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Xero Account DisconnectedWhy this happens: The connection with Xero has expired.How to fix this:
  1. Open the Xero Integration by Cloudify app from Connected Apps.
  2. Navigate to Settings and click the Connect/Disconnect Xero button.
  3. Reconnect your Xero account.
Missing Company or ContactWhy this happens: A company is either not associated with the deal, or the app settings are not enabled to sync when only a contact is associated with the deal.How to fix this:If no Company or Contact is associated with the deal:Add a Company or Contact to the deal, then change the deal stage back and forth to re-trigger the integration.If only a Contact is associated with the deal (B2C):
  1. Open the Xero Integration by Cloudify app from Connected Apps.
  2. Navigate to Settings → Sync Settings.
  3. Under Customer Sync Rules, enable Contact (B2C) Sync.
  4. Set your preferred customer matching criteria between HubSpot Contact and Xero Customer.
  5. Click Save to apply the changes.
Account Not ValidWhy this happens: The sales account mapped under customer default mappings is not suitable for revenue posting. The account must be of type Revenue in Xero.How to fix this:
  1. Open the Xero Integration by Cloudify app from Connected Apps.
  2. Navigate to Settings → Customers → Customer Default Mappings.
  3. Locate Default Sales Account and select the correct revenue-type account from the dropdown.
  4. Click Save to apply the changes.
Product Not PresentWhy this happens: No line item or product is associated with the HubSpot deal. A line item is required to create an invoice in Xero, so the integration cannot proceed without one.How to fix this:You can either add a product to the deal in HubSpot, or configure a default Xero product to use as a fallback line item.To use a default Xero product (no deal product required):
  1. Open the Xero Integration by Cloudify app from Connected Apps.
  2. Navigate to Settings → Products.
  3. Locate the “Do You Have Deals Without Products?” section and enable the checkbox.
  4. Select a Xero product from the dropdown list.
  5. Click Save to apply the changes.