Overview

Prerequisites

Installation

Connect Xero account

Choose Subscription Plans

Invoice/Quote Rules

Customer Search Rules

Product Search Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Order Settings

One-click Invoices/Quotes

Advanced Features

Explore App Features

Data Flow between Xero and Pipedrive

FAQs - Frequently Asked Questions

Need help? Let's talk

Need help? Let's talk

Need help? Let's talk

Search

Search

Pipedrive Xero

Getting the Most Out of the App

Data Flow between Xero and Pipedrive

Data Flow between Xero and Pipedrive

The table below shows what data is synced between Pipedrive and Xero. The data flow is largely unidirectional from Pipedrive to Xero except for the invoice/quote PDF copy imported back into Pipedrive as well as updated booked-invoice data synced into Pipedrive.

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels:

Email support

Email support

Schedule a call

Schedule a call

Choose Subscription Plans

Product Settings

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