Overview

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

Get the Most Out of the App

Data Flow between Xero and Pipedrive

Best Practices and Support

FAQs - Frequently Asked Questions

Pipedrive Xero

Getting the Most Out of the App

FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

IMPORTANT: Always check the "All" subsection under the History section of your Pipedrive deals to view the status of your integration run.

For any persistent issues or topics not covered here, please contact support@cloudify.biz for assistance

What exactly does this integration do?

This integration helps you:

  • Convert your Pipedrive deals into Xero invoices or quotes

  • Synchronize your Pipedrive and Xero product and customer data

  • View financial information directly in Pipedrive

  • Customize invoice/quote details including taxes and discounts

  • Track sync status in your deal activities

What exactly does this integration do?

This integration helps you:

  • Convert your Pipedrive deals into Xero invoices or quotes

  • Synchronize your Pipedrive and Xero product and customer data

  • View financial information directly in Pipedrive

  • Customize invoice/quote details including taxes and discounts

  • Track sync status in your deal activities

What exactly does this integration do?

This integration helps you:

  • Convert your Pipedrive deals into Xero invoices or quotes

  • Synchronize your Pipedrive and Xero product and customer data

  • View financial information directly in Pipedrive

  • Customize invoice/quote details including taxes and discounts

  • Track sync status in your deal activities

I have installed the app, but how do I create the invoice/quote now?

I have installed the app, but how do I create the invoice/quote now?

I have installed the app, but how do I create the invoice/quote now?

Will the invoice/quote be directly sent to my customer after it is created?

Will the invoice/quote be directly sent to my customer after it is created?

Will the invoice/quote be directly sent to my customer after it is created?

How do I control when invoices/quotes are created?

How do I control when invoices/quotes are created?

How do I control when invoices/quotes are created?

How do I make sure that the address of my customer is shown on the invoice/quote that gets created?

How do I make sure that the address of my customer is shown on the invoice/quote that gets created?

How do I make sure that the address of my customer is shown on the invoice/quote that gets created?

How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?

How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?

How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?

What if I don't want to manually go to each company or contact and update it?

What if I don't want to manually go to each company or contact and update it?

What if I don't want to manually go to each company or contact and update it?

Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?

Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?

Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?

I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

I am unable to import my Xero customer and product data to Pipedrive with this application

I am unable to import my Xero customer and product data to Pipedrive with this application

I am unable to import my Xero customer and product data to Pipedrive with this application

What if my Pipedrive contact is not present in Xero? Will the integration work?

What if my Pipedrive contact is not present in Xero? Will the integration work?

What if my Pipedrive contact is not present in Xero? Will the integration work?

What if my Pipedrive product is not present in Xero? Will the integration work?

What if my Pipedrive product is not present in Xero? Will the integration work?

What if my Pipedrive product is not present in Xero? Will the integration work?

I have connected my Xero account to Pipedrive but I can't see the created invoice/quote in Xero

I have connected my Xero account to Pipedrive but I can't see the created invoice/quote in Xero

I have connected my Xero account to Pipedrive but I can't see the created invoice/quote in Xero

How can I re-run failed integration attempts?

How can I re-run failed integration attempts?

How can I re-run failed integration attempts?

Will I be charged if the integration fails due to a setting error at my end?

Will I be charged if the integration fails due to a setting error at my end?

Will I be charged if the integration fails due to a setting error at my end?

I received the error "Product code required" after the integration ran. What should be done here?

I received the error "Product code required" after the integration ran. What should be done here?

I received the error "Product code required" after the integration ran. What should be done here?

I have moved the deal to a different stage, but the invoice/quote is not yet created

I have moved the deal to a different stage, but the invoice/quote is not yet created

I have moved the deal to a different stage, but the invoice/quote is not yet created

I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

The generated invoice/quote is missing some information, how can I correctly update this information?

The generated invoice/quote is missing some information, how can I correctly update this information?

The generated invoice/quote is missing some information, how can I correctly update this information?

How do I update the booked invoice data from Xero in Pipedrive?

How do I update the booked invoice data from Xero in Pipedrive?

How do I update the booked invoice data from Xero in Pipedrive?

Can other users within my company use this integration on their Pipedrive account?

Can other users within my company use this integration on their Pipedrive account?

Can other users within my company use this integration on their Pipedrive account?