--- title: How To Integrate Xero with HubSpot - HubSpot Tip Of The Month July 2023 description: Integrating Xero into HubSpot is a highly sought-after feature for businesses that use both platforms. Xero is a popular accounting software known for its robust financial management capabilities, while HubSpot is a leading inbound marketing and customer relationship management (CRM) platform. Combining the two systems through integration provides several benefits that enhance efficiency and streamline workflows. image: https://blog.ucidity.com.au/hubfs/Ucidity%20-%20Blog%20Post%20Banner%20-%20HubSpot%20tip%20of%20the%20month%20-%20How%20To%20Integrate%20Xero%20Into%20HubSpot.jpg --- [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) menu close - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) - [Bite-Sized Branding](https://blog.ucidity.com.au/tag/bite-sized-branding) - [Digital Marketing](https://blog.ucidity.com.au/tag/digital-marketing) - [Inbound Marketing](https://blog.ucidity.com.au/tag/inbound-marketing) - [HubSpot CRM](https://blog.ucidity.com.au/tag/hubspot-crm) - [CRM](https://blog.ucidity.com.au/tag/crm) - Subscribe ### Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips. # How To Integrate Xero with HubSpot - HubSpot Tip Of The Month July 2023 [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written by John Hill](https://blog.ucidity.com.au/author/john-hill) ![Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/hubfs/Manufacturing%20CRM%20vs%20ERP.jpg "Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency") [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written By: John Hill](https://blog.ucidity.com.au/author/john-hill) #### [Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/crm/manufacturing-crm-vs-erp) [CRM](https://blog.ucidity.com.au/topic/crm) [Manufacturing](https://blog.ucidity.com.au/topic/manufacturing) [ERP](https://blog.ucidity.com.au/topic/erp) ### Editor's Picks for February 2019 ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 14, 2024 #### [How to Stop Sales Leads from Falling Through the Cracks](https://blog.ucidity.com.au/crm/stop-sales-leads-falling-through-the-cracks) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — December 9, 2025 #### [How to install the new Outlook HubSpot Sales Plugin](https://blog.ucidity.com.au/crm/new-outlook-hubspot-sales-plugin) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 21, 2025 #### [Was HubSpot impacted by the recent AWS outage?](https://blog.ucidity.com.au/crm/hubspot-aws-outage)  Content Marketing,Content Marketing |  3 min read [mailto:?subject=https://blog.ucidity.com.au/hubspot/tip-of-the-month/how-to-integrate-xero-to-hubspot](mailto:?subject=https://blog.ucidity.com.au/hubspot/tip-of-the-month/how-to-integrate-xero-to-hubspot) Integrating HubSpot with Xero can streamline your sales and accounting processes, allowing you to sync important data between the two platforms effortlessly. Here's a step-by-step guide on how to integrate HubSpot with Xero: Here are some very fundamental and foundational steps to integrate Xero into HubSpot. We recommend you watch this month’s Tip Of The Month to learn how to make HubSpot and Xero talk to each other. ## Step 1: Check Xero Integration Compatibility Before you begin the integration process, make sure that your Xero subscription supports integrations with third-party applications like HubSpot. Some older or lower-tier plans might offer something other than this functionality. ## Step 2: Install the HubSpot-Xero Integration App In HubSpot, navigate to the HubSpot App Marketplace and search for the Xero integration app. Once you find it, click "Install" or "Connect" to initiate the integration process. ## Step 3: Connect Your Xero Account You will be prompted to log in to your Xero account or authenticate the connection between HubSpot and Xero. Follow the instructions on the screen to provide the necessary permissions. ## Step 4: Configure Integration Settings After successfully connecting the two platforms, configure the integration settings based on your specific requirements. You have options to customise data mapping, decide what information gets synced between the platforms, and set up rules for data updates. ## Step 5: Sync Contacts and Companies One of the primary benefits of integrating HubSpot with Xero is the ability to sync contacts and companies seamlessly. Contacts and company data from HubSpot will be transferred to Xero, ensuring consistency and eliminating the need for manual data entry. ## Step 6: Automate Sales Invoices and Payments With the integration, you can create and send sales invoices from Xero directly from HubSpot deals or quotes. Additionally, you can track invoice status and payments received in HubSpot for better sales and accounting alignment. ## Step 7: Monitor and Troubleshoot Regularly check the integration to ensure data is syncing accurately between HubSpot and Xero. If you encounter any issues, refer to the integration documentation or contact customer support for assistance. ## Step 8: Train Your Team If you have multiple team members using HubSpot and Xero, it's essential to provide training on how the integration works and what data is shared between the two platforms. This ensures everyone understands the process and can use the integrated tools effectively. ## Step 9: Keep Both Platforms Updated As both HubSpot and Xero might receive updates or improvements over time, make sure to keep both platforms updated to benefit from the latest features and functionalities of the integration. Integrating HubSpot with Xero can enhance your workflow, eliminate data silos, and improve overall efficiency by automating sales and accounting processes. It allows your sales and finance teams to work in harmony, providing a seamless experience for both your business and your customers. With HubSpot’s versatility and frequent upgrades, integrating into different platforms and apps will make everyday work easy and smooth! If you’re looking to integrate HubSpot into any of your platforms or looking to use HubSpot as a CRM, [please send us a message!](https://ucidity.com.au/services/crm-services/) [![FREE HubSpot Pulse Check](https://no-cache.hubspot.com/cta/default/5379946/441adb70-2954-4e9e-97e4-d95318f40f09.png)](https://cta-redirect.hubspot.com/cta/redirect/5379946/441adb70-2954-4e9e-97e4-d95318f40f09) Published on July 04, 2023 ## Recommended reading ![](https://blog.ucidity.com.au/hubfs/IMG_9717.jpg) ### [HubSpot Tip Of The Month: How to integrate HubSpot with AirCall](https://blog.ucidity.com.au/hubspot/tip-of-the-month/how-to-integrate-hubspot-with-aircall) ![](https://blog.ucidity.com.au/hubfs/Tip%20of%20the%20Month-2.png) ### [HubSpot Tip Of The Month: The new Sales Workspace](https://blog.ucidity.com.au/hubspot/tip-of-the-month/the-new-sales-workspace) ![](https://blog.ucidity.com.au/hubfs/HubSpots%20n8n%20business%20automation.jpg) ### [HubSpot n8n Automation: the fast growing low-code alternative](https://blog.ucidity.com.au/crm/hubspot-n8n-automation) ![Is HubSpot expensive](https://blog.ucidity.com.au/hubfs/Is%20hubspot%20expensive.jpeg) ### [Is HubSpot expensive?](https://blog.ucidity.com.au/crm/is-hubspot-expensive) [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) ## **02 9000 1057** info@ucidity.com.au Level 11, 189 Kent St Sydney NSW 2000 - ### Quicklinks. - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - - [HubSpot Onboarding](https://ucidity.com.au/services/hubspot-onboarding/) - - [HubSpot Optimisation](https://ucidity.com.au/services/hubspot-optimisation/) - - [HubSpot Training](https://ucidity.com.au/services/hubspot-training/) - - [HubSpot Demos](https://ucidity.com.au/hubspot-demo/) - [Website Terms of Use](https://ucidity.com.au/website-terms-of-use/) - [Privacy Policy](https://ucidity.com.au/privacy-policy/) ### Get in touch with us. 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