)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Yes, you can sync Xero invoice aging reports to HubSpot company records by processing invoice data to calculate aging buckets and automatically updating company properties with current AR aging information.
This automation provides sales and finance teams with current AR aging data directly in HubSpot company records, enabling proactive account management without manual report generation.
Automate aging report sync using Coefficient
HubSpot’s native reporting can’t calculate aging metrics from external financial data, and its company properties lack dynamic calculation features for real-time AR aging analysis. Coefficient processes Xero invoice data to calculate aging buckets and syncs results to HubSpot or HubSpot company records automatically.
How to make it work
Step 1. Import Xero invoice data with daily refresh.
Set up scheduled imports to pull all invoice data including issue dates, due dates, payment status, and amounts with automatic daily refresh. This ensures your aging calculations reflect current invoice statuses.
Step 2. Calculate aging buckets with automated formulas.
Create formulas that automatically categorize outstanding invoices into aging periods: Current (0-30 days), 31-60 days overdue, 61-90 days overdue, and 90+ days overdue. For example: =IF(AND(E2=”Outstanding”,TODAY()-D2<=30),C2,0) for current amounts.
Step 3. Aggregate aging data by company.
Use pivot tables or SUMIF formulas to total aging amounts by customer, matching Xero customer names to HubSpot company records. This creates company-level aging summaries from individual invoice data.
Step 4. Apply dynamic filtering for targeted analysis.
Use dynamic filtering to focus on specific company segments or exclude certain invoice types from aging calculations, ensuring your aging reports reflect the data most relevant to your business needs.
Step 5. Export aging data with scheduled updates.
Configure scheduled exports to UPDATE HubSpot company properties with calculated aging amounts: “AR Current Amount,” “AR 31-60 Days,” “AR 61-90 Days,” “AR Over 90 Days,” and “Total Outstanding.”
Step 6. Set up aging alerts and snapshots.
Configure alert notifications when company aging deteriorates beyond acceptable thresholds, and use snapshot features to capture weekly aging reports for trend analysis of customer payment behavior over time.
Enable proactive account management with aging data
This automation provides current AR aging data directly in HubSpot company records, enabling proactive account management and credit decisions without manual processes. Start syncing your aging reports today.
