Xero Data Sync

Hi, I successfully synced the Xero invoices with HubSpot Invoices. However, the associated contacts were not synced due to different names. To resolve this, I only synced with email address, it works perfectly fine for the new invoices, but the invoices that were synced earlier are not updated with contact(To) association.

Is there a way to update them?

Thanks,

Hey, @Shefalis :waving_hand: Thanks for the interesting question. Looking at the documentation for Data Sync I am not seeing a “quick fix”. Hey @Nagarjoon do you have any additional tips? — Jaycee

Hey @Shefalis, yeah, you’ll probably need a one-time custom sync for this.

Thanks for confirming @Christensen :raising_hands: — Jaycee

Hi @Shefalis , you’re right, once those invoices have synced without a matching contact, HubSpot doesn’t retroactively attach them even after the new match rule (email) is applied. The sync engine only links associations at the moment of record creation.

To update past invoices, you can re-trigger them by forcing a change in Xero (for example, a small note or date edit) so the integration re-evaluates and applies the new matching logic. Alternatively, if you’re using HubSpot Data Sync, you can temporarily disable and re-enable the connection with “re-sync all data” selected (Connect and use HubSpot data sync ) , which pushes a fresh association pass based on your latest rules.

If you have many invoices, a safer route is to export their record IDs, match them via email in a sheet, and bulk-associate them back to contacts using the CRM Associations API (Accounts Dashboard | HubSpot )

That ensures clean links without touching the original data. When orders, invoices, or custom objects must stay aligned, Stacksync maps them one-to-one so your HubSpot filters keep working.

Yes, older synced invoices usually won’t auto-update contact associations after changing the matching rule to email.

You’ll need to re-sync/reprocess those invoices so HubSpot can rematch them correctly.

This is where Cloudify helps well — it supports replaying historical syncs and rebuilding HubSpot ↔ Xero associations automatically instead of fixing them manually. So instead of manually fixing each invoice, you can re-trigger the sync process and automatically rebuild the associations correctly. This becomes especially useful when dealing with large invoice volumes or migrating existing records between HubSpot and Xero.