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From Computan’s Vault: HubSpot and Xero Custom Integration

Posted by Simranjeet Singh

HubSpot, integrations, HubSpot Developers, HubSpot Development

Project Summary

Computan recently received a project proposal where the team had to Integrate HubSpot with Xero. What’s the big deal, right? Because native integration between these two tools is available by default. HubSpot offers integration with the accounting software as per which you can send contacts from Xero to HubSpot and keep them in sync. But the client didn't just want to sync the contacts.

The Issue Faced by Client

Computan team tasked to accomplish a custom integration between HubSpot and Xero. We had to code from scratch because native integration between HubSpot and Xero only supports contact sharing and syncing. The basic integration between the tools was of no use as this did nothing exceptional for the client and didn’t meet their requirements.

To support their business process, they wanted more specific integration related to accounting and invoicing.

Project Requirements

Our Client wanted invoices and companies synced between the tools. That’s why we took the route of custom integration.

Solution

Our team dug the invoices generated in Xero and mapped them in HubSpot as HubSpot Deals, matched the fields, and created companies to successfully integrate the two tools as per the client’s requirements.

- The invoices generated in Xero were fetched using the APIs provided by Xero
- The team created Deals in HubSpot for each invoice through HubSpot API
- Fields were different for every requirement, but the general ones were the same;
  • Deal name
  • Amount
  • Close Date
  • Associated Contacts
  • Associated Companies
  • Products (Line Items)

Result

After a successful test run, the custom integration project was delivered to the client. Our client now has companies and invoices synced between HubSpot and Xero, which was not possible in the first place through the default integration.

Computan Team Members

- Shaban

- Rashed

Simranjeet Singh

Written by Simranjeet Singh

Writer | HubSpot Certified Inbound Marketer and Content Marketer