HubSpot CRM syncs deals, invoices, and contacts to Xero. When data mismatches occur or you need historical records for audits, Boxkite has your financial data backed up automatically.
When your HubSpot-Xero integration syncs data, the following is captured in your Boxkite backup:
HubSpot deals show different figures than Xero invoices. Someone edited records, the sync had issues, and now sales and finance don't match. Backups show what Xero recorded and when.
Customer records get duplicated or merged incorrectly between HubSpot and Xero. Historical backups preserve the contact data as it was before sync issues occurred.
You need to prove when invoices were created and sent for revenue recognition or audit purposes. Boxkite backups provide timestamped invoice records.
Complete record of all invoices synced from HubSpot deals to Xero.
Customer data in Xero preserved, even if HubSpot records change.
Match CRM deals to financial records using historical backup data.
Prove when invoices were created and what they contained.
