Xero + HubSpot

Xero holds the truth about who owes you money and how overdue they are; HubSpot runs your customer relationships and pipeline. Integration Fox keeps overdue accounts-receivable data flowing from Xero into HubSpot company records — so sales and account management can see AR risk without ever opening Xero.

How it works

One configuration, fully managed for you

This integration has a single setup, deployed and monitored by our implementation engineers, with nothing for you to configure.

Managed Integration

Xero + HubSpot

Fully managed setup by our implementation engineers

Implementation: POA

$150 USD / month

✓ Overdue invoices bucketed by age (<30d, 30–60d, 60–90d, 90–180d, 180d+), scored, and synced straight into HubSpot company records — no manual chasing in Xero

✓ Weekly RAG (red/amber/green) trend digest posted to Slack, so AR risk is visible without opening Xero

✓ Escalating reminder emails with the real Xero invoice PDF and a one-click pay link attached — every send reviewed and approved by a human before it goes out

✓ Set up once by our engineers, monitored easily after that

Customer Overdue Invoice Data → Companies

One-way, Xero to HubSpot — each customer's overdue invoices are bucketed by age, scored and written to the matching HubSpot company record.

Enquire about this setup

Don't see the fit you need?

We can customise this Xero + HubSpot integration to match your exact requirements.

If this configuration doesn't quite cover what you need, talk to us — we scope custom field mapping, transformation rules and sync logic for cases like this every day.

Why Integration Fox

The same team runs the integration for as long as you use it.

1

Fully managed integration

No software to learn and no lengthy setup project — our engineers configure and run the sync for you.

2

Xero stays the source of truth

Overdue AR data flows one way, from Xero into HubSpot, so your accounting records are never overwritten from the CRM side.

3

24/7 monitoring & full history

Every sync is logged and monitored, with error handling built in and a history you can audit.

FAQ

Common questions about this pairing

Is there more than one way to set this up?

No — this pairing has a single, fully managed configuration covering overdue invoice data, the weekly Slack digest and reminder emails.

Do I need developer help to set this up?

No. This is a fully managed integration — our implementation engineers handle setup for you.

Can we sync data back from HubSpot into Xero?

No — this pairing is one-way. Xero is the source of truth for what's owed, and overdue invoice data flows from Xero into HubSpot only.

Ready to connect Xero + HubSpot?

Talk to an integration expert to scope your setup.