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.

Advance Settings

This option is useful when a product is not found in the search when integration runs. It offers three options to choose from:

1. Skip Invoice Generation: Select this option if you prefer not to create an invoice when a product isn't found in Xero.

   

   
   

2. Use a Default Item: When an item is not found in Xero, a default item from Xero will be used to generate the invoice. If you select this option, you must specify a default product from your Xero item list.

   

   
   

3. Create a new item in Xero: This option automatically generates a new product entry in Xero when a matching item isn't found using product details from Pipedrive.

   

   
   Sync deals which do not have products associated with them

   This option is applicable to create an invoice with just the deal value. You can choose this option if you do not use products in your Pipedrive deals. Click on the checkbox and select a placeholder product. This is just to handle this particular scenario of deals-without-products.

   

   
   

   Streamline Your Deal Discounting

   Please select an item from Xero to be used to reflect discounts from Pipedrive deals. Subsequently, this selected item will be shown as an overall discount in the invoice/quote.

   Once done, click on "Finish". Your installation is successful.