Click "Start" to begin the Quick install flow

Click "Connect Xero"

Click "Add app"

Click "Continue"

Click "Next" - Trial is automatically selected

Click "Select Pipeline"

Select the pipe you want the app to trigger on.

Click "Select Deal Stage"

Select the stage you want the automation to trigger on

Click "Select Quote/Invoice"

Select if you want to create an invoice or quote

Click "Add Pipeline" to finalize the trigger

Click "Next" to go to the next part of the Quick Start guide

Company matching: Select the field you want to use in Hubspot when searching for customers in Xero.

Select the field in Xero that you want to search for.

Click the "B2C Sync Activation" if you also create invoices for B2C customers.

Select the field you want to use in Hubspot when searching in Xero.

Select the field you want to search for in Xero when matching customers.

Click Next to continue to the Product matching section.

Simple Search: Select the field you want to use in Hubspot when searching for Xero products.

Simple Search: Select the field you want Hubspot to search in Xero for identifying the product.

Click the "Direct Link: Connect products directly without searching.

Click the "Digital Analysis - Overall" field.

Map one or more Hubspot products to one Xero product.

Click "Advanced settings."

Click the "Advanced settings" to decide what to do if a product is not found in Xero.

Click the "Sync deals which do not have products associated with them" field if you wish to create quotes or invoices for deals that do not have products in them.

Select the default product you want to be used when creating invoices and quotes without products in the Hubspot deal.

Click "Finish", and you have completed the Quick Start installation.