Missing functionality Xero/ Pipedrive functionality

There is a reference field in Xero for entering purchase order numbers, it is not available in the Pipedrive integration. Requiring the user to edit the draft invoice directly into Xero, which defeats the purpose.

Would contest that the majority of invoices require a purchase order, so this is a key requirement that has been missed.

Seems to me an easy add, like to see this in the near future.

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 29 #2

    Can you update your Xero invoice template to include this field?

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #3

    @Bruno Domingos just sharing another one with you here :) 

  • Bruno Domingos_176
    Bruno Domingos_176 Ex-Pipedrivers Posts: 35
    Pipedrive Employee
    edited April 29 #4

    Hi @Stewart Foxall 

    Thanks for the feedback. We got similar requirements in the past and we will keep it in mind for the next feature improvements.

    Regards,
    Bruno

  • Stewart Foxall
    Stewart Foxall Posts: 2
    edited February 24 #5

    Thanks for the feedback, we are looking to adopt this integration and would greatly appreciate it being added in the near future 

  • Pete Mahon
    Pete Mahon Posts: 19
    edited April 2020 #6

    Thanks for the feedback, we are looking to adopt this integration and would greatly appreciate it being added in the near future 

    Hi Stewart - if my request to update the deal when an invoice is raised is accepted, you will be able to watch for updated deals with invoices in them and ensure that the reference in Xero is populated correctly. 

     

  • Haley Peloquin
    Haley Peloquin Posts: 12
    edited March 2021 #7

    Hello - Just questioning if the changes/additions will also include being able to EDIT a DRAFT invoice in Pipedrive? Rather than having to log into Xero?

    Thanks