Product Sync Rules define how products from Pipedrive are matched with product in Xero, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

• Simple Search: Match products using a specific field

This feature is used to match products between Pipedrive and Xero by correlating a specific field, such as Product code in Pipedrive and Item code in Xero. It's particularly useful for users who have long product lists. Choose the corresponding fields in Pipedrive and Xero for automatic identification from the respective dropdowns.

• Direct Link: Connect products directly without searching

Select this method to link specific products one-to-one between Pipedrive and Xero directly. This option is particularly beneficial when the product count is low, allowing for precise, manual matching of each product.