Why Invoice/Quote Sync Rules Matter
Automate invoice creation
Trigger invoice or quote creation in Xero at exactly the right moment in your sales process.
Ensure data consistency
Automatically create or update customer information in Xero based on your Pipedrive deals.
Save time
Eliminate manual data entry and reduce the risk of errors across both platforms.
Setting Up Invoice/Quote Sync Rules
Navigate to Invoice/Quote sync rules
Go to the Invoice/Quote sync rules tab in your integration settings and click Add Pipeline to create a new rule.
Define the three key elements for each rule
For each rule, configure the following:
- Pipeline — select the Pipedrive pipeline you want to trigger from.
- Deal Stage — choose the specific stage in the pipeline that will trigger the integration.
- Generate — decide whether to create a draft invoice or a draft quote in Xero.
Add multiple rules if needed
You can add multiple rules for different pipelines or stages as needed.
Invoice/Quote Field Mappings
Why Invoice/Quote Field Mappings Matter- Ensure data consistency — match the right information between Pipedrive and Xero.
- Customize for your needs — adapt the integration to fit your unique invoicing process.
- Save time — automate the transfer of invoice data, reducing manual entry and potential errors.
- Guarantee accuracy — correct field mapping is crucial for ensuring accurate invoices in Xero.
Setting Up Invoice/Quote Field Mappings
Navigate to Invoice/Quote field mappings
Go to the Invoice/Quote field mappings tab in your integration settings. The mappings are divided into three main areas:
- Notes and References
- Delivery Address
- Billing Address
Review and edit existing mappings
For each Xero field, the default Pipedrive field will be shown (if applicable). Click Edit to change the mapping or Delete to remove it.
Prioritize key fields
Pay special attention to these key mappings:
- Notes Headline (mapped to Invoice headline in Pipedrive)
- References (mapped to Purchase order number in Pipedrive)
- Date (Invoice issue date)
- Delivery and Billing address fields
Correct field mapping is essential for ensuring accurate invoices in Xero. Review and optimise these mappings regularly. If you’re unsure about which fields to map or how to handle specific scenarios, contact our support team — we’re here to help you get the most out of your integration.