Why Invoice/Quote Sync Rules Matter
Automate invoice/order creation: Trigger invoice or quote creation in Xero at the right moment in your sales process.
Ensure data consistency: Automatically create or update customer information in Xero based on your Pipedrive deals.
Save time: Eliminate manual data entry and reduce the risk of errors.
Setting Up Invoice/Quote Sync Rules
Navigate to the "Invoice/Quote sync rules" tab in your integration settings.
Click on "Add Pipeline" to create a new rule.
For each rule, define three key elements:
Pipeline: Select the Pipedrive pipeline you want to trigger from.
Deal Stage: Choose the specific stage in the pipeline that will trigger the integration.
Generate: Decide whether to create a draft invoice or quote in Xero.
You can add multiple rules for different pipelines or stages as needed.
After setting up your rules, don't forget to save your changes.