Sending Your Data from SyncHive to an External System
To send data from SyncHive to an external system, we use what’s called an outbound integration. In simple terms, this is how SyncHive delivers your data, like a customer or sales order, to other applications such as Xero.
Outbound integration consists of:
- A Connector, which enables SyncHive to communicate with an external system
- An Integration that belongs to a Connector and sends data (like a customer or sales order) to the external system
A Real-World Example: HubSpot to Xero
Let’s walk through an example: A customer order is created in HubSpot and ends up in Xero as both:
- A new or updated Customer record
- An Invoice, generated in Xero using sales order data sent from SyncHive
This assumes you’ve already completed the steps in “Sending Your Data to SyncHive” and have HubSpot configured as your inbound integration. This guide focuses on the outbound side: getting the data to Xero.
How Data Moves Out of SyncHive
The diagram below illustrates how a single HubSpot order becomes two distinct records in Xero. In SyncHive terms:
- The SalesOrder shape represents the customer order
- The Customer and SalesOrder shapes are then sent to Xero
Two Ways to Send Data Out of SyncHive
There are two ways to send data to an external system. In most cases, the first approach is recommended.
-
Trigger via inbound data
When new or updated data comes into SyncHive (e.g. from HubSpot), it can automatically trigger outbound flows to Xero. -
Bulk publish
Manually send a batch of data from SyncHive to the external system. This is typically used to seed a new system with data.
Learn more about bulk publishing →
Step-by-Step: Sending Data from HubSpot to Xero
Step 1: Set Up the Xero Connector
- Navigate to Integrate → Connectors
- Click Add Connector
- Select Xero and follow the prompts
For this scenario:
- Add the following shapes:
SalesOrderandCustomer - Set Inbound Status to
Disabledfor both - Set Outbound Status to
Enabled
This ensures data only flows out of SyncHive to Xero.
Step 2: Set Up the Xero Integration
- Navigate to Integrate → Integrations
- Click Add Integration
- Choose the Xero Connector you added
During setup:
- Enable the
SalesOrderandCustomershapes - Set Inbound Status to
Disabled - Set Outbound Status to
Enabled
This configuration activates the shapes for outbound sync to Xero.
Step 3: Trigger a Data Change in HubSpot
To send data through SyncHive:
- Log in to HubSpot
- Create or update a customer order
This change flows into SyncHive as a SalesOrder, triggering the outbound integration to send data to Xero as:
- A
Customerrecord - A
SalesOrder, which Xero uses to create anInvoice
Step 4: Confirm Data in Xero
To verify that the data was successfully sent:
-
Log in to Xero and confirm:
- The new Customer appears
- The Invoice has been created
If you'd like to take a closer look in SyncHive:
- Go to Operate → Dashboard to view recent activity related to the integration
- Go to Explore → SalesOrder or Explore → Customer to view the current data held in SyncHive
Troubleshooting
If your data isn’t appearing in Xero or if something seems off, visit our Operations & Troubleshooting guide for help resolving common outbound integration issues.