Xero
要求
HubSpot 版本 HubSpot 帳戶權限 無需權限 存取權類型 已分享 Xero 訂閱 - Review Xero's Pricing Page 版本
總覽
1/3
Connect Xero contacts without manual data entry or messy, time-consuming imports.
Please turn on 2FA in HubSpot before installing this integration (show me how).
Here’s what you get:
Works with data studio in Data Hub: Blend data in a familiar, spreadsheet-like interface with the help of AI.
Two-way sync: Data is shared between Xero and HubSpot in real time
Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
Historical syncing: Your existing data will sync right away, and updates will sync as they happen
Note: Please see below which objects sync under "Shared Data". You can also check out the integration built by Xero.
功能
Sync Xero and HubSpot data
Make manual data entry a thing of the past by syncing contacts between HubSpot and Xero. When records are created or updated in either app, that information will be automatically shared with the other one.
Custom field mappings
Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
Works with data studio in Data Hub
Built for marketers, data studio in Data Hub lets anyone blend data in a familiar, spreadsheet-like interface with the help of AI. Create custom datasets that power advanced segmentation, automation, and reporting. You can also easily manage the flow of data between multiple external data sources, including Stripe, and the HubSpot CRM.
應用程式功能
共用資料
Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Operations Hub Starter and up.
The following will not sync: Quotes. As mentioned above, check out the integration built by Xero for additional integration capabilities
Contacts | ||
Invoices | ||
Xero data | ||
Items |
評論
2.2
42
2.2
42
用户反馈称，该集成主要提供单向同步功能，且仅将Xero发票与联系人记录关联，而非与公司关联。虽然部分用户希望能够同步报价单或直接将发票从HubSpot推送到Xero，但也有少数用户认为将基础数据导入HubSpot的过程简单且有效。
- 2026年8月26日
Xero 集成
Xero 虽然能同步数据，但我觉得这没什么用。在 Xero 本身就能生成更完善的报表。
Findlater, G.
- 2026年8月26日
联系人同步会带来严重的数据完整性风险
从数据完整性的角度来看，“联系人同步”功能存在根本性缺陷。一旦将 HubSpot 联系人与 Xero 联系人记录关联，同步操作就会用 Xero 账户中的“主要联系人”信息覆盖该联系人的详细信息。无论电子邮件地址或联系信息是否与原始联系人匹配，都会发生这种情况。 目前缺乏足够的警告或防护措施来防止这种行为，这导致我们 CRM 中的约 36 条联系人记录被错误更新。
联系人同步存在重大的数据完整性风险。 一旦 HubSpot 联系人与 Xero 联系人记录建立关联，同步过程可能会用 Xero 账户的“主要联系人”信息覆盖 HubSpot 联系人的详细信息。 无论该电子邮件地址或联系信息是否属于原始 HubSpot 联系人，都可能发生这种情况。 目前缺乏足够的警告或防护措施来防止现有的 CRM 联系人数据被覆盖。 没有选项可以创建新联系人、保留现有联系人，或将更改后的电子邮件地址添加为备用电子邮件地址。 排查和恢复受影响的联系人可能非常耗时，并且可能需要手动修复。 此行为影响了我们 CRM 中的约 36 个联系人。
Kaur, D.
價格
Review Xero's Pricing Page
US$0
Use the 'See all pricing options' link on the righthand side
Make sure to confirm the HubSpot subscription and the Xero subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscriptions
Review Xero's Pricing Page
US$0
Use the 'See all pricing options' link on the righthand side
Make sure to confirm the HubSpot subscription and the Xero subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscriptions
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊，請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間：2025/09/03