Contact matching
Without Sanka
HubSpot company and contact data may not match the Xero contact structure
With Sanka
Review contact candidates and billing details before handoff
Prepare HubSpot deals and invoices for Xero
Use Sanka to review HubSpot companies, deals, line items, invoices, payments, tax, tracking categories, and reconciliation status before accounting-ready records move into Xero workflows.
HubSpot Xero integration
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Overview
Build a clean handoff from HubSpot to Xero
Use deals and line items as the start
Pull HubSpot companies, contacts, deals, line items, payment terms, and invoice context into Sanka.
Review accounting-ready fields
Prepare contact matching, item mapping, tax, tracking category, account, description, and payment state.
Return useful status to HubSpot
Keep invoice URL, Xero handoff status, payment status, reconciliation state, and exceptions visible to sales.
Workflow
HubSpot to Xero accounting prep
- 01Review HubSpot deal dataRead company, contact, line items, close date, payment terms, discount, tax, and currency.
- 02Prepare Xero-ready invoice contextSet contact, item, account, tax, tracking category, description, and invoice reference fields.
- 03Approve handoff and write status backFinance confirms readiness, then Sanka keeps HubSpot updated with invoice, payment, reconciliation, and exception status.
Compare
Xero sync needs clean invoice and reconciliation context
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Contact matching | HubSpot company and contact data may not match the Xero contact structure | Review contact candidates and billing details before handoff |
| Invoice lines | HubSpot line items may lack Xero item, account, tax, or description fields | Prepare invoice-line mapping in Sanka before export |
| Tracking | Regions, departments, or projects are missing from the sales record | Add tracking category or department context during finance review |
| Reconciliation | Payment and reconciliation status are invisible to the HubSpot owner | Keep payment, partial payment, refund, and exception status tied to HubSpot |
Invoice lines
Without Sanka
HubSpot line items may lack Xero item, account, tax, or description fields
With Sanka
Prepare invoice-line mapping in Sanka before export
Tracking
Without Sanka
Regions, departments, or projects are missing from the sales record
With Sanka
Add tracking category or department context during finance review
Reconciliation
Without Sanka
Payment and reconciliation status are invisible to the HubSpot owner
With Sanka
Keep payment, partial payment, refund, and exception status tied to HubSpot
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Is this a replacement for the HubSpot Xero Data Sync app?
No. Sanka is the operations and finance review layer for teams that need governed invoice, payment, reconciliation, and writeback workflows around HubSpot and Xero.
Can Xero handoff status be visible in HubSpot?
Yes. Sanka can return invoice, payment, reconciliation, and finance review status to HubSpot records.
Why not use the broader accounting-sync page?
Use this page when the buyer is specifically evaluating HubSpot and Xero workflows. Use the broader page for multi-destination accounting-sync positioning.