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Documentation Index

Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt

Use this file to discover all available pages before exploring further.

You can access the manual sync window directly within HubSpot through UI Extensions. Follow the steps below to add this panel to your HubSpot view.

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Setting Up the UI Extension

1

Open a Deal in HubSpot

Open any Deal in HubSpot
2

Customize the Default view

Click Customize and select Default view.
Click Customize in the Deal view
Select Default view from the Customize menu
3

Add a new card

Under Edit layout, click the + icon where you want to place the card.
Click the + icon in Edit layout to add a new card
4

Search for and add the Cloudify card

Search for Xero by Cloudify in the Card Library, then click Add card.
Search for Visma e-conomic by Cloudify in the Card Library and click Add card
5

Save and Exit

Click Save and Exit to apply the layout changes.
Click Save and Exit to save the layout

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Creating an Invoice, Order, or Quote

1

Access the UI extension

Access the UI extension under the Overview tab of any Deal.
Access the Visma e-conomic by Cloudify UI extension under the Overview tab
2

Create or update a record

Use Update or Create Invoice or Quote to manually sync your records to Xero.
Use Update or Create Invoice, Order or Quote to sync records to e-conomic
3

Finalize and sync

Finalize the changes, select Sync to synchronize the invoice or quote, then select Proceed.
Select Sync to synchronize the record
4

Confirm success

A success window will appear confirming that the sync has been triggered. Wait a few seconds and reload the page to check the updated status.
Success window confirming the sync has been triggered
Your invoice or quote has been successfully created in Xero!