Setting up the Pipedrive to Xero Integration

Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and Xero. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

To find the settings page:

1. Find the Marketplace icon (top of the page) -> Click on "My Apps."

2. Click on the Xero app.

3. Select "Settings."

And you have arrived

The setup process is divided into three main areas:

1. Customer Settings

2. Product Settings

3. Invoice/Order Settings

Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.