Skip to main content
-Pipedrive Xero integration by Cloudify facilitates one-click creation of invoices/quotes directly from Pipedrive deals irrespective of the deal stage.
Selecting “I’ll do it manually” skips automation and takes you to the Cloudify dashboard, allowing you to update invoices from any Pipedrive deal stage.
Screenshot2026 03 18022421
Once you click on the Dashboard, follow these streamlined steps to complete a manual sync:
Screenshot2026 03 18023554
1
Access the invoice: Go to any invoice on the dashboard you wish to update and click Review and Sync. The manual sync window will immediately appear on your screen.
Screenshot2026 03 18022757
2
Enter basic details: Select your contact, currency, tax, and account details to get started.
Screenshot2026 03 18022929
3
Set invoice terms: Choose specific details such as the Invoice date, Due date, Status, and Tax preferences.
4
Add products: Click + Add Line Item to include products to your draft. To adjust specific item settings, click Customize Accounts, Taxes and Amounts.
Product Availability: You can only use the ”+ Add Line Item” button for products that are already present in Xero.
Screenshot2026 03 18023145
5
Adjust the invoice (Optional): Click the three-dots menu to Split your invoice by percentage or Duplicate it.
The option to split an invoice is only available while it remains in the ‘DRAFT’ stage.
Screenshot2026 03 18023403
6
Finish and sync: Click Save Progress if you need to finish later, or Sync to Xero to push the draft Xero. You can view the final invoice in the deal’s attachments or notes.
Screenshot2026 03 18023506