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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!