real-Time Financial Sync
Display up-to-date Xero Sales Data under your Contacts, Companies and Deals in HubSpot

Features

Flexible Deal-to-Invoice/Quote Conversion

Transform HubSpot deals into Xero invoices/quotes automatically or with one-click custom creation. Get real-time updates in deal notes.

Advanced Invoice/Quote Controls

Customize taxes, amounts, and discounts for invoices/quotes. Split by percentage or duplicate as needed.

Better Sync Status Log

Track synchronization status in HubSpot deal activity log. Automatically attach invoice/quote copies for successful syncs.

Replay Unsuccessful Integrations

Retry failed integrations from deal notes. Ensure successful invoice/quote creation without disrupting sales cycle.

Personalized Sync Setup

Configure settings from the HubSpot-Xero card. Customize field mapping to match business needs.

Product Sync

Sync product data from HubSpot to Xero. Create invoices/quotes using deal values across all HubSpot tiers.

Manual Company Creation and Financial Data Update

Create and update customer information between HubSpot and Xero. Keep data synchronized across platforms.

Sales Overview

Access customer financial information directly in HubSpot. Update Xero data for real-time insights.

FAQ

What is Xero Integration and how does it work?

Xero Integration connects your HubSpot and Xero accounts to work together smoothly. It automatically creates invoices from your HubSpot deals and keeps all your customer details, products, and contacts up to date in both systems. If anything goes wrong, the system can quickly fix it and get back on track.

What is Xero Integration and how does it work?

How much does it cost?

Can you make it fit my business needs?

Why is CRM important for accounting integration?

Get the app

Starting from 99 DKK

Free 15 credits available

Integrations

Accounting

ERP

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Requirements

This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.
The Visma e-conomic app requires access to the following permissions on your HubSpot account
Cloudify Subscription

Implementation

Solutions

Company