HubSpot and Xero

HubSpot and Xero: Your Step-By-Step Integration Guide

Connect your customer relationship management with accounting to work smarter. Smoothx delivers seamless bi-directional sync between HubSpot and Xero, syncing contacts, deals, invoices, and payments in real time. Over 1,600 installations underscore trust in our solution – here’s how to make it happen.

 

Step 1: Install the Xero Integration in HubSpot


 Open HubSpot’s App Marketplace and search for “Xero.” Install the official Xero integration and authenticate by entering your Xero credentials and granting permissions. This setup imports tax rates and supports six currencies (USD, CAD, EUR, GBP, AUD, NZD)

 

Step 2: Configure Contact Sync

 Go to Settings > Integrations > Connected Apps, and select Xero. Click “Sync more data,” choose Contacts for both platforms, and select your preferred sync direction. Set conflict resolution rules and map fields, including optional custom mappings. Use filters to limit which contacts sync.

 

Step 3: Set Up Product Sync


 Within the Sync setup, choose Items (Xero) and Products (HubSpot). Configure bi-directional or uni-directional sync, establish conflict resolution, map fields, and apply filters such as syncing only selected products. Review your settings before saving and activating sync.

 

Step 4: Configure Invoice Sync

 Still under “Sync more data,” choose Invoices for both systems. The integration currently supports bi-directional invoice sync in beta. Configure mapping rules, select conflict resolution, add filters (for instance, only open invoices or those created after the sync began), and save.

Step 5: Monitor and Adjust the Sync


 Navigate to the Sync overview tab to view synced records, failed items, and timestamps of the last update. You can sync immediately, edit or disable syncs, or delete them if needed. Maintain accuracy by regularly reviewing sync logs and updating configurations as your business evolves.

 

Benefits at a Glance

  • Automation reduces manual data entry and errors
  • Real-time financial insights and invoice statuses appear within HubSpot
  • HubSpot can trigger workflows based on invoice properties (e.g. unpaid status)


Bringing it all together


Setting up the HubSpot-Xero integration with Smoothx lets you connect your CRM and accounting systems quickly – and, once configured, your data flows automatically between platforms, reducing manual entry and ensuring accuracy. By keeping your sales and finance teams aligned in real time, this integration helps you improve cash flow visibility, speed up invoice processing, and make more informed business decisions.