# Connect to Xero

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

1. [Instantly Import Xero Contacts into Hubflo](https://support.hubflo.com/en/articles/8911599-xero-integration#h_e732946f2e)
   * Activate the Xero integration via your Hubflo settings to effortlessly bring over all your Xero customers into Hubflo's ecosystem.
2. [Seamless Invoice Creation](https://support.hubflo.com/en/articles/8911599-xero-integration#h_edb0a046f0)
   * 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\
 <a href="#h_e732946f2e" id="h_e732946f2e"></a>
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→ You can activate the Xero integration through your settings :

[![](https://downloads.intercomcdn.com/i/o/954895190/11a40d7bab53ebbb087c2386/CleanShot+2024-02-06+at+13.28.16%402x.png)](https://downloads.intercomcdn.com/i/o/954895190/11a40d7bab53ebbb087c2386/CleanShot+2024-02-06+at+13.28.16%402x.png)

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

[![](https://downloads.intercomcdn.com/i/o/957612138/08f22cf22a7456edd2f2bdd2/CleanShot+2024-02-08+at+18.32.29%402x.png)](https://downloads.intercomcdn.com/i/o/957612138/08f22cf22a7456edd2f2bdd2/CleanShot+2024-02-08+at+18.32.29%402x.png)

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

[![](https://downloads.intercomcdn.com/i/o/957612566/2ee46941fcf27efe7611cbc3/CleanShot+2024-02-08+at+16.16.56%402x.png)](https://downloads.intercomcdn.com/i/o/957612566/2ee46941fcf27efe7611cbc3/CleanShot+2024-02-08+at+16.16.56%402x.png)

#### &#x20; <a href="#h_a998518d43" id="h_a998518d43"></a>

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 <a href="#h_edb0a046f0" id="h_edb0a046f0"></a>

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

[![](https://downloads.intercomcdn.com/i/o/958156851/627c596794386fe41f669598/CleanShot+2024-02-09+at+10.02.24%402x.png)](https://downloads.intercomcdn.com/i/o/958156851/627c596794386fe41f669598/CleanShot+2024-02-09+at+10.02.24%402x.png)

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→ Proceed to issue your invoice directly through Hubflo :\
​\
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[![](https://downloads.intercomcdn.com/i/o/958159433/4bf67e749860a7dfbee1f6f4/CleanShot+2024-02-09+at+10.06.18%402x.png)](https://downloads.intercomcdn.com/i/o/958159433/4bf67e749860a7dfbee1f6f4/CleanShot+2024-02-09+at+10.06.18%402x.png)

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

    [![](https://downloads.intercomcdn.com/i/o/958160052/5c31c3d8688f5b0c2dc37058/CleanShot+2024-02-09+at+10.03.02%402x.png)](https://downloads.intercomcdn.com/i/o/958160052/5c31c3d8688f5b0c2dc37058/CleanShot+2024-02-09+at+10.03.02%402x.png)
*   The newly created invoice on Xero will hold the status "awaiting approval," ready for your review, approval, and dispatch.

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    ​

    [![](https://downloads.intercomcdn.com/i/o/958160947/77735d1fd224044dfb014cd4/CleanShot+2024-02-09+at+10.07.37%402x.png)](https://downloads.intercomcdn.com/i/o/958160947/77735d1fd224044dfb014cd4/CleanShot+2024-02-09+at+10.07.37%402x.png)
*   You can consult, approve & send your invoice :\
    ​\
    ​

    [![](https://downloads.intercomcdn.com/i/o/958161818/5000b8cc5afa1ab779321622/CleanShot+2024-02-09+at+10.08.36%402x.png)](https://downloads.intercomcdn.com/i/o/958161818/5000b8cc5afa1ab779321622/CleanShot+2024-02-09+at+10.08.36%402x.png)

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### &#x20;⏰ ​Upcoming Feature - Payment Synchronization:  <a href="#h_a54f457aa4" id="h_a54f457aa4"></a>

### 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. <a href="#h_a54f457aa4" id="h_a54f457aa4"></a>
