Xero integration Feature/Change Request

Pete Mahon
Pete Mahon Posts: 18
10 Comments

Problem: 

The current Xero integration lacks the ability to link back from Xero to the relevant Deal or Person in Pipedrive. This means multiple invoices/Statement of Account lacks the ability for the customer to tie back to specific orders. The invoices contain only Organisation Information but nothing Deal or Person specific.

For example - a client sells to supermarkets with multiple locations but billing, and therefore the Organisation, is centralised. Each invoice is raised and emailed but the supermarket doesn't know which store this is for.

Attempted Workaround: 

I set a watch for a new invoice being raised in Xero, and then put "{Person Name} - {Deal ID}" from Pipedrive into the Xero Invoice Reference field. In theory, a solid solution!

However, when an invoice is raised, Pipedrive does not mark the Deal as "updated". This means it is impossible to watch for changes caused by invoices being raised. 

Using the /deals/{id}/flow API, it is possible to retrieve the Xero Invoice GUID and go back and update Xero. However, without the trigger/event raised in Pipedrive or the deal being "updated", it is not feasible to check every deal to find the invoice I'm looking for.

Requested Solution:

  1. Allow users to populate the reference field directly in PIpedrive
  2. Mark a deal as updated when an invoice is raised via Pipedrive

Both of the above solutions would work and allow Organisations with multiple delivery locations/persons etc to tie their accounts back to an order more easily.

I would also love to hear from others with recommendations and workarounds in the meantime.

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #2

    Thanks for sharing @Pete Mahon . I'll make sure it reaches our team. They are currently on a project around quotes & proposals in Pipedrive but have plans to take a look at Xero in the second half of this year and keep gathering feedback in the meantime.

    Also check out the responses in the thread here: https://community.pipedrive.com/post/5e722899d3fda86a4885d294
    @Jeff Gluck might also be able to help you out.

  • Pete Mahon
    Pete Mahon Posts: 18
    10 Comments
    edited February 24 #3

    Thanks @Mike van der Valk . I absolutely see Xero as a must-have integration and paying more for an integration like Paycove ($49 pm) than Xero itself ($40 pm) just doesn't make sense. 

     

    In my case, I'm trying to help the team to understand that part of what I'm trying to get sorted should really be seen as a bug rather than a feature. 

     

    A user logs into Pipedrive and only raises an invoice, saves as a draft and comes out again. Pipedrive doesn't record this as an updated deal, which isn't correct  - there is NEW data in the deal in the form of a flow. If this one bug could be fixed then I can easily form my own custom integrations for enhancing invoicing from Pipedrive.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #4

    Thanks @Mike van der Valk . I absolutely see Xero as a must-have integration and paying more for an integration like Paycove ($49 pm) than Xero itself ($40 pm) just doesn't make sense. 

     

    In my case, I'm trying to help the team to understand that part of what I'm trying to get sorted should really be seen as a bug rather than a feature. 

     

    A user logs into Pipedrive and only raises an invoice, saves as a draft and comes out again. Pipedrive doesn't record this as an updated deal, which isn't correct  - there is NEW data in the deal in the form of a flow. If this one bug could be fixed then I can easily form my own custom integrations for enhancing invoicing from Pipedrive.

    Thanks for clarifying @Pete Mahon just tagging @Bruno Domingos in here to see if this is potentially a quick fix but it might be technically tricky?

  • Pete Mahon
    Pete Mahon Posts: 18
    10 Comments
    edited April 2020 #5

    Thanks @Mike van der Valk . I absolutely see Xero as a must-have integration and paying more for an integration like Paycove ($49 pm) than Xero itself ($40 pm) just doesn't make sense. 

     

    In my case, I'm trying to help the team to understand that part of what I'm trying to get sorted should really be seen as a bug rather than a feature. 

     

    A user logs into Pipedrive and only raises an invoice, saves as a draft and comes out again. Pipedrive doesn't record this as an updated deal, which isn't correct  - there is NEW data in the deal in the form of a flow. If this one bug could be fixed then I can easily form my own custom integrations for enhancing invoicing from Pipedrive.

    Pretty sure @Bruno Domingos  is aware already as I have gone through Pipedrive support and been told H2 this year also. 

    However, If the Xero integration is too tricky to update (I would imagine change management being the issue here), then I imagine option 2 should be easier to put in. 

    This is a bug right? Invoice raised, Deal last update date remains unchanged?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #6

    Thanks @Mike van der Valk . I absolutely see Xero as a must-have integration and paying more for an integration like Paycove ($49 pm) than Xero itself ($40 pm) just doesn't make sense. 

     

    In my case, I'm trying to help the team to understand that part of what I'm trying to get sorted should really be seen as a bug rather than a feature. 

     

    A user logs into Pipedrive and only raises an invoice, saves as a draft and comes out again. Pipedrive doesn't record this as an updated deal, which isn't correct  - there is NEW data in the deal in the form of a flow. If this one bug could be fixed then I can easily form my own custom integrations for enhancing invoicing from Pipedrive.

    I'll check it out and get back to you, not super familiar with the Xero integration myself, but we'll get back to you here Pete! Thanks for pointing it out.

  • Bruno Domingos_176
    Bruno Domingos_176 Ex-Pipedrivers Posts: 33
    10 Comments Pipedrive Employee
    edited February 24 #7

    Hi @Pete Mahon 

    Thanks so much for the your feedback. I do understand the need and it we have noted it down for future developments. Currently it is technically impossible for us to "update" the Deal in realtime as we are not receiving webhooks / notifications in real time from Xero. What we do is to refresh the information every time  the deal details page is refreshed. The investment to have this is considerable and we just plan to touch this feature again in H2.

    I will anyways ask the team to estimate the cost of populating the reference field with the deal and person/organisation information.

    Regards,
    Bruno

  • Pete Mahon
    Pete Mahon Posts: 18
    10 Comments
    edited April 2020 #8

    Hi @Pete Mahon 

    Thanks so much for the your feedback. I do understand the need and it we have noted it down for future developments. Currently it is technically impossible for us to "update" the Deal in realtime as we are not receiving webhooks / notifications in real time from Xero. What we do is to refresh the information every time  the deal details page is refreshed. The investment to have this is considerable and we just plan to touch this feature again in H2.

    I will anyways ask the team to estimate the cost of populating the reference field with the deal and person/organisation information.

    Regards,
    Bruno

    Hi Bruno - thanks so much for your response. Let's see if I can narrow down what you're saying so I fully understand the mechanism in play.

    When a user creates the invoice in Pipedrive, the page refreshes and shows the invoice sitting in Draft. Are you saying that even though the flow is created and the page refreshes, there isn't any way for Pipedrive to "update" the deal as a result of that action?

    I can obtain all the other information easily once I can see that a deal has new invoice.

    On the other side, if your Dev team are able to provide access to the reference field alone (I don't think it's necessary trying to populate with defaults) that would likely be enough for many Xero users to manage custom integrations/reports between Deals and Invoices. 

    If I was to follow the Pareto principle here, I would suggest opening up access to the reference field to be the most cost effective solution.

    Kind Regards, Pete

  • Bruno Domingos_176
    Bruno Domingos_176 Ex-Pipedrivers Posts: 33
    10 Comments Pipedrive Employee
    edited February 24 #9

    Hi @Pete Mahon 

    What I meant is that when the invoice status changes we will not know until a user accesses the deal page and triggers a refresh on the data sitting in that deal, namely the invoices attached. On the invoice create event we are able to trigger that deal update indeed, will have to estimate effort and alignment with our delivery plan.

    Regarding the reference field this is something the team is looking into. We need to also consider other customers that don't have access to bespoke solutions and include IDs and other information needed in this field.

    Thanks
    Bruno

  • Pete Mahon
    Pete Mahon Posts: 18
    10 Comments
    edited April 2020 #10

    Hi @Pete Mahon 

    What I meant is that when the invoice status changes we will not know until a user accesses the deal page and triggers a refresh on the data sitting in that deal, namely the invoices attached. On the invoice create event we are able to trigger that deal update indeed, will have to estimate effort and alignment with our delivery plan.

    Regarding the reference field this is something the team is looking into. We need to also consider other customers that don't have access to bespoke solutions and include IDs and other information needed in this field.

    Thanks
    Bruno

    Exactly what I needed to hear - thanks Bruno. We have over 500 clients on Xero - there is much to gain from improving this integration.

    Kind Regards, Pete

  • Daryl Adams
    Daryl Adams Posts: 6
    edited April 2021 #11

    Thanks @Mike van der Valk . I absolutely see Xero as a must-have integration and paying more for an integration like Paycove ($49 pm) than Xero itself ($40 pm) just doesn't make sense. 

     

    In my case, I'm trying to help the team to understand that part of what I'm trying to get sorted should really be seen as a bug rather than a feature. 

     

    A user logs into Pipedrive and only raises an invoice, saves as a draft and comes out again. Pipedrive doesn't record this as an updated deal, which isn't correct  - there is NEW data in the deal in the form of a flow. If this one bug could be fixed then I can easily form my own custom integrations for enhancing invoicing from Pipedrive.

    Why nothing from Pipedrive to integrate with Xero