Click "Start" to begin the Quick install flow

Click "Connect Xero"

Click "Add app"

Click "Continue"

Click "Next" - Trial is automatically selected

Click "Select Pipeline"

Select the pipe you want the app to trigger on.

Click "Select Deal Stage"

Select the stage you want the automation to trigger on

Click "Select Quote/Invoice"

Select if you want to create an invoice or quote

Click "Add Pipeline" to finalize the trigger

Click "Next" to go to the next part of the Quick Start guide

Company matching: Select the field you want to use in Pipedrive when searching for customers in Xero.

Select the field in Xero that you want to search for.

Click "B2C Sync Activation" if you are also creating invoices for B2C customers.

Select the field you want to use in Pipedrive when searching in Xero.

Select the field you want to search for in Xero when matching customers.

Click Next to continue to the Product matching section.

Simple Search: Select the field you want to use in Pipedrive when searching for Xero products.

Simple Search: Select the field you want Pipedrive to search in Xero for identifying the product.

Click the "Direct Link: Connect products directly without searching.

Click the "Digital Analysis - Overall" field.

Map one or more Pipedrive products to one Xero product.

Click "Advanced settings."

Click the "Advanced settings" to decide what to do if a product is not found in Xero.

Click the "Sync deals which do not have products associated with them" field if you wish to create quotes or invoices for deals that do not have products in them.

Select the default product you want to be used when creating invoices and quotes without products in the Pipedrive deal.

Add a deal-level discount(s) to the complete deal value in Pipedrive by checking the "Select a default item to add over all discount as a line item" box and selecting the product.

Click "Finish", and you have completed the Quick Start installation.