> ## 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.

# Cloudify Dashboard

> Cloudify dashboard brings you complete visibility and control over your integration all in one place.

## How to access the Integration Dashboard

To view and manage your HubSpot–Xero integration dashboard:

<Steps>
  <Step title="">
    Click on "**Connected Apps**" → "**Xero"** → "**Settings"**

    <img src="https://mintcdn.com/cloudify-c7720744/0Gt4M9yvYE0e6OYk/images/image.png?fit=max&auto=format&n=0Gt4M9yvYE0e6OYk&q=85&s=25e47e02aa71d156a012343f024d6937" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1554" height="865" data-path="images/image.png" />
  </Step>

  <Step title="">
    Under the “**Settings**” tab, go to “**Cloudify Dashboard**” and click the “**View Dashboard**” button on the right side.

    <img src="https://mintcdn.com/cloudify-c7720744/e7dP5dXgL5eHHGxk/images/image-2.png?fit=max&auto=format&n=e7dP5dXgL5eHHGxk&q=85&s=7e8fa1d9622053f42d25f9c3fb92840d" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1675" height="550" data-path="images/image-2.png" />

    This will open the full Cloudify HubSpot–Xero dashboard, where you can monitor sync statuses, manage invoices, and take action on your deals in real time.
  </Step>
</Steps>

## Benefits

* Effortlessly refine your view by filtering deals based on Pipeline, Deal Owner, Contact, or Company, helping you find exactly what you’re looking for in seconds.

<img src="https://mintcdn.com/cloudify-c7720744/e7dP5dXgL5eHHGxk/images/image-4.png?fit=max&auto=format&n=e7dP5dXgL5eHHGxk&q=85&s=ad6498bfd214402afcc973fca0a94ce1" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1900" height="607" data-path="images/image-4.png" />

* Choose the invoice or quote type you’d like to create in Xero, making it easy and saving time without switching screens

<img src="https://mintcdn.com/cloudify-c7720744/e7dP5dXgL5eHHGxk/images/image-5.png?fit=max&auto=format&n=e7dP5dXgL5eHHGxk&q=85&s=9f6fbb9cc4a52ec051cc69d8fef8a4bb" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1897" height="651" data-path="images/image-5.png" />

* View all your HubSpot deals along with their create date, contact, company, amount, and real-time sync status so you can instantly see what’s synced, pending, or needs attention.

<img src="https://mintcdn.com/cloudify-c7720744/e7dP5dXgL5eHHGxk/images/image-7.png?fit=max&auto=format&n=e7dP5dXgL5eHHGxk&q=85&s=068e4aa045d1b221ab93097ea6e40875" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1879" height="875" data-path="images/image-7.png" />

* Use the “**View**” button to quickly open and review the associated HubSpot deal, along with its sync details and invoice information.

<img src="https://mintcdn.com/cloudify-c7720744/e7dP5dXgL5eHHGxk/images/image-8.png?fit=max&auto=format&n=e7dP5dXgL5eHHGxk&q=85&s=b906d308b0d96b5d44dd96036a27d5a8" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1803" height="660" data-path="images/image-8.png" />

* Use the “**Sync**” and “**Re Run**” buttons to instantly trigger or retry invoice syncing, while “**Review & Sync**” allows you to inspect and edit invoice or quote details before sending them to Xero.

<img src="https://mintcdn.com/cloudify-c7720744/e7dP5dXgL5eHHGxk/images/image-9.png?fit=max&auto=format&n=e7dP5dXgL5eHHGxk&q=85&s=70e3ca66522b5a684bad6b86041a2063" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1885" height="871" data-path="images/image-9.png" />

* If you wish, click **"Settings"** to update your preferences or adjust integration options; the Cloudify Dashboard is your unified place to manage everything.

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>