Xero Integration - suggested update for devs

James L. Marshall
James L. Marshall Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Currently the Xero integration is too basic to warrant using in app.  

I want my team  to invoice out of Pipedrive (and keep Xero for accounting) but at the moment they cannot enter all of the custom fields/accounts as they can in Xero. Eg. specific account fields for different geographic regions. 

 When can we expect to see further development between platforms? 

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
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    edited February 2022 #2

    Hi @James L. Marshall , thank you for your feedback!

    To clarify, what you mean is that you'd like to see more fields from Xero showing up in Pipedrive when you're doing the mapping to generate an invoice, is that correct? 

  • Inês Batata
    Inês Batata Admin Posts: 2,917
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    edited January 2021 #3
    Inês Batata said:

    Hi @James L. Marshall , thank you for your feedback!

    To clarify, what you mean is that you'd like to see more fields from Xero showing up in Pipedrive when you're doing the mapping to generate an invoice, is that correct? 

    @James L. Marshall I've heard back from our team and at the moment it's not in our plans to add more fields from Xero to be filled in Pipedrive, but I've made sure to forward your suggestion for consideration.

  • Ryan Rosen
    Ryan Rosen Posts: 2
    First Comment
    edited February 2022 #4

    Any updates on the Xero integration update?

  • Inês Batata
    Inês Batata Admin Posts: 2,917
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    edited February 2021 #5
    Ryan Rosen said:

    Any updates on the Xero integration update?

    Not at the moment @Ryan Rosen , thank you for your interest. This is where we make all product update announcements, make sure to follow them:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
       

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