What does the HubSpot Xero integration do?
HubSpot's Xero app syncs contacts, items and products, invoices and payments, each one way or both ways. Invoices created in HubSpot from deals or quotes can be sent to Xero once they're open, and payments recorded against them flow back to HubSpot. Xero's tax rates are imported into HubSpot. Quotes themselves don't sync.
HubSpot builds the app on its data sync engine; in the Marketplace it's listed as Xero by HubSpot (Data Sync). This guide follows HubSpot's documentation and the Xero App Store listing as of October 2026.
What do you need to connect Xero to HubSpot?
A Xero account, a HubSpot Super Admin or user with App Marketplace permissions, and two-factor authentication enforced for every user in the HubSpot account. The sync works on HubSpot's free tools, and custom field mappings need Data Hub Starter or above. HubSpot supports six currencies: USD, CAD, EUR, GBP, AUD and NZD.
- 2FA: HubSpot has said that having 2FA on your own user isn't enough; it must be required account-wide.
- Currency: exchange rates only sync if your HubSpot company currency matches your Xero base currency; otherwise invoices won't sync.
How do you set up Xero and HubSpot, in order?
Install the app and sign in to Xero, then set up three syncs in this order: contacts, products, then invoices, because Xero needs an invoice's contact and products to exist first. For each sync, choose the direction, which system wins conflicts, mappings and filters, then save. Test with one open invoice and a payment before going live.
- 01 Connect2FA enforced
- 02 ContactsMatched by email
- 03 ProductsItems and SKUs
- 04 InvoicesOpen, from HubSpot
- 05 TestInvoice and payment
- Connect from the Marketplace and accept Xero's permissions.
- Contacts: HubSpot recommends sending only contacts with a non-draft invoice to Xero.
- Products: keep SKUs stable, because changing one breaks sync for invoices that use it.
- Invoices: fixed filters send only open invoices that came from HubSpot and were created or changed after the sync started.
- Test an invoice from a deal and a payment in Xero.
How does HubSpot match and sync Xero records?
Invoices match Xero contacts by email, and contact names must be unique in Xero. Once records are paired, they sync by ID, and you choose which system's data wins conflicts. HubSpot says its changes reach Xero within minutes and Xero changes are checked every 30 minutes. Default field mappings can be turned off but not edited.
- Editing: invoices created in HubSpot must be edited in HubSpot; invoices created in Xero can be edited in Xero.
- Payments sync from the date you connect.
- Card fees don't sync.
- PO numbers need a custom mapping, which needs Data Hub Starter.
How does tax work between HubSpot and Xero?
Xero's tax rates are imported into HubSpot's tax library when you set up invoice sync to Xero, and you use them on HubSpot invoices. Invoices that use HubSpot's automated sales tax won't sync, tax rates created in HubSpot don't go to Xero, later changes in Xero don't sync, and multi-organization Xero accounts can't import taxes.
Invoices stuck between HubSpot and Xero? Bring the errors to a free 30-minute call and we will trace the currency, tax or matching issue.
HubSpot Xero checklist
Key takeaway: Enforce 2FA, match currencies, sync contacts and products before invoices, use Xero's tax rates rather than HubSpot's, and edit each invoice where it was created.
Frequently asked questions
What does the HubSpot Xero integration do?
HubSpot's Xero app syncs contacts, items and products, invoices and payments between HubSpot and Xero, one way or both ways. Invoices created in HubSpot from deals or quotes can go to Xero, and payments flow back. Xero tax rates are imported into HubSpot. HubSpot builds the app, which uses its data sync.
What do you need to connect Xero to HubSpot?
A Xero account, a HubSpot Super Admin or user with App Marketplace permissions, and two-factor authentication enforced for the whole HubSpot account, not just your own user. The sync works on HubSpot's free tools, and custom field mappings need Data Hub Starter or above.
Which currencies does the HubSpot Xero integration support?
HubSpot's documentation listed six when we checked in October 2026: USD, CAD, EUR, GBP, AUD and NZD. Exchange rates only sync when your HubSpot company currency matches your Xero organization's base currency; if they differ, invoices won't sync.
Does HubSpot sales tax sync to Xero?
Not HubSpot's own taxes. Xero's tax rates are imported into HubSpot's tax library when you set up invoice sync to Xero, but invoices using HubSpot's automated sales tax won't sync, tax rates created in HubSpot don't go to Xero, and later changes in Xero don't sync.
In what order should you set up Xero syncs?
Contacts first, then products, then invoices. Xero needs an invoice's contact and products to exist before it accepts the invoice, so syncing invoices first causes errors. Invoices only go to Xero once they're open, not drafts, and only those created or changed after the sync started.
Sources
HubSpot documentation behind the feature and tier notes above, checked October 2026. HubSpot changes features and tiers often, so check your own portal too.