Getting started with Xero App Online

Follow these steps to integrate Xero Online App with your HubSpot Portal.

Sync with Xero Online Steps

  1. Bidirectional Contact Syncing Between HubSpot and Xero.
  2. Sync Deal From  HubSpot to Xero(Invoice) Desktop

Connect and Authorization Steps

Step1

Step 1: Visit Sync with Xero | Dotsquares and Login.

Step 2

Step 2:  Connect your HubSpot Portal.
  1. After your successful registration into the App you will be redirected for HubSpot authentication.
  2. In HubSpot authentication page you need to choose your portal and authenticate “Sync with XERO” App

Step 3

Step 3: Xero Authentication
  1. After the successful HubSpot authentication you will be redirected to Xero authentication Page.
  2. Here user able select his organization or allow multiple organization for Contact and Deal/Invoice Syncing.

Step 4

Step 4: Dashboard Page.

After the successful authentication of HubSpot Portal and Xero App  you will be redirected to app Dashboard page.

Fields mapping and syncing

Step 5

Step 5: Contact Syncing Page.
  1. On contact syncing page, you can select the dynamic mapping of contact properties which is to be sync between HubSpot and Xero.
    HubSpotXERO
    FirstnameFirstName
    LastnameLastName
    EmailEmailAddress
    XERO Contact IDContactID
  2. You can start manual contact syncing using “Start Syncing” button.
  3. You can also able to Start/Stop auto contact syncing.

Step 6

Step 6:  Creating invoices in Xero from HubSpot deals
  1. You can create multiple connection for multi-purpose invoice generated in XERO organization.
  2. Each connection have generate unique web-hook.
  3. Each connection need to map following fields:
    HubSpot XERO
    Deal Amount Invoice Amount
    Associated contact Contact Refs
    Associated Line Items Item Refs
    Description Description
    XERO Invoice ID InvoiceID
  4. You can auto generate ‘XERO Invoice ID’ property in HubSpot using ‘Auto generate property’ button.
  5. Only those deals is sync that have associated contact.

Manage Logs

Step 7

Step 7:  Manage Logs.
  1. You can see the logs of Data(Contact and Deal) Syncing between the HubSpot and Xero App.
  2. By default you able to view last one month logs
  3. You can filter logs by available fields.