🔗Connect to Xero

Connect your Xero account with Hubflo to streamline your invoicing and customer management:

1. Instantly Import Xero Contacts into Hubflo

   • Activate the Xero integration via your Hubflo settings to effortlessly bring over all your Xero customers into Hubflo's ecosystem.

2. Seamless Invoice Creation

   • Every time you generate an invoice in Hubflo, it automatically creates a corresponding invoice in Xero, including the customer details, if they don't already exist. ​

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1 - Connect your Xero Account to imports all your contacts

→ You can activate the Xero integration through your settings :

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Before you start, ensure your API key is generated; otherwise, the integration won't function. 🙂

→ Next, you'll be able to input your Xero login details:

Your Xero contacts will be automatically imported into Hubflo 🪄 ​However, to ensure a successful import, each contact must meet the following criteria:

• Must be classified as a “customer.”

• Must have an email address.

• Must include both a first name and a last name.

• Must be marked as an “active” contact.

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2 - Create an invoice on Xero every time you issue an invoice on Hubflo

With the Xero integration, whenever you create a new invoice on Hubflo it will automatically be created on Xero with the status: "awaiting approval". ​ → Initiate the process by crafting your invoice on Hubflo, adding all necessary line items: ​

→ Proceed to issue your invoice directly through Hubflo : ​ ​

• If the contact associated to the invoice doesn't exist on Xero it will be automatically created : ​

  
• The newly created invoice on Xero will hold the status "awaiting approval," ready for your review, approval, and dispatch.

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• You can consult, approve & send your invoice : ​ ​

  

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⏰ ​Upcoming Feature - Payment Synchronization:

Stay tuned! Soon, marking an invoice as paid on Hubflo will automatically update its status to "paid" on Xero, ensuring your accounts are always in sync.