> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Now that you've installed the app and connected your accounts, learn how to navigate to the settings page and configure how information flows between Pipedrive and Xero.

## Setting Up the Pipedrive to Xero Integration

Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and Xero. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

***

## Finding the Settings Page

<Steps>
  <Step title="Open My Apps">
    Find the **Marketplace icon** in the top right of the page, click on the **My Apps** icon, and select the Xero app from the list.

    <Frame>
      ![Click the Marketplace icon, open My Apps, and select the Xero app](https://framerusercontent.com/images/eRM0D9BhLZs6RGx4dEi3Wy0XwmI.png)
    </Frame>
  </Step>

  <Step title="Open Settings">
    Select **Settings**.

    <Frame>
      ![Select Settings from the Xero app options](https://framerusercontent.com/images/gWXB3Lhc0vrP6MWzX90qv5fDEfQ.png)
    </Frame>
  </Step>
</Steps>

***

## What You Can Configure Here

From the Settings page, you can make changes across the following areas. Click and navigate to the relevant section in the left panel to proceed.

<CardGroup cols={3}>
  <Card icon="user" title="Customer Settings">
    Configure how customer data is synced between Pipedrive and Xero.
  </Card>

  <Card icon="box" title="Product Settings">
    Define how products are mapped and synced across both platforms.
  </Card>

  <Card icon="file-invoice" title="Invoice/Quote Settings">
    Control how invoices and quotes are generated and managed.
  </Card>

  <Card icon="plug" title="Connect / Disconnect Xero">
    Manage your Xero account connection at any time.
  </Card>

  <Card icon="credit-card" title="Manage Your Subscription">
    View and update your current subscription plan.
  </Card>
</CardGroup>

Let's start by looking at the **Customer Settings** first.

***

<Tip>
  **Got unique integration needs?** Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

<CardGroup cols={2} />