> ## 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.

# Cloudify Dashboard

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

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

***

## How to Access the Integration Dashboard

<Steps>
  <Step title="Navigate to Xero Settings">
    Click **My apps** → **Xero** → **Settings**.

    <Frame>
      <img src="https://framerusercontent.com/images/Vp9JXTjXZJ4GDbPlwr23pSXqs.png" alt="Click Connected Apps then Xero in HubSpot" className="hidden dark:block" />

      <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18021801-1.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=e32c65668d46e112be5ec65fff000a7e" alt="Click Connected Apps then Xero in HubSpot" className="dark:hidden" width="557" height="426" data-path="images/Screenshot2026-03-18021801-1.png" />
    </Frame>
  </Step>

  <Step title="Open the Cloudify Dashboard">
    Under the **Settings** tab, go to **Dashboard** button on the left side.

    <Frame>
      <img src="https://framerusercontent.com/images/qazoGDCxoIfMRpEInUZgLWsI9F0.png" alt="Go to Cloudify Dashboard and click View Dashboard" className="hidden dark:block" />

      <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18021640.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=e62c280b9bcc1847d098542892cd65fc" alt="Go to Cloudify Dashboard and click View Dashboard" className="dark:hidden" width="1819" height="646" data-path="images/Screenshot2026-03-18021640.png" />
    </Frame>

    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.
  </Step>
</Steps>

***

## Dashboard Features

<CardGroup cols={2}>
  <Card title="Filter by Pipeline, Contact or Person or Create date" icon="filter">
    Effortlessly refine your view by filtering deals based on Contact or Person or Create date — helping you find exactly what you need in seconds.
  </Card>

  <Card title="Choose invoice or quote type" icon="file-invoice">
    Select the invoice or quote type you'd like to create in Xero directly from the dashboard, saving time without switching screens.
  </Card>

  <Card title="Real-time deal and sync status" icon="circle-check">
    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.
  </Card>

  <Card title="View deal details" icon="eye">
    Use the **View** button to quickly open and review the associated Pipedrive deal, along with its sync details and invoice information.
  </Card>
</CardGroup>

### Filtering Pipelines

<Frame>
  <img src="https://framerusercontent.com/images/S1oTHisf8Baa9YdoFysX4UL3k.png" alt="Filter deals by Pipeline, Deal Owner, Contact, or Company" className="hidden dark:block" />

  <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18020139.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=15ef0a77a1dfd3d49706db9f91913387" alt="Filter deals by Pipeline, Deal Owner, Contact, or Company" className="dark:hidden" width="1453" height="595" data-path="images/Screenshot2026-03-18020139.png" />
</Frame>

### Selecting Invoice or Quote Type

<Frame>
  <img src="https://framerusercontent.com/images/FkoRmVHFxjRmooTpXCJpPHwSY.png" alt="Choose the invoice or quote type to create in Xero" className="hidden dark:block" />

  <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18020215.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=e8ba0adb3a90b73c9ae0e03159b978e7" alt="Choose the invoice or quote type to create in Xero" className="dark:hidden" width="1578" height="661" data-path="images/Screenshot2026-03-18020215.png" />
</Frame>

### Deal List with Sync Status

<Frame>
  <img src="https://framerusercontent.com/images/VOP2iN72GN1oRx6Y1UvLPD4jXCI.png" alt="View all HubSpot deals with their sync status, contact, company, and amount" className="hidden dark:block" />

  <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18020249.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=fa459cff7f3e38b64117d14fce4d41de" alt="View all HubSpot deals with their sync status, contact, company, and amount" className="dark:hidden" width="1059" height="480" data-path="images/Screenshot2026-03-18020249.png" />
</Frame>

### Viewing Deal and Invoice Details

<Frame>
  <img src="https://framerusercontent.com/images/o8NCIAxWtcnlgFzAQWoq2wDeXQ.png" alt="Use the View button to open a HubSpot deal and review its sync and invoice details" className="hidden dark:block" />

  <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18020328.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=41d1516d80a3f55585b1bed6868a6fda" alt="Use the View button to open a HubSpot deal and review its sync and invoice details" className="dark:hidden" width="1495" height="708" data-path="images/Screenshot2026-03-18020328.png" />
</Frame>

### 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.

<Frame>
  <img src="https://framerusercontent.com/images/8JB86uiy2fBu73zKhD8TimjWMGE.png" alt="Use Sync, Re Run, and Review & Sync buttons to manage invoice syncing" className="hidden dark:block" />

  <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18020404.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=c2e9665af543959d2cba170687962923" alt="Use Sync, Re Run, and Review & Sync buttons to manage invoice syncing" className="dark:hidden" width="1522" height="651" data-path="images/Screenshot2026-03-18020404.png" />
</Frame>

<Note>
  If you get stuck at any step, you can book a free consultation directly from the dashboard and our team will assist you.
</Note>

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18020638.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=dab314346bb4c96121c87c608ba93249" alt="Screenshot2026 03 18020638" width="1821" height="604" data-path="images/Screenshot2026-03-18020638.png" />
</Frame>

***

<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}>
  <Card title="Need help?" icon="headset" href="https://cloudify.biz/contact">
    Contact our support team for further assistance.
  </Card>

  <Card title="Book a consultation" icon="calendar" href="https://meetings.hubspot.com/cloudify/app-assistance">
    Book a free consultation with a Cloudify expert.
  </Card>
</CardGroup>