Multiple Xero Account Integrations

Haley Peloquin
Haley Peloquin Posts: 11
First Comment
edited July 2022 in Ideas and Product Feedback #1

Hey Community! 

Has anyone had to add multiple Xero accounts to their invoice integration on deals?

We have a Canadian and USA account for Xero and was hoping to add a custom field option to select which Xero account the invoice would be generated in based on the country...anyone? Right now I see only 1 option to add one Xero account, not both.

 

Thanks!

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2022 #2

    Hi @Haley Peloquin !

    Only one Xero account can be connected to Pipedrive at a time, so I'm afraid this is not currently possible. What you can do is switch between your USA and CA accounts by changing the settings i PIpedrive, but be aware that everytime you change it, you're changing it for everyone who's using it.

    I can see how that could be useful, though, so I've forwarded your suggestion to our team, maybe they can include it in future developments we make.

  • Haley Peloquin
    Haley Peloquin Posts: 11
    First Comment
    edited August 2020 #3
    Inês Batata said:

    Hi @Haley Peloquin !

    Only one Xero account can be connected to Pipedrive at a time, so I'm afraid this is not currently possible. What you can do is switch between your USA and CA accounts by changing the settings i PIpedrive, but be aware that everytime you change it, you're changing it for everyone who's using it.

    I can see how that could be useful, though, so I've forwarded your suggestion to our team, maybe they can include it in future developments we make.

    Hey @Inês Batata !

     

    Thank you so much for the quick reply - really appreciate that. Ive shared the comment with my team and look forward to any future developments regarding adding 2 Xero accounts!

     

    Cheers!!

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