Xero pulling client debt/value to PD

Paul Webster
Paul Webster Posts: 6
edited July 2022 in Ideas and Product Feedback #1

A few years ago I used another CRM with Xero API and it showed the clients outstanding balance, broken down into due and overdue. Its a basic thing, but very helpful to see within the CRM. Is this possible in Pipedrive?

Right now, the app seems very basic and only makes quotes? Kind of pointless if I then have to go to Xero and make the invoice anyway. 

Anyway, main thing is the balance. Anybody know if I can pull this data?

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited September 2020 #2

    Hi @Paul Webster 

    Unfortunately we don't have this type of information available at the moment in Pipedrive through the Xero app. I will pass this on to our team for any future planned improvements on that area. Thanks for sharing!

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