ScaleXP Invoicing: HubSpot's Xero Data Sync app

Paul Buckland
2025-07-14T12:25:19Z

One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful, robust syncing of objects between HubSpot and a range of popular apps, including Xero!

HubSpot’s data sync app is a great companion to ScaleXP Invoicing, allowing you to sync Contacts, Products and even limited invoice data between HubSpot and Xero. In this guide, we’ll walk you what it can and can’t do, what version of HubSpot you’ll need and how it works with ScaleXP Invoicing.

What is Data Sync?

In 2019, HubSpot acquired PieSync, a real time data synchronisation platform. They have since integrated it into HubSpot through a series of “Data Sync” apps in the HubSpot app marketplace. You can spot these apps in the marketplace because the author is “HubSpot” and the description always starts “Data Sync”.

Every Data Sync app uses the same interface, with the following features:

Account Link - links up your app with one or more external apps (in our case, Xero)

Objects - choose which objects in HubSpot you'd like to sync, in this case, Contacts, Products and Invoices

Sync Direction - choose whether to sync between apps, one-way sync from HubSpot to Xero, or from Xero to HubSpot, and even which app to use if conflicts arise

Field mapping - map fields between Xero and HubSpot

Limits - choose to filter the objects you sync, you can use lists or properties to do this

Data Quality and Logging - Data Sync gives you the tools to debug why records aren’t syncing, and an overview of what’s been synced.

What are the limitations of Xero Data Sync?

HubSpot Data Sync is free, but to get additional functionality you’ll need a subscription to HubSpot Operations Hub:

Custom Field Mappings - Ops Hub Starter

Sync historical data - Ops Hub Starter

Data Quality dashboard - Ops Hub Pro

For Xero, the biggest limitation is that Data Sync cannot sync invoices from HubSpot to Xero, only from Xero to HubSpot. In addition, the invoice objects that are imported back into HubSpot aren’t associated with deals, and have limited data on them.

Sync contacts between HubSpot and Xero

ScaleXP Invoicing allows you to create or edit Xero contacts when creating an invoice, but Data Sync can add to this by syncing contacts in bulk between the two systems. This works really well if you have a 1:1 relationship between your HubSpot contacts and your Xero contacts.

You can sync:

Name

Address

Email Address

If you’re using Data Sync to create contacts, we recommend configuring Data Sync to run on the deal stage before Invoices get created, this is because there can be a time delay with data sync, whilst invoices can be created instantly.

If you’re a B2B business, we recommend that you make sure that the sync sets the Xero Contact Name to the Company Name inside HubSpot, that way the contact will be selected automatically when ScaleXP Invoicing loads up.

Sync products between HubSpot and Xero

Xero supports Products and Services, just like HubSpot does, and by using products in Xero you can not only unlock reporting functionality, but also save on data entry. This is because invoices in Xero require each line item to have an account and tax code set. ScaleXP Invoicing can pull this data from your Xero products when creating an invoice, saving on lots of additional data entry.

If you have a large number of products in Xero and HubSpot, then you can easily keep the two in sync using Data Sync. All you need to do to unlock the ScaleXP Invoicing functionality is make sure the HubSpot SKU is mapped to the Item Code inside Xero (don’t worry this is part of the default mapping).

Other data you can sync includes:

Product Name

Sale Price

Cost Price

Product Description

Using Data Sync with ScaleXP Invoicing

Data Sync as you've seen so far is really powerful and does a great job at syncing key information between HubSpot and Xero. Whilst it can't sync invoices for you, it can make using ScaleXP Invoicing to create your invoices even easier - so we recommend you consider Data Sync as part of your ScaleXP Invoicing set up journey.