Setting Up Product Sync Settings

1. Searching for Products This method is best when you have a large number of products and want to automatically match them based on a unique identifier.

   1. Go to the "Product sync rules" tab

   2. Select "Select search parameters."

   3. Choose a Pipedrive field (e.g., SKU) and match it with an Xero field (e.g., Product Number)

   4. When creating an invoice or quote, the integration will use this identifier to find the correct product in Xero.

   
   

   Example: If you set SKU (Pipedrive) to match with Product Number (Xero), a product with SKU "ABC123" in Pipedrive will be matched with a product that has Product Number "ABC123" in e-conomic.

   
   

2. Custom Mappings:

   This method is ideal when you have a small number of products or when product identifiers don't match exactly between Pipedrive and Xero.

   1. Go to the "Product sync rules" tab

   2. Select "Set custom mappings."

   3. For each Xero product, manually select which Pipedrive product(s) it corresponds to

   Example: You might map the Pipedrive product "Premium Package" to the Xero product "Premium Service Bundle", even though their names or identifiers don't match exactly.

   
   

3. Handling Products Not Found in Xero

   1. Scroll down in the "Product sync rules" tab.

   2. Choose one of three options:

      • Do not generate invoice

      • Use a default product

      • Create a new product

      Follow the prompts to set up the necessary details for your chosen option.

      
      

4. Deals Without Line Items

   1. At the bottom of the "Product sync rules" tab, find the "Deal Syncing When Products Are Unavailable" section.

   2. Check the box to "Sync the deals which do not have products associated with them".

   3. Select a default product from Xero to use in these cases.

      
      

5. 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.