Xero Integration
Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.
Integration Overview
Features
✔ Automatic Deal to Invoice/Quote Creation
✔ Financial Metrics
✔ Replay Unsuccessful Integrations
✔ One-Click option to manually generate and review invoices irrespective of the deal stage
Key Business Benefits
Eliminate Manual Work
● No double data entry between systems
● Automated organization/person, product and invoice/quote creation
Real-time financial data syncing
● View booked-invoice data directly in Pipedrive contacts
● Stay Informed and in control
Fix failed syncs with "Replay" option
● Update deals and re-sync to reflect changes
● Instant notifications for sync actions in deal activities
Start with Free Expert Onboarding
● Personalized setup for your Pipedrive account
● Custom guidance for your specific needs
Integration Features
Automatic Deal-to-Invoice/Order Creation: Save Time & Money
Quickly convert Pipedrive deals into invoices or quotes with real-time status updates in deal notes, reducing accounting dependencies and boosting sales efficiency.
One-click Invoice
Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts.
Replay Failed Syncs
The Replay feature in deal notes ensures that every Xero invoice is created successfully, helping to keep your sales process running smoothly by recovering from any failed integrations.
FAQ
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