🔗Connect to Xero
Connect your Xero account with Hubflo to streamline your invoicing and customer management:
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.
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.
1 - Connect your Xero Account to imports all your contacts
→ You can activate the Xero integration through your settings :
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.
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.
You can consult, approve & send your invoice :
⏰ 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.
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