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Xero Integration
Last Updated: 5th December 2023
Our custom developed integration with Xero is class leading and offers a level of integration that cannot be found in any other HubSpot solutions.
Key features
Enables invoice as a payment option in checkout, with invoices going directly to Xero.
Bi-directional sync of invoice payment status.
Per-line-item control over GL Codes and Activity Tracking Codes depending on individual Xero configurations
Templating engine to allow easy customisation of the data that flows from HubSpot onto Xero invoices
Xero Invoice Link can be included on HubSpot generated emails or on the CommercePro customer dashboard
Set up
For security reasons, we do not allow direct editing of the Xero integration. The setup of this integration is included in our standard onboarding process.
If you wish to change the Xero account connected to your HubSpot portal, please contact us.
Configuration in HubSpot
You can configure the Xero Settings using fields on "product library" object.
This section stores configuration details that determine how a specific product is stored on Xero invoices
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