Adding Monthly Invoices to a Company Record (Puppy Gif included)SOLVE
Sep 13, 2018 5:16 AM - edited Sep 13, 2018 6:58 AM
PLEASE HELP! ADVICE NEEDED! PUPPY GIF PROVIDED.
I'm a little stuck and need some wonderful advice from my Hubspot crew to help match up actual monthly revenue against company records. I am looking into work arounds, but someone must have the same issue.
What doesn't work?
We offer a PAYG service as well as recurring fixed costs- which means that our "actual" monthly Recurring Deal Amounts can differ significantly each month, therefore the Hubspot Deal tool doesn't quite work for us, and we can't be adding a new deal every month.
We use Xero to invoice our customers currently. And every month these specific PAYG invoices are sent to each account. We looked into doing this with a Hubspot Xero integration but I've not found anything that would fit for the moment! (Super sad face).
So what do we need it to do, why are we so special?
What I am looking to do - is to upload our invoiced amounts via monthly import CSV and then view these in the reporting tool.
I was hoping to add the following fields:
Xero Unique ID: XXXXX
Invoice Amount: XXXX (GBP only)
Expected Spend: (this would be the expected deal amount)
The end goal would be to review our revenue through hubspot reporting tool and monitor any dips and troughs in invoice amounts, it makes sense to have this information in HubSpot where we currently do our forecasting / scheduling.
Unfortunately this doesn't work in the way that I would hope.
Solved! Go to Solution.
Sep 13, 2018 7:58 AM
Hey puppy-gif-girl, have you considered using Zapier to pass that data to your HubSpot custom contact / company / deal properties? Xero has a robust integration with Zapier (as does HubSpot), so once those Xero elements are passed you can pretty much do with them as you please in HubSpot.
Regarding HubSpot revenue reporting ... a totally separate conversation.
Can't wait to see what we can help you build on HubSpot next.
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