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Before you begin the integration process, please ensure you have the following:

  • Active HubSpot Account: You must have an active HubSpot account with administrative access. This is crucial for configuring the integration and managing your sales data.
  • Active Xero Account: Similarly, an active Xero account with administrative access is required. This will allow the integration to create and manage financial records.
  • Authentication Credentials: Have your login credentials for both HubSpot and Xero readily available. You will need these to connect the accounts securely.
Ensuring these prerequisites are met will help you have a smooth and successful integration setup.
Important: Please ensure you have all prerequisites before beginning the integration process.