Create new Xero Invoice from Pipedrive Deal

This integration selects new Pipedrive deals and imports them to Xero as invoices. It uses product name to match products in Pipedrive and Xero.

Notes

• This integration does not import pre-existing Pipedrive deals to Xero invoices.

• Xero contacts must be pre-synced with Pipedrive contacts. If the contact with the corresponding name is not found in Xero, the deal fails to import.

• For best results items in Xero should be pre-synced with products in Pipedrive.

How to Set Up

1. Select or create connections: Pipedrive connection for Source and Xero connection for Target.
2. Specify the schedule on which the integration will run automatically.

Tips

• To create Xero invoices from specific new Pipedrive deals, configure filters in the task editor.