The Xero Integration seamlessly connects Pipedrive with Xero, enabling automatic syncing of customers, products, invoices/quotes and updating sales data in real time. You can view the organisation's financial details in the custom panel of Pipedrive and create invoices/quotes in Xero when a deal stage changes in Pipedrive. The advantages include real-time data updates, a replay option for failed syncs, flexible field mappings, and tailored sync rules.

Key Features

1. Automatic Deal to Invoice or Quote Creation: Transform Pipedrive deals directly into invoices or quotes with real-time status updates in the deal notes.
2. Financial Metrics: View the financial metrics of organizations that include invoice details directly in Pipedrive from Xero under the Organisation page.
3. Replay Unsuccessful Integrations: Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.
4. Manual Company Creation: Manually create or update organisations from Pipedrive as customers in Xero.
5. Easy B2C Customer Management: Convert your Pipedrive person/people into new customer entries in Xero, streamlining your CRM and accounting processes.
6. Simplified Invoicing: Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.
7. Product Sync: Achieve seamless synchronization of product data from Pipedrive to Xero with each integration cycle.

1. Click Install Now.
2. Click Start.
3. Link your Xero account by inputting your credentials.
4. Click Continue.
5. Choose your subscription plan and click Next.
6. Prepare Invoice or quote Creation Rules. In this, you have to Add a pipeline, select a deal stage and choose quote/invoice creation. Click Next.
7. On the next stage, you have to set Customer Synchronization Preferences. On the same page, you can select B2C option (a new feature added). Click Next.
8. The next step is to select Product Sync Rules, which can be Simple Search or Direct Link as per the requirement. Furthermore, you have the option to sync deals without products by just using deal value. You can also select a default product to add an overall discount as a line item. Click Finish.

For a detailed setup guide, click here. For assistance, please reach out to us at [email protected] or schedule a meeting, and our team will reach out to you. More information about this Pipedrive Xero integration can be found on our website page.