Dashboards & Reporting

ODwyer
Participante

Xero's invoices not showing on a customer file

Hi,

I have sent up Hubspot's data sync with Xero and all of the invoices we have in Xero have synced across but only a very small amount are linking with the customer file in Hubspot. The ones that do link are showing every invoice so we can see where they stand finacially, how do I work out why 95% of the invoices aren't linking to a customer? 

Thanks

Ollie

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FBarnikel
Membro

Xero's invoices not showing on a customer file

I have the same issue, and I've found multiple threads which say the same. Did this ever get resolved? This may be the thing that makes me end the free trial... 

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TomM2
Conselheiro(a) de destaque | Parceiro
Conselheiro(a) de destaque | Parceiro

Xero's invoices not showing on a customer file

Hey @ODwyer this would really be down to the xero integration and how it handles associations. It looks like this is a third party integration, is this the one you installed? 

https://ecosystem.hubspot.com/marketplace/apps/finance/accounting/xero

 

If so, there's a support email on that listing, I'd definitely advise reaching out to the support team for this integration to find out if there's a setting to enable to enforce the contact associations or if this is an issue with the integration. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
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ODwyer
Participante

Xero's invoices not showing on a customer file

Hi Tom,

Thank you for your reply, I actually used this app whihc i believe is built by Hubspot.

https://app.hubspot.com/ecosystem/42730307/marketplace/apps/finance/accounting/xero-data-sync

 

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