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The Cloudify Dashboard brings you complete visibility and control over your integration all in one place.

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How to Access the Integration Dashboard

1

Navigate to Xero Settings

Click My apps → Xero → Settings.
Click Connected Apps then Xero in HubSpot
2

Open the Cloudify Dashboard

Under the Settings tab, go to Dashboard button on the left side.
Go to Cloudify Dashboard and click View Dashboard
This will open the full Cloudify Pipedrive–Xero dashboard, where you can monitor sync statuses, manage invoices, and take action on your deals in real time.

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Dashboard Features

Filter by Pipeline, Contact or Person or Create date

Effortlessly refine your view by filtering deals based on Contact or Person or Create date — helping you find exactly what you need in seconds.

Choose invoice or quote type

Select the invoice or quote type you’d like to create in Xero directly from the dashboard, saving time without switching screens.

Real-time deal and sync status

View all your Pipedrive  deals along with their create date, person, contact, amount, and real-time sync status — so you can instantly see what’s synced, pending, or needs attention.

View deal details

Use the View button to quickly open and review the associated Pipedrive deal, along with its sync details and invoice information.

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Filtering Pipelines

Filter deals by Pipeline, Deal Owner, Contact, or Company

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Selecting Invoice or Quote Type

Choose the invoice or quote type to create in Xero

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Deal List with Sync Status

View all HubSpot deals with their sync status, contact, company, and amount

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Viewing Deal and Invoice Details

Use the View button to open a HubSpot deal and review its sync and invoice details

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Syncing and Managing Invoices

Use the Sync and Re Run buttons to instantly trigger or retry invoice syncing. Use Review & Sync to inspect and edit invoice or quote details before sending them to Xero.
Use Sync, Re Run, and Review & Sync buttons to manage invoice syncing
If you get stuck at any step, you can book a free consultation directly from the dashboard and our team will assist you.
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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

Need help?

Contact our support team for further assistance.

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