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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

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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.
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Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.Advanced integration settings