Installation
Configuration
Pipedrive Integration
Welcome to the Pipedrive-Xero Integration Setup Guide. This comprehensive resource will help you connect your Pipedrive and Xero accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
Integration Process Overview
The setup process consists of four main stages:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Quotes Settings: Define invoice/Quotes creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active Pipedrive account with administrative access
An active Xero account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
Connect Xero account
Choose Your Subscription Plans
Invoice/Quote Rules
Customer Search Rules
Product Search Rules
Need Help? Let's Talk
If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels: