How To Integrate HubSpot With Xero

How To Integrate HubSpot With Xero

1. Create HubSpot Account: Sign up for a HubSpot account if you don’t have one.
2. Create Xero Account: Sign up for a Xero account if you don’t have one.
3. Log into HubSpot: Access your HubSpot dashboard.
4. Go to Integrations: Navigate to the "Integrations" section in HubSpot.
5. Search for Xero: Look for the Xero integration option.
6. Click on Install: Select the Xero integration and click on the install button.
7. Authorize Connection: Follow prompts to authorize HubSpot to access your Xero account.
8. Map Data Fields: Set up how data will sync between HubSpot and Xero.
9. Test the Integration: Run a test to ensure data is syncing correctly.
10. Monitor Syncing: Regularly check the integration for any issues.