Xero pulling client debt/value to PD
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?
Mike van der Valk Posts: 4,052edited September 2020 #2
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!0