HubSpot Xero Integration for Australian SMEs

Make HubSpot and Xero work together, reliably.

We unify HubSpot records with Xero's finance data across contacts, companies, deals, quotes, and invoices. Our guardrails prevent duplicates, maintain correct links, and continuously write back billing and payment status to HubSpot.

Off-the-shelf integrations often lead to manual re-entry and missing payment signals between HubSpot and Xero. App integrations are limited to:

• One-way sync, with no reliable bi-directional flow.
• Invoices associate to contacts only. Missing companies and deals.
• Limited field mapping (addresses, tax/SKU, tracking categories).
• Duplicates on retries and inconsistent dates/status updates.
• Quotes and HubSpot-created invoices may not sync correctly.

We run a short discovery to understand your data, exceptions, and goals, then prototype the flow you'll use day to day. You'll see and test it in a safe environment before we switch it on. After go-live, we monitor, refine, and support—so the integration keeps pace as your business changes.

Technically, our approach adds a lightweight Operational Data Store (ODS) between HubSpot and Xero as the single source of truth. The ODS handles identity matching (Contacts/Companies/Deals ↔ Xero entities), idempotency to stop duplicates, field and tax/SKU mappings, and reliable write-backs for invoice and payment status. Our custom code orchestrates the flows; the ODS keeps state, so syncs are consistent, auditable, and easy to extend.

The result: one source of truth, and a sales-to-cash flow you can trust.