XERO INTEGRATION
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CMS in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations including having more than one calendar options.
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Xero is the dominant accounting product in Australia and New Zealand so the decision to not have any out of the box integration will seriously affect buying decisions in the APAC region. Why would they kill a whole area?
I am having to hire an integration specialist and we are using Make to create and integration but it has seriously slowed down our project.
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Yes I'm with you both! There's a native Quickbooks integration but not a native Xero integration.
Those of you with a spare $24.90/month lying around could go for this integration: https://www.pipedrive.com/en/marketplace/app/xero-advanced-automation-sync-q/45175c5cd8a0c61c
Far too expensive for many of us though.
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This is appalling! I've just transferred over my Xero account to a new account and discovered I can no longer integrate with Pipedrive. This was a key reason I chose Pipedrive as a CRM
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You can use the Skyvia cloud platform to connect Pipedrive and Xero. It is a freemium app with no code.
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Hi @Tonksy
I'd recommend looking at make.com as an integration between the two systems.
Here's an example template: https://www.make.com/en/templates/10836-create-new-invoices-in-xero-from-new-deals-in-pipedrive but there are many more based on what you need to do.
I hope this helps!
Best,
Bruce
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Hi @RobertYoung I have set up a Skyvia account - but absolutely no idea how to set this up with Pipedrive so I can automate the invoice process. Any ideas??
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Take a look here, it may help: https://skyvia.com/data-integration/integrate-pipedrive-xero
If you’re still having trouble, feel free to book in a call with me, to see if I can guide you in the right direction:
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It feels like pipedrive is dying slowly. Constantly killing of important features with no real direction or plan. I fear they will be out of business soon and sold to a larger company.
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