HubSpot 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:

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

Integration Process Overview

The setup process consists of four main stages:

1. Getting Started: Initial setup and account connection

2. Customer Settings: Configure customer data synchronization

3. Product Settings: Set up product catalog matching

4. Invoice Settings: Define invoice 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