Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Xero or HubSpot leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Xero and HubSpot, kept in step both ways
HubSpot runs sales and marketing, Xero keeps the books. CRM Connector keeps the contacts and invoices the same in both, so nobody retypes a record.
- Official sign in for both
- Either system can lead
- 7 day free trial
Two way, or one way if you prefer
- Contacts
- Invoices
At a glance. Contacts and invoices stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Xero or HubSpot as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Contact nameBoth waysCompany name
- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Email addressBoth waysEmail
- PhoneBoth waysPhone number
- Street address line 1Both waysStreet address
- Street address line 2Only in XeroNot in HubSpot
- City, region, postal codeBoth waysCity, state or region, postal code
- CountryBoth waysCountry
- Is a customerEach works it outLifecycle stage
- Not in XeroOnly in HubSpotOriginal source
It happens in Xero, then in HubSpot
A new contact
Looked for in HubSpot on the exact email, since HubSpot keeps one contact per email. Updated when found, otherwise created.
Name, company, email, phone, address and country change
The same change is made to the HubSpot contact on the next sync.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 9
Both connections are checked
Credentials for Xero and HubSpot are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Xero or HubSpot leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The due date of the same invoice is changed in both systems
Leading system
10 October12 OctoberTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Xero or HubSpot on its own is on its own page.
- Street address line 2 stays in Xero
- HubSpot has no such field.
- Lines and totals are set once
- They travel on create; later edits stay where they were made.
FAQ
Questions about Xero and HubSpot?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
- Can I sync Xero and HubSpot both ways?
- Yes. Contacts and invoices sync in both directions, and you choose which system leads when the same record changed on both sides.
- What syncs between Xero and HubSpot?
- Contacts and invoices. Each record type can run two way or one way.
- Which system should lead?
- The one where your team makes most changes. It only decides the rare case where the same record changed in both systems between two syncs.
- Does the address travel?
- Yes. Contacts' addresses stay in step between Xero and HubSpot, like the other fields both systems carry.
- What happens when an invoice is paid?
- Paid in Xero: a succeeded payment record is added to the HubSpot invoice for the open balance. Paid in HubSpot: a payment is recorded in Xero for the amount still owing, on your bank account.
- Will it create duplicates?
- No. Before anything is created in Xero or HubSpot, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to Xero or HubSpot drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Xero and HubSpot?Start your 7 day free trial
Sign in to Xero and HubSpot, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.