Connect HubSpot and Xero so your sales and finance teams work from the same customer, product and invoice information. Choose how deep the connection goes: bring overdue invoice data into HubSpot so sales can see what's owed, or create Xero invoices straight from won deals, with payment status flowing back to HubSpot.
Choose your configuration
Both configurations are fully managed by our implementation engineers. Where they differ is the direction of the data: overdue invoice data into HubSpot, or won deals invoiced in Xero with payment status coming back.
Managed Integration
Overdue Invoice Insights
Fully managed setup by our implementation engineers
Implementation: POA
$150 USD / month
Benefits
✓ 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
What syncs
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.
Managed Integration
Deal to Invoice Sync
Won deals become Xero invoices, with companies, contacts and products kept in step and payment status sent back to HubSpot
Implementation: POA
$349 USD / month
Benefits
✓ Remove double entry by creating Xero contacts and invoices directly from HubSpot.
✓ Invoice faster, with invoices raised as soon as a deal reaches the stage you choose.
✓ Give your sales team visibility of invoice status, amounts owing and payment dates inside HubSpot.
What syncs
Xero Contacts ↔ HubSpot Companies
Two-way — companies on an invoiced deal are matched on company name, with HubSpot winning conflicts (10 fields) — click to view full mapping
Xero Contact Persons ↔ HubSpot Contacts
Two-way — the company's primary contact becomes the main person in Xero, plus up to five more, matched on email (3 fields) — click to view full mapping
Xero Items → HubSpot Products
One-way, Xero to HubSpot — the items you sell become HubSpot products, matched on item code and SKU (5 fields) — click to view full mapping
Xero Invoices ↔ HubSpot Deals
Deals become Xero invoices at your chosen stage; status, amounts owing and paid date flow back to the deal (21 fields) — click to view full mapping
Don't see the fit you need?
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
1
No software to learn and no lengthy setup project — our engineers configure and run the sync for you.
2
Overdue invoice data flows from Xero into HubSpot; in the deal-to-invoice configuration, companies and contacts sync both ways, products come from Xero, won deals become Xero invoices, and payment status comes back to HubSpot.
3
Every sync is logged and monitored, with error handling built in and a history you can audit.
FAQ
Yes. Choose Overdue Invoice Insights to bring overdue invoice data into HubSpot, or Deal to Invoice Sync to create Xero invoices from won deals with payment status coming back.
No. Both configurations are fully managed — our implementation engineers handle setup for you.
With Deal to Invoice Sync, yes: companies, contacts and won deals go from HubSpot to Xero. Products always come from Xero. Overdue Invoice Insights is one-way, from Xero into HubSpot.
When it reaches the deal stage you choose during setup, such as Closed Won.
Your choice during setup. Drafts let finance review each invoice before it's sent; payment status still flows back to HubSpot once it's approved.
Xero. The items you sell in Xero are created and kept up to date as HubSpot products, so sales quotes from the same list finance invoices from.
By company name. Only companies on a deal that's being invoiced are sent to Xero, so your Xero contacts stay limited to real customers.
The contact labelled "Primary" on the company, or the only contact if there's just one. Up to five other contacts are added as extra contact persons.
The invoice number, status, amount paid, amount due, due date and paid date, kept up to date on the deal as the invoice changes in Xero.
Talk to an integration expert to scope your setup.
