⚙ Operations Hub

KMarsh8
Member

How you do you sync invoices from xero?

Hi,

I've interegrated Xero with my hubspot account and have the contacts syncing, however I can't see invoices. When I go to settings it only seems to give me the option to sync just contacts - although the articles and videos on the knowledge base say that you can sync invoicing too.

What am I doing wrong please?

Kassy

1 Reply 1
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

How you do you sync invoices from xero?

Hi @KMarsh8 

 

There are a few different plugins for Xero, the basic one just syncs contacts (and not very well).

 

There is a paid version ($10/m) that will synch invoices ONLY if they are generated from HubSpot. Less disappointing.

 

If you have a simple sales process (i.e. you use the standard pipeline) then I would check out Inbound Add-ons.

 

Have fun

Mike