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IMPORTANT: Always check the “All” subsection under the History section of your Pipedrive deals to view the status of your integration run.For any persistent issues or topics not covered here, please contact support@cloudify.biz for assistance
This integration helps you:
  • Convert your Pipedrive deals into Xero invoices or quotes
  • Synchronize your Pipedrive and Xero product and customer data
  • View financial information directly in Pipedrive
  • Customize invoice/quote details including taxes and discounts
  • Track sync status in your deal activities
Configure triggers for specific deal stages in the app settings to automatically create invoices/quotes when deals move to those stages.
No. The integration only creates a draft invoice/quote in Xero. You’ll need to review and send it to your customer manually through Xero.
You can configure which deal stages trigger invoice/quote creation in the app settings. This allows you to precisely control at which stages of your process the documents are generated.
Client needs to add the billing address and ensure that the billing address fields are mapped under “Company field mappings” to ensure that the address reflects on the document.
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don’t want it). This will ensure that customers and products gets updated in accounting system.
No. You can only connect one Xero account to one Pipedrive account at a time. However, you can switch between different Xero organizations within a single Xero account.
Yes, but you’ll need to select which tenant/organisation to connect with during setup. You can only connect to one tenant at a time. You can change the connected organization via the ‘Connect’ section in the app settings.
The integration syncs customer and product data from Pipedrive to Xero only, not the other way around. This ensures Pipedrive remains your primary system.
The app provides three options if a product is not found in Xero:
  • Take no action
  • Choose from a default product
  • Create a new product in Xero
Check:
  • Your deal activities for any sync errors
  • Your Xero connection status
  • Ensure that you are checking the correct organisation under Xero
  • If needed, try the “Replay” option
Contact support@cloudify.biz if issues persist
Use the “Replay” option in your deal’s activity log. This allows you to retry any failed sync attempts.
No. Failed integration attempts are not counted towards your usage limits. You will only be charged for successful invoice/quote creations.
  • Go to Organizations or Persons in Pipedrive.
  • In the left-hand panel, locate the Xero Financial Report card.
  • Select any timeline and click Update.
The integration will then search for the corresponding customer in Xero. If the customer is found, it will retrieve and display the latest financial data. If no matching customer exists, the integration will automatically create a new customer in Xero based on your customer sync settings