Quick summary
The HubSpot Xero integration lets you install and connect Xero directly from the HubSpot App Marketplace, enabling seamless contact sync and data field mapping between both platforms. Once authorized, your CRM and accounting data stay aligned automatically.
Steps
- Navigate to the App Marketplace by clicking the store icon in the top right of HubSpot.
- Search for "Xero" in the search bar and select it from the results.
- Click the Install app button to begin the installation process.
- Click Next to proceed through the setup wizard.
- Click the Connect to Xero button to initiate the account link.
- Grant the required permissions by clicking Allow on the Xero authorization screen.
- Sync contacts between HubSpot and Xero and confirm that all corresponding data fields are mapped correctly.
