HubSpot to Xero
Integration

Let Sales teams create Xero invoices from deals with the most powerful invoicing app for HubSpot. Built for HubSpot, no middle-ware or lengthy configuration required.

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Why use Invoice Stack to integrate Xero and QuickBooks?

How many invoices?

Flexible

However you invoice, we’ve got you covered. Invoice Stack supports multiple invoices per deal, staged payments, deposits, subscriptions and repeat payments.

Automate invoices

Automated Workflows

We make it easy to automate your deals using invoice data. Move deals when invoices are synced or paid, create HubSpot workflows based on invoice status and much more.

Xero Connected App Partner

Xero Feature Support

Support for Xero features you won't find anywhere else, such as taxes, accounts, tracking categories and much more.

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Questions about linking Xero with HubSpot

The invoices will normally show up in Xero as "Draft" invoices - ready for your finance team to check and approve them. Once approved, they will follow the same process you already use, and the status e.g. Approved, Paid will be passed back to the app inside HubSpot. We also offer the option to send invoices as "Submitted" for approval, or as "Authorised"

Yes - Xero has a "Reference" field that can be used for this, this can be edited from inside the App. For Purchase Orders, most businesses either use Xero's reference field, or type the PO Number on the line item.

There are a few different ways to do this. Firstly, you can use the "Create Contact" feature in the app. This will pre-fill with the contact details associated with your HubSpot deal, such as Name, Email and Company Address.

 

We have a support article all about linking contacts between Xero and HubSpot.

No problem - this feature is standard on our enterprise plan. When creating an invoice, you simply select from a list of different Xero accounts. We can even customise the labels for you. Then, the app works as normal. The only thing we don't support is a single deal with invoices in more than one Xero account at a time.

Videos

How to sync your HubSpot data to Xero Syncing line items and invoices into Xero using tools such as InvoiceStack is straightforward, but what about all the other data from HubSpot you want to send to Xero? 3 minute read
Xero
 How to sync your Xero contacts with HubSpot Making sure your contacts match up is essential to a successful integration between Xero and HubSpot. Read on to find out how you can manage contacts between the two platforms whilst keeping your data clean and accurate. 3 minute read
Xero
Tutorial
 Xero Accounts and Taxes in HubSpot Accounts and taxes are two of the most important parts to get right when creating Xero invoices in HubSpot. Find out about how to manage them with Invoice Stack and how you can save time by getting them filled in automatically. 3 minute read
Xero
 How to integrate HubSpot with Xero Invoicing Joining your CRM data with your Invoicing data can really transform your operations. In this article, we explore all the different ways you can integrate Xero's invoice software with your HubSpot CRM. 6 minute read
Xero
Guide
HubSpot Invoicing
 How to reconnect your Xero account to Invoice Stack Sometimes Xero gets disconnected from Invoice Stack, and you'll get an error message, follow these steps to get reconnected! 4 minute read
Xero
Troubleshooting
Tutorial
 How to Create Invoices on HubSpot So you’ve closed a deal on HubSpot Sales Hub - congratulations! But now you’ve marked the deal as “Closed Won” - what’s next? It’s time to get your admin sorted. For most teams this means getting a signed order form from your customer, and arranging how to get paid. Sometimes there’s a deposit or upfront payment that needs to be made, or you bill once the work is complete, either way now is the time to get your invoices sorted. 8 minute read
Xero
QuickBooks Online
HubSpot Invoicing
 HubSpot and Xero integration best practices So you’re using Invoice Stack to help integrate your HubSpot CRM platform with your Xero accounting system, but you want to make sure you’re making the most of all the functionality. This guide walks you through a few best practices to make sure you’re making the most of everything that Invoice Stack has to offer. 5 minute read
Xero
Tutorial
 Create a Xero Invoice from HubSpot A tutorial on how to create your first Xero invoice from HubSpot, using Invoice Stack. This video is ideal if you're just getting started with Invoice Stack, and is also a great resource to  share it with your team to help them get trained up. For this video, we'll assume you've already got Invoice Stack installed and working, if not, check out the installation guide. 
Tutorial
Create Invoices
Xero
 Everything you need to know about HubSpot's Xero Data Sync app One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful, robust syncing of objects between HubSpot and a range of popular apps, including Xero!  5 minute read
Xero
 How to use Products in Xero and HubSpot Find out how to use Xero and HubSpot products with Invoice Stack for accurate reporting and even easier invoice creation! 4 minute read
Xero
Tutorial
Getting Started
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About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It's small business accounting software that's simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they're opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

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Ready to get started?

Getting started with Invoice Stack is easy! Try it for yourself with a 21-day free trial, no credit card required and get set up in minutes. Or, if you'd like to take a deeper dive or show your team - book a demo slot at a time that suits you.

Start Free Trial Book a Demo

Give Invoice Stack a try

Getting started with Invoice Stack is easy! Try it for yourself with a 21-day free trial, no credit card required and get set up in minutes. Or, if you'd like to take a deeper dive or show your team - book a demo slot at a time that suits you.

Start Free Trial Book a Demo