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:
Find the Marketplace icon (top right of the page) >> Click on "My Apps" icon and select the Xero app from the list
Select "Settings"
On this page, you can make the following changes:
Customer Settings
Product Settings
Invoice/Quote Settings
Connect/Disconnect Xero account
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.