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1
Log in to your HubSpot account and search for the ‘Xero Integration by Cloudify’ app in HubSpot Marketplace.
2
Click “Install”:Main dashboard interface
3
Select the account you want to use to install the Xero app and click “Choose Account”.Main dashboard interface
4
Select the checkbox and click on “Connect app”.Main dashboard interface
5
Click on “Let’s get started”.Main dashboard interface
Connecting Xero account
1
Click on “Connect to Xero” to connect your Xero account.Main dashboard interface
2
Input your Xero registered email address and password, and click on “Log In”:Main dashboard interface
3
Select the Organisation if prompted and click on “Allow access”Main dashboard interface
4
You will receive a successful message. Click anywhere on the screen to move to the next step.Main dashboard interface
5
Click on “Yes, setup automation” or “I’ll do it manually” to proceed. Choose the option that best fits your workflow.Main dashboard interface
“Yes, setup automation (Recommended)”- Select this to setup up the rules to automatically create invoices in Xero,along with customers and products based on HubSpot deal changes“I’ll do it manually - Select this if you want to manually create invoices in Xero with one click, without any deal based automatic triggers.
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