Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.

Xero Integration Overview

Features:

• Automatic Deal to Invoice/Quote Creation
• Replay Unsuccessful Integrations
• One-Click option to manually generate and review invoices irrespective of the deal stage

Key Business Benefits:

1. Eliminate Manual Work

• No double data entry between systems
• Automated organization/person, product and invoice/quote creation

2. Real-time financial data syncing

• View booked-invoice data directly in Pipedrive contacts
• Stay Informed and in control

3. Fix failed syncs with "Replay" option

• Update deals and re-sync to reflect changes
• Instant notifications for sync actions in deal activities

4. Start with Free Expert Onboarding

• Personalized setup for your Pipedrive account
• Custom guidance for your specific needs

Start your free trial with 15 credits today! Book a free 30-minute onboarding session and let us transform your billing process.

Integration features

• Automatic Deal to Invoice/Quote Creation: Transform deals into invoices with real-time updates
• One-click Invoice: Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts
• Replay Failed Syncs: Recover unsuccessful integrations
• Company Creation: Create Xero customers from Pipedrive
• B2C Management: Convert Pipedrive contacts to Xero customers

To install Xero on Pipedrive, follow these steps:

• Step 1: To get started click on "Allow and install"
• Step 2: Now click on "Quick install"
• Step 3: Now you have to link your Xero account by inputting your credentials. Then click "Continue"
• Step 4: Set Up Invoice/Quote Creation Rules - In this, you have to Add a pipeline, select a deal stage and choose quote/invoice creation. Click "Next".
• Step 5: On the next stage, you have to set Customer Synchronization Preferences. On the same page, you can select B2C option (a new feature added). Click "Next".
• Step 6: The next step is to select Product Sync Rules, which can be Simple Search or Direct Link as per the requirement. Furthermore, you have the option to sync deals without products by just using deal value. You can also select a default product to add an overall discount as a line item.
• Step 7: Click "Finish".