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 right of the page) >> Click on "My Apps" icon and select the Xero app from the list
   
   

   

   
   

2. Select "Settings"
   
   

   

On this page, you can make the following changes:

1. Customer Settings

2. Product Settings

3. Invoice/Quote Settings

4. Connect/Disconnect Xero account

5. Manage your subscription

Let's start by looking at the Customer Settings first. Click and navigate to the relevant section on the left panel to proceed.