Custom engineered Accounting & Finance integration

Xero & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect Xero to HubSpot in both directions: raise Xero invoices from won HubSpot deals, and see invoice status, amounts due, payment dates and credit notes on the company and deal as Xero webhooks report changes.

  • 2–3 weeks typical turnaround
  • £2.5k-£6k typical investment
  • OAuth 2.0

Why connect Xero to HubSpot

Finance lives in Xero and the customer relationship lives in HubSpot, so the people talking to customers cannot see whether an invoice has been paid, and finance cannot see what was promised on the deal. The result is chasing between teams and awkward calls with customers who have already paid.

  • Account managers upsell or renew without knowing the customer has three overdue invoices in Xero
  • Xero contacts and HubSpot companies are matched by eye, so the same customer exists under slightly different names in both
  • Invoice, payment and credit note events happen in Xero and nobody in the CRM hears about them until the month-end report
  • HubSpot lists a Xero data sync app on its App Marketplace for a standard two-way record sync. Matching on your own rules, tax codes and invoice logic is where custom work begins

What you can do with Xero and HubSpot

Flows we build between Xero and HubSpot:

  • Raise a Xero invoice from a won HubSpot deal, using the deal's line items and your tax codes, and write the Xero InvoiceID back to the deal so every later update lands on it
  • Match Xero Contacts to HubSpot companies on your rules (account number, VAT number or domain) and store the Xero ContactID on the company so every later update lands on the right record
  • Write invoice Status (DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED), AmountDue, AmountPaid and DueDate onto the deal or company, and roll up the outstanding balance at company level
  • On a Xero invoice or contact webhook event, update HubSpot within seconds and trigger a workflow: a task for the account manager when an invoice goes overdue, or a thank-you sequence when FullyPaidOnDate is set
  • Record Payments and CreditNotes against the deal so HubSpot revenue reporting reflects what was collected as well as what was closed won

How the Xero & HubSpot integration works

Two-way sync
Sync direction between Xero and HubSpot
Webhook sync
How often data updates flow
OAuth 2.0
Secure authentication method
Contacts, Invoices, Payments
Records kept in sync
Sales Hub, Data Hub
HubSpot hubs supported
2–3 weeks
Typical time to deploy

Typical setup

  1. Authorise org
  2. Define invoice logic
  3. Map tax codes
  4. Enable webhooks

Integration Impact Analysis

With Integration

  • Streamlined operationsAutomated workflows replace manual processes
  • Single source of truthConsistent data across all revenue teams

Without Integration

  • Manual processesTeams managing tools instead of revenue
  • Data silosCritical insights trapped in silos

Xero & HubSpot integration: FAQs

Does Xero have an API that HubSpot can use?
Yes. The Xero Accounting API is REST with OAuth 2.0 authorisation-code authentication and scoped access (for example accounting.contacts and accounting.transactions). It exposes Contacts, Invoices, Payments and CreditNotes with GET, POST and PUT, and Xero webhooks deliver create and update events for contacts and invoices, which is how we keep HubSpot current without polling.
What data can sync between Xero and HubSpot?
Both directions. From HubSpot to Xero, a won deal can raise a Xero invoice with its line items and tax codes. From Xero to HubSpot, contacts, invoices (status, amount due, amount paid, due date), payments and credit notes are written onto companies and deals.
How long does a Xero HubSpot integration take?
2–3 weeks, depending on scope. Authorising the Xero organisation, agreeing the contact matching rule and mapping tax codes come first. Enabling webhooks and testing against real invoices come last.
How much does a Xero HubSpot integration cost?
Custom Xero integrations from SpotDev typically start from £2.5k-£6k. Multi-entity Xero setups (several organisations feeding one HubSpot) and complex line-item or tax logic push towards the upper end.

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Why SpotDev?

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