Xero pulling client debt/value to PD

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?

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    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!